CassidyAI

Structuring your knowledge base with folders / collections

Organizing your knowledge base is essential for maintaining a clear structure and making it easier to find the information you need.

By default, all users in your organization can access the General Knowledge collection. This is a public, organization-wide collection that's useful for information that the whole team should be able to use.

Create new collections to separate information for different teams and to set permissions. Here are the steps to do so:

Navigate to the Knowledge Base: Click on the "Knowledge Base" section in the left sidebar of your Cassidy homepage.

Create a new collection: At the top of the page, click on the current collection's name. This will open a dropdown menu showing all your existing collections. At the bottom of the dropdown menu, click on the "+ Create New Collection" button.

Enter "Knowledge Base Collection Name," "Description," and select "General Access": Fill in the name and description for your new knowledge base. Choose the appropriate general access type:

- "Team" access allows all members of your team to view and edit the knowledge base.
- "Restricted" access enables you to set specific permissions for individual users or groups.

Adjust the access type if needed, then click "Create." This can be changed later.

You will be navigated into the newly created collection: After creating the collection, you will automatically be taken to its homepage.

Continue to create more hierarchy and organization by adding folders: To further structure your knowledge base collections, create folders to categorize and organize your content.

- Click "New Folder" directly from the collection homepage, or
- Select "New Folder" from any of the "+ Add" options available in the top-right corner of the knowledge base collection.

Name your folder: Enter a descriptive name for your folder or collection, making it easy to identify its contents. For example, you might create folders like "Policies", "Accounts Receivable", etc.

Click "Save": After entering the name, click the "Save" button to create the folder.

Move documents into the collection or folder: To organize your existing documents, simply drag and drop them into the appropriate folder. Alternatively, select any documents and click the "Move" button to be able to transfer them to different collections and/or folders. You can also upload new documents directly into a specific collection or folder by navigating to the desired location and using the "+ Add" button.

1. Navigate to the Knowledge Base: Click on the "Knowledge Base" section in the left sidebar of your Cassidy homepage.

2. Create a new collection: At the top of the page, click on the current collection's name. This will open a dropdown menu showing all your existing collections. At the bottom of the dropdown menu, click on the "+ Create New Collection" button.

3. Enter "Knowledge Base Collection Name," "Description," and select "General Access": Fill in the name and description for your new knowledge base. Choose the appropriate general access type:
 - "Team" access allows all members of your team to view and edit the knowledge base.
 - "Restricted" access enables you to set specific permissions for individual users or groups.
 Adjust the access type if needed, then click "Create." This can be changed later.

4. You will be navigated into the newly created collection: After creating the collection, you will automatically be taken to its homepage.
5. Continue to create more hierarchy and organization by adding folders: To further structure your knowledge base collections, create folders to categorize and organize your content.
 - Click "New Folder" directly from the collection homepage, or
 - Select "New Folder" from any of the "+ Add" options available in the top-right corner of the knowledge base collection.

6. Name your folder: Enter a descriptive name for your folder or collection, making it easy to identify its contents. For example, you might create folders like "Policies", "Accounts Receivable", etc.

7. Click "Save": After entering the name, click the "Save" button to create the folder.
8. Move documents into the collection or folder: To organize your existing documents, simply drag and drop them into the appropriate folder. Alternatively, select any documents and click the "Move" button to be able to transfer them to different collections and/or folders. You can also upload new documents directly into a specific collection or folder by navigating to the desired location and using the "+ Add" button.