How to verify documents in the knowledge base
Documents in your knowledge base may become outdated over time. Cassidy provides a simple process for flagging potentially outdated documents and allowing collection owners to review and deprecate them as needed. This article will guide you through the document verification process.
(*Document Verification is currently only available for Enterprise members.)
Access document verification in chats: While in a chat, you can see any references that are flagged as potentially outdated.
Update document status:
In chat, click the dropdown menu and select "Flag as potentially outdated". Once confirmed by the owner of the collection, the source will be deprecated and will no longer be included in search results.
In the knowledge base, you can also flag a document by clicking the ellipsis in the list view and then selecting "Flag as potentially outdated".
Note: If you're the owner of the collection where the document is saved, you can also deprecate or remove a flag directly.
When viewing a document, you can click the settings icon and then select "Flag as potentially outdated".
*You can optionally include a comment when flagging a document as outdated.
Review verification requests as the collection owner: Click on "Documents Flagged for Review" on the collection's home page to review any flagged documents.
Deprecate or ignore flagged documents: As the owner of the collection, click "Deprecate" to ensure the document will no longer be seen by assistants or workflows going forward. You can optionally leave a reason for deprecating the document. If you click "Ignore", it will simply remove the flag, and the document will still be available and used when generating outputs.
Identify deprecated documents: Deprecated documents will display a badge that says "Deprecated".
Note: You can also undeprecate files if needed.
Review flagged items as an admin: As an admin of the organization, you can review all flagged items in collections you own from the Verification & Review tab of the organization settings.
By following this document verification process, you can help maintain the accuracy and reliability of your knowledge base, ensuring that assistants and workflows always have access to the most up-to-date information.