Quick start
- Inside your dashboard, navigate to AI Agents and click on Knowledge Base.
- Look at your main landing page. From here, you can view all your existing knowledge bases, create brand new ones, or open an existing base to manage its specific sources.
Follow the detailed steps below to complete the setup.
You just hired a brilliant virtual assistant to take over your agency support desk. You give them access to your standard operating procedures, a massive document of FAQs, and a folder full of training videos.
A week goes by. Your support inbox is still completely overflowing. Why? Because your data is scattered across a dozen different places. Your new hire spends more time hunting for the right answer than actually helping your clients. You are still spending hours answering questions you thought you already documented.
A scattered knowledge base is a massive bottleneck for your growth. HighLevel just completely solved this with the newly refreshed Knowledge Base UI. You now have a centralized, tabbed, and perfectly organized dashboard to manage every single piece of data your AI and your team need to succeed. Let us get your agency operations organized.
Part 1: Access the Data Hub
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Inside your dashboard, navigate to AI Agents and click on Knowledge Base.
- Look at your main landing page. From here, you can view all your existing knowledge bases, create brand new ones, or open an existing base to manage its specific sources.
Part 2: Review the Summary View
Stop guessing what information your AI actually knows.
- Open any specific Knowledge Base to immediately see the new Summary view.
- Use this high-level snapshot to quickly understand the current state of your connected sources and the overall structure of your data.
Part 3: Manage Tabbed Data Sources
You no longer need to click through five different pages just to update your links and files.
- Look at the top of your screen to see all your data sources neatly organized into individual tabs.
- Click through your supported source types, including Web Crawler, FAQ, Web Search, Tables, Rich Text, and File Upload.
- Check the exact number of connected items displayed directly on each tab.
- Use the provided action buttons to instantly add or manage your sources without ever leaving the page.
Part 4: Leverage the Centralized Component
Your team needs a consistent experience to move fast.
- Enjoy a perfectly unified layout. This new centralized component is used across multiple HighLevel products to ensure your management experience is identical no matter where you are working.
- Let your Admins and Editors curate and maintain this content, while Viewer-only users can easily consume the data without accidentally breaking your setups. (Note: This UI update does not change how your content is written, your existing permissions, or your AI indexing logic).
Stop digging through messy spreadsheets and start centralizing your agency knowledge so your team and your AI bots can answer questions instantly.
Frequently Asked Questions
How do I access the Data Hub?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Inside your dashboard, navigate to AI Agents and click on Knowledge Base. Look at your main landing page. From here, you can view all your existing knowledge bases, create brand new ones, or open an existing base to manage its specific sources.
How do I manage Tabbed Data Sources?
You no longer need to click through five different pages just to update your links and files. Look at the top of your screen to see all your data sources neatly organized into individual tabs. Click through your supported source types, including Web Crawler, FAQ, Web Search, Tables, Rich Text, and File Upload. Check the exact number of connected items displayed directly on each tab. Use the provided action buttons to instantly add or manage your sources without ever leaving the page.
What should I know about leverage the Centralized Component?
Your team needs a consistent experience to move fast. Enjoy a perfectly unified layout. This new centralized component is used across multiple HighLevel products to ensure your management experience is identical no matter where you are working. Let your Admins and Editors curate and maintain this content, while Viewer-only users can easily consume the data without accidentally breaking your setups. (Note: This UI update does not change how your content is written, your existing permissions, or your AI indexing logic). Stop digging through messy spreadsheets and start centralizing your agency knowledge so your team and your AI bots can answer questions instantly.
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