Quick start
- From your left-hand menu, navigate to AI Agents.
- Click on Knowledge Base.
- From this main landing page, you can instantly view all of your existing Knowledge Bases, create brand new ones from scratch, or click into a specific Knowledge Base to manage its sources.
Follow the detailed steps below to complete the setup.
You’ve just launched a brand new AI agent for your top client. It’s supposed to handle FAQs, book appointments, and act like a 24/7 digital concierge. But a week later, the client calls you in a panic. The bot is hallucinating. It is quoting outdated pricing, sending broken links, and giving answers from a PDF you thought you deleted a month ago.
You scramble to fix it, but you have no idea where the AI is pulling the bad data from. You are clicking through five different screens, hunting for a stray FAQ or a rogue web link. You look completely disorganized, and your client is threatening to pull the retainer because their customers are getting confused. It kills your momentum and drains your team’s energy.
What if you had one centralized command center to instantly see exactly what your AI knows and where it learned it? HighLevel’s refreshed Knowledge Base UI is the ultimate fix. It organizes all your AI-ready content into one clean, tabbed dashboard so you can stop guessing and start training smarter, more accurate AI agents.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Access the Knowledge Base Dashboard
First, let’s get you into the control room where all the magic happens.
- From your left-hand menu, navigate to AI Agents.
- Click on Knowledge Base.
- From this main landing page, you can instantly view all of your existing Knowledge Bases, create brand new ones from scratch, or click into a specific Knowledge Base to manage its sources.
Part 2: Review Your Summary View
No more digging around to figure out what data is actually plugged in.
- When you open a Knowledge Base, you will immediately land on the new Summary view.
- Use this high-level snapshot to quickly understand the overall structure and health of your Knowledge Base, including a quick look at all connected sources.
Part 3: Manage Your Tabbed Data Sources
Say goodbye to disconnected, confusing menus. All of your data sources are now organized perfectly into individual tabs.
- Click through the tabs at the top to manage specific source types: Web Crawler, FAQ, Web Search, Tables, Rich Text, and File Upload.
- Each tab clearly shows you the exact number of connected items.
- Use the built-in actions inside each tab to easily add new sources or update existing content without ever having to switch pages!
Part 4: Leverage the Centralized Component
Because HighLevel rolled out a shared, federated component, this clean layout is exactly what you will see wherever the Knowledge Base pops up across supported products. Whether you are an admin building the core structure or an editor curating specific FAQs, you have a clear, unified path to keep your AI sharp. (Note: Viewer-only users will be able to consume the content but will not see these management controls!)
Frequently Asked Questions
How do I access the Knowledge Base Dashboard?
First, let’s get you into the control room where all the magic happens. From your left-hand menu, navigate to AI Agents. Click on Knowledge Base. From this main landing page, you can instantly view all of your existing Knowledge Bases, create brand new ones from scratch, or click into a specific Knowledge Base to manage its sources.
How do I manage my Tabbed Data Sources?
Say goodbye to disconnected, confusing menus. All of your data sources are now organized perfectly into individual tabs. Click through the tabs at the top to manage specific source types: Web Crawler, FAQ, Web Search, Tables, Rich Text, and File Upload. Each tab clearly shows you the exact number of connected items. Use the built-in actions inside each tab to easily add new sources or update existing content without ever having to switch pages!
What should I know about leverage the Centralized Component?
Because HighLevel rolled out a shared, federated component, this clean layout is exactly what you will see wherever the Knowledge Base pops up across supported products. Whether you are an admin building the core structure or an editor curating specific FAQs, you have a clear, unified path to keep your AI sharp. (Note: Viewer-only users will be able to consume the content but will not see these management controls!)
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