The Knowledge Base in ChatInsight.AI is organized into categories for efficient management. Each category serves as a container for related content, making it easier for users to navigate and find relevant information.

In this article, we will guide you on how to manage the Knowledge Base Category in ChatInsight.AI step by step.

Step 1
Accessing Your Knowledge Base
After logging into ChatInsight.AI, navigate to the 'Knowledge Base' section from your dashboard. Here, you'll find a list of all your existing knowledge bases.

Step 2
Selecting a Knowledge Base Category
To manage a specific category, select it from the list. If you have not created any categories yet, you can easily do so by clicking on "+ New Category".

Step 3
Reviewing Category Information
Once you've selected a category, you can review its details including:
1Name
By clicking the name of your target Knowledge Base Category, you can reach the document list of this category.
2Creator
3Number of Stored Documents
4Size
5Last modified date

Step 4
Performing Operations on the Category

1Edit
You can edit the category's basic information and adjust team members' permissions as needed by clicking the "Editing Icon".

2Duplicate
If you need to create a similar category, you use the "Duplicate" function to create a copy of the existing category.
Click the 'Copy' button in the Knowledge Base list. After confirming, a duplicate of the Knowledge Base will be created in the list, named "Master Name (1)".
This copy will include all document entries, Knowledge Base settings, and document settings from the original Knowledge Base. The training status of the documents will also be replicated.

Note : 1. This function is available to anyone with editing permissions or above.
2. This function is included in all pricing plans.

3Delete
If a category is no longer needed, you can remove it by selecting "Delete" Button. Please note, this will also delete all the documents stored within the category.