Knowledge Base

The Knowledge Base is how you train your AI agents to know your specific content. By uploading documents, you give the AI context to provide accurate, relevant responses.

How It Works

Upload Documents → AI Processes & Indexes → Agents Reference During Chats

When a member asks a question:

1. AI searches your knowledge base for relevant content
2. Uses that content as context for the response
3. Generates an answer informed by your specific materials

This is called Retrieval Augmented Generation (RAG).

Uploading Content

Accessing Knowledge Base

1. Go to Admin → Knowledge
2. Click Upload Documents
3. Select files to upload
4. Wait for processing

Supported File Types

Type	Extensions	Best For
PDF	.pdf	Guides, eBooks, worksheets
Documents	.doc, .docx	Word documents
Text	.txt, .md	Plain text, markdown
Spreadsheets	.csv	Data, lists

File Size Limits

• Maximum file size: 25 MB per file
• Recommended: Keep files under 10 MB for faster processing

What to Upload

High-Value Content

✅ Training materials

• Course content and transcripts
• Methodology documentation
• Frameworks and systems

✅ Reference documents

• FAQs and common questions
• Glossaries and terminology
• Quick reference guides

✅ Client-facing content

• Program descriptions
• Pricing and tier information
• Policies and guidelines

Less Effective Content

❌ Images only - AI can't read images in documents ❌ Heavily formatted - Complex layouts may not parse well ❌ Outdated content - Remove old/incorrect information ❌ Duplicate content - Multiple copies confuse the AI

Organizing Your Knowledge Base

Recommended Structure

Organize your uploads logically:

📁 Core Methodology
  └── your-framework.pdf
  └── core-principles.docx

📁 Programs
  └── program-a-overview.pdf
  └── program-b-overview.pdf

📁 FAQs
  └── common-questions.txt
  └── troubleshooting.docx

📁 Reference
  └── exercise-library.pdf
  └── nutrition-guidelines.pdf

Naming Conventions

Use clear, descriptive file names:

• ❌ doc1.pdf
• ✅ beginner-workout-program-guide.pdf

Viewing & Managing Documents

Document List

Go to Admin → Knowledge to see:

• All uploaded documents
• File names and sizes
• Upload dates
• Processing status

Document Actions

• View - See document details
• Delete - Remove from knowledge base

Deletion

Deleting a document removes it from AI context immediately. This cannot be undone.

Optimizing Your Knowledge Base

For Better AI Responses

1. Be comprehensive - Cover all topics members might ask about
2. Be specific - Include concrete examples and details
3. Be current - Keep content up to date
4. Be organized - Well-structured content performs better

Content Tips

Include Q&A format:

Q: How often should I work out?
A: For beginners, 3-4 days per week is optimal. 
   This allows for adequate recovery between sessions.

Include terminology:

Progressive overload: The gradual increase of stress 
placed on the body during training.

Include your voice:

Our philosophy: We believe in sustainable fitness, 
not crash diets or extreme workouts.

Troubleshooting

AI Not Using Knowledge

If the AI isn't referencing your content:

1. Check processing status - Documents must be fully processed
2. Verify content relevance - Does the doc cover the topic?
3. Check file format - Some PDFs don't parse well
4. Add more context - More content = better matching

Incorrect Information

If the AI gives wrong answers:

1. Find the source - Which document has incorrect info?
2. Update or remove - Fix the document and re-upload
3. Add clarification - Upload a document that clarifies

Poor Response Quality

1. Add more detail - General content = general answers
2. Add examples - Concrete examples help the AI
3. Structure content - Use headers, bullet points
4. Test specific questions - Identify gaps in knowledge

Best Practices

Do

• ✅ Upload your best, most comprehensive content
• ✅ Include FAQs and common questions
• ✅ Keep content up to date
• ✅ Use clear, simple language
• ✅ Include relevant keywords and terminology

Don't

• ❌ Upload duplicate content
• ❌ Include outdated or incorrect information
• ❌ Overload with irrelevant content
• ❌ Rely on images for important information
• ❌ Upload confidential/sensitive information

Security

What's Safe to Upload

• Training materials
• Program descriptions
• General methodology
• Public-facing content

What NOT to Upload

• Passwords or credentials
• Personal client information
• Financial data
• Legally sensitive documents
• Copyrighted material you don't own

Your knowledge base is:

• Stored securely
• Only accessible to your AI agents
• Not shared with other organizations
• Not used to train AI models