Knowledge bases

The knowledge base component serves as the genie's memory. Knowledge bases receive all data and associated metadata from returned documents. You can provide the knowledge base with relevant context on your company's policies or access to historical data that grounds the behavior of the genie. The genie's behavior is further tailored by information it gleans from the knowledge bases you provide it access to and your conversation history. The knowledge base component provides the following capabilities:

• Stores and organizes company-specific information and conversation history
• Provides quick access to relevant data for informed decision-making
• Can be updated in real-time to ensure the genie always has the most current information
• Helps maintain consistency in genie responses and actions across the organization
• Can access metadata to filter by attributes such as created date, source, or knowledge base ID

KNOWLEDGE BASE DESCRIPTION

It's important to provide a detailed description of each knowledge base you create. Precise descriptions enable your genie to understand the scope and relevance of each knowledge base. This ensures that genie responses are as accurate and contextually grounded as possible.

Workato recommends that you perform thorough document preparation before you upload your content to your knowledge base. Refer to document preparation best practices for more information.

Getting started with knowledge bases

You should plan your knowledge base configuration before you start building. Use the following guidelines to help you plan your knowledge base:

• Identify the exact knowledge you plan to use.
• Determine which data source the knowledge is stored in.
• Select a knowledge ingestion option:
  • Knowledge recipes: Populate a knowledge base through Workato recipes to connect and extract data from Workato-supported apps.
  • Workato GO data sources: Add knowledge to your knowledge base from Workato GO. Use this option if you have plan to use the same data for both your genie and Workato GO.
• Prepare your knowledge documents for ingestion.

NEED AN EXAMPLE?

Refer to the Connect your knowledge base to Confluence use case for a step-by-step example on how to create and connect your knowledge base to Confluence with a knowledge recipe.

Refer to Create a genie manually for complete steps on how to create a genie with a job description, AI model, chat interface, knowledge base, knowledge base recipe, and skills.

Complete the following steps to create a knowledge base:

1

Sign in to Workato.

2

Go to AI Hub.

3

Click Genies.

4

Click Create to build your own genie.

5

Enter a request or goal for your genie in the What would you like your genie to help with? field.

6

Use the Save genie in drop-down menu to select a location for your genie.

7

Click Start building. The genie Build page displays.

8

Go to the Knowledge bases field and click + Add to open the configuration page.

9

Enter a name for your knowledge base in the Name field.

Create a knowledge base

10

Optional. Enter a description for your knowledge base in the Description field. Genies use descriptions to understand the context and purpose of the knowledge base to determine when to use it.

11

Use the Location drop-down menu to select a location for your knowledge base.

12

Go to the Sync knowledge using section and select the data source you plan to use to sync the information in your knowledge base.

Knowledge recipes is selected by default. No additional configuration is required.

Sync with Knowledge recipes

1

Click Workato GO data sources.

Click Workato GO data sources

2

Use the Data sources drop-down menu to select the data sources Workato GO uses with your genie.

13

Click Create knowledge base.

Your knowledge base is ready for a knowledge recipe. Refer to Create a knowledge recipe to add a knowledge recipe that syncs and updates information from your applications to your knowledge base.

More resources

• Knowledge bases versus database