Overview

Knowledge is where you manage the data connections and file sources that ALK uses to answer questions in Chat and Pulse workflows.

<aside> 💡

Currently available Knowledge sources are:

• Microsoft OneDrive
• Microsoft Sharepoint
• Mono
• Acumatica
• Google Drive
• Manual File Uploads </aside>

Navigating to Knowledge

1. From the ALK home screen, select the profile icon at the top right, then select Knowledge.

1. On the Knowledge page, you will see Upload Files and Integrations. For more information about connecting integrations, see Managing Integrations.

Uploading Files

To upload a file from your computer, click Upload File(s) and select the file. The file will then be added to your upload list. Uploaded files are then available to query in Chat.

From the Knowledge home page, you will see a table of all uploaded documents, with the following columns:

Knowledge home page

• Name: The name of the uploaded document.

• Status: How the document was added, either uploaded individually or as part of a collection.

• Source: Where the document came from. This can be documents uploaded and processed within workflows, OneDrive, Google Drive, or a manual upload.

• Access: Who can view the document. Documents uploaded to a custom or personal workspace have limited access, while documents uploaded to the general workspace are available to everyone in the company. For more on access controls, see Understanding Roles & Access.

• Size: The size of the document.

• Three Dots/More: Select the More button on the left side of a document to see these options:

  

  • Add to a collection: A collection is like a folder for related documents. If you do not already have a collection, you will be asked to create one.

    

  • Re-sync: Refresh the document content, especially for documents from drives that may have been updated.

  • Delete: Remove an uploaded file.

There are other things you can do on this page:

• Sort: To rearrange the order of the listed documents, select the double arrows next to Name.
• Search: Use the search bar to search across all uploaded files.
• Filter: Filter files by Access and Created By. Filtering by Access lets you view centralized documents, documents only you can see, or all documents. Filtering by Created By lets you filter by documents created by you, by others, or all documents.

Filter by Access

Filter by Created By

• Delete: To delete documents, select the checkbox next to each document name. To delete everything in the list, select the checkbox next to the Name heading, then select Delete. You will be prompted to confirm that you want to delete the selected file(s).

  

Creating a Collection

Collections are folders, or groups of related files.

1. To create a collection, click the Create Collection button next to the Upload File(s) button on the Knowledge home page. In the pop-up modal, enter a name for the collection, then choose whether it should remain private.

   

2. Click Create. Your collection will be added to the file list.

   

   To add a document to the collection, select the three dots icon next to the document, click the Add to a collection option, and select your newly created collection.

   

Your document is now stored in the selected collection.

Connecting a Source