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
Quarterly: review price lists and regulations
Open every document, check prices, conditions, hours. Update or deactivate what's obsolete.
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.
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.
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