Why KnowStack? The Complete Workflow How Features Connect Use Case Examples Getting the Most Value
Creating Your Account First Login & Dashboard The General Flow: From Data to Knowledge Understanding Navigation
Website Crawling Email Integration Document Upload Meeting Transcripts Google Drive Import Telegram Integration Slack Integration
Generating a Knowledge Base Iterative Generation
Viewing & Navigating AI Search Editing Content Version Management Exporting Sending a Copy to Another Company Access Control
How Website Chat Works Installing the Widget Allowed Websites Widget Settings Chat Button and Attention Animation Conversations Insights: Unanswered Questions
How Messenger and Instagram Replies Work Connecting a Facebook Page Connecting Instagram The Review Queue Autopilot Reply Settings Insights The 24-Hour Window Recovered Messages Notifications Pausing and Disconnecting
Working with Leads
Inviting Team Members Roles & Permissions
Profile Settings Company Settings Notifications Telegram Notifications
Plans & Pricing AI Usage & Billing
Data Protection Account Security Secure Integrations
Integration Overview Claude Connector Webhooks for New Leads Managing Integrations
Overview Creating a Test AI Question Generation Assigning Tests The Candidate Experience AI Grading and Manager Override Analytics Releasing Results Abandonment and Retakes FAQs Troubleshooting
Tracking Activity
Getting Help Common Issues
Common Questions

Generating a Knowledge Base

To build a knowledge base from your sources, click 'Generate from sources' under 'Knowledge bases' in the sidebar. KnowStack's AI analyzes the data you select and produces a structured, well-organized Knowledge Base. A four-step wizard, 'Choose', 'Review', 'Generate' and 'Done', guides you through it.

Step 1: Choose Data Sources

The first screen lists your collected data by source: Websites, Emails, Documents, Meetings, Google Drive, Telegram and Slack. Documents are grouped by their folders. Open a source to see its items, each with a checkbox. A source with no data shows 'Nothing here yet'.

  1. Open each source you want to use. Items that are available for selection have checkboxes.
  2. Check individual items within each source to include them, or tick the source itself to include all of its items. For example, you might include some crawled websites but not others.
  3. The total count of selected items updates in real time at the bottom of the page.
  4. Once you have selected at least one item, the 'Continue to Review' button becomes active.
  5. Click 'Continue to Review' to proceed to the next step.

You do not need to include all sources in every KB. Create focused Knowledge Bases by selecting only the most relevant data. For example, create a 'Product KB' using only your product website and product documentation.

Step 2: Review and Configure

The review step lets you configure how the KB will be generated. You will see several configuration cards:

  • Knowledge Base Title -- Give your KB a memorable name (optional, but recommended). Example: 'Company Knowledge Base Q1 2025'.
  • Output Language -- Choose the language for the generated content. The AI will write all sections in your chosen language, regardless of the source data language.
  • Selected Data Sources -- A summary of everything you selected in Step 1.
  • Sections to Generate -- Toggle individual sections on or off. By default, 9 standard sections are enabled. You can also add custom sections with your own titles and descriptions.
  • Estimated Cost -- An estimate of the AI processing cost based on your selected data volume. This shows estimated token count and cost range.

Customizing Sections

The AI generates up to 9 default sections covering common business knowledge areas. You can:

  • Toggle off -- Disable any default section that is not relevant to your use case
  • Add custom sections -- Click 'Add Custom Section' and provide a title and description. The AI will generate content for this section based on your data.
  • Reorder -- Custom sections appear after the default sections

Step 3: Generate

Click 'Generate Knowledge Base' to start the AI processing. You will see a real-time progress screen showing:

  • Overall progress bar with percentage
  • Per-section progress showing which section is currently being generated
  • Generation status (processing, completed, or error)
  • Estimated time remaining

Do not close the browser tab during generation. While the process runs in the background on the server, the progress display only updates while you are on the page. You will receive a notification when generation is complete.

Step 4: Done

Once generation completes, you will see a success message with a 'View Knowledge Base' button. Click it to go directly to your new KB on the Knowledge Base page.