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Documentation›Documents and knowledge base›Best practices

Documents and knowledge base

Best practices

Common mistakes to avoid and habits that keep the base useful over time.

A knowledge base isn't 'set and forget': it lives with your business. A few simple habits keep it useful over time.

Common mistakes

  • Uploading 'everything'. More documents doesn't mean better answers: excess noise can confuse retrieval. Upload only what you really want the assistant to know.
  • Unmanaged multiple versions. Three different price lists with similar dates lead the assistant to give inconsistent prices. Keep only one active document per topic.
  • Documents in mixed languages. A file with paragraphs in Italian and others in English without distinction is hard to manage. Better to have separate files per language.
  • Replacing without testing. After an important update, try a few typical questions in the Playground to verify the new information is actually retrieved.

A simple review cycle

  1. 1

    Quarterly: review price lists and regulations

    Open every document, check prices, conditions, hours. Update or deactivate what's obsolete.

  2. 2

    Monthly: read the transcripts

    Look for questions the assistant didn't answer well. Often it's a gap in the base: a missing FAQ, an undocumented detail.

  3. 3

    As needed: add thematic documents

    New promotion, new service, new policy? Add them as soon as they're ready, don't wait to pile up material.

Documents as the single source of truth

Keep the knowledge base as the single source for the information the assistant communicates. If you change a price in the document, it automatically changes in the AI's voice. No more 'which of the three price lists are we referring to?'.

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