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Give Cassidy the company context it needs to produce accurate, relevant answers for your team.

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What you’ll learn

  • How the Knowledge Base finds relevant company content by meaning and returns citations
  • How collections define access while folders organize related topics
  • When to upload static content or connect a live knowledge source
  • How to test and maintain trustworthy knowledge over time

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Put it into practice

1

Create a focused collection

Organize one collection around a team or audience, then choose who can view or edit its content.
2

Add trustworthy content

Follow Set up your Knowledge Base to connect one live source for changing information and upload a few authoritative files.
3

Test the results

Connect the relevant collection, folder, or content to an Agent. Ask several real questions and verify the answers and citations.
Assign an owner, keep one authoritative source for each topic, and review content regularly so Cassidy uses current information.

Knowledge Base overview

Understand supported content, syncing, and search.

Choose Agent knowledge

Control which company context an Agent can use.

Build your first Agent

Put your company knowledge to work.