Getting the Most Value

Follow these tips to make your KnowStack experience as productive as possible.

Data Quality Tips

• More data is better -- the AI produces richer output when it has more context to work with
• Use relevant date ranges when fetching emails -- very old emails may contain outdated information
• Select specific Slack channels or Telegram chats rather than importing everything indiscriminately
• Upload clean documents -- PDFs with selectable text work better than scanned images
• For meeting transcripts, use AI note-taking tools (Otter.ai, Fireflies, Fathom) that produce structured output

Generation Tips

• Review the section list before generating -- disable sections that do not apply to your use case
• Add custom sections for topics unique to your business
• Choose your output language to match your team's primary language
• After generation, edit the KB to refine AI output -- your edits are preserved in future iterative updates
• Use iterative generation to expand your KB over time rather than regenerating from scratch

Team Collaboration Tips

• Set up roles with appropriate permissions so team members see only what they need
• Use the 'View As' feature to preview what different roles can see
• Enable notifications so your team gets alerted when the KB is updated
• Export to PDF for sharing with external stakeholders who do not have platform access