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

Understanding Navigation

Every dashboard page has the same frame: a sidebar on the left and a top bar above the page. The sidebar takes you between parts of KnowStack. The top bar shows where you are and holds search, notifications and your account menu.

The Sidebar

At the top of the sidebar is your company's name. If you belong to more than one company, click it and choose 'Switch company'. Below it, the sidebar has up to four groups. You see only the pages your plan includes and your role allows.

GroupWhat it contains
'Knowledge bases'Each knowledge base you can open, 'New knowledge base' for a blank one, and 'Generate from sources' to build one from your data. 'Generate from sources' stays disabled until at least one source has data
'Sources''Overview' and one page per source: websites, email, documents, meetings, Google Drive, Telegram and Slack. A number beside a source shows how many items it holds
'Communications'The customer chat channels: 'Messenger', 'Instagram' and 'Website chat'. Each one has its own 'Leads' tab
'Management''HR Tests', 'Audits' and 'My Assessments'

At the bottom of the sidebar, a card shows your plan and how much of this month's AI usage you have spent. 'Collapse menu' shrinks the sidebar to a row of icons; hover over an icon to see its name.

The Top Bar

  • Breadcrumb: the group and page you are on. Click a part of it to go back up.
  • 'Ask the knowledge base': ask a question in plain language and get an answer from your knowledge bases. Ctrl+K (Cmd+K on a Mac) opens it from any page. It appears once your company has a knowledge base.
  • Notification bell: a badge counts unread notifications. Click it to open the list.
  • Your avatar: the account menu with 'Settings', 'Activity Stream', 'Billing', 'Getting Started', 'Help', the dark mode switch and 'Logout'. Some items show only if your role allows them.

On Phones and Small Screens

When the window is narrower than 1024 pixels, the sidebar is hidden. Tap the menu button at the left of the top bar to slide it in, and tap outside it or its close button to hide it again.

Dark Mode

KnowStack has a light and a dark theme. Switch between them with 'Dark Mode' in the account menu. Your choice is saved and applies to every page.