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

The Complete Workflow

KnowStack follows a simple three-step process: Collect, Generate, and Use. Here is how each step works in practice.

Step 1: Collect Your Data

Open 'Sources' in the sidebar and connect your data. KnowStack supports these sources:

  1. Websites -- Enter a URL and KnowStack crawls the entire site, extracting text from every page
  2. Emails -- Connect Gmail via OAuth or any email provider via IMAP, then fetch and sync your messages
  3. Documents -- Upload PDF, Word (DOCX), Excel (XLSX), TXT, CSV or image files directly. Scanned PDFs are read with OCR
  4. Google Drive -- Pick Docs, Sheets, PDFs and other files from your Drive, and KnowStack imports a copy
  5. Meetings -- Upload meeting transcripts from tools like Otter.ai, Fireflies, or Fathom
  6. Telegram -- Connect your Telegram account, select chats, and fetch message history
  7. Slack -- Connect your Slack workspace, select channels, and fetch message history

You can connect as many sources as you want. The more data you provide, the richer and more comprehensive your Knowledge Base will be.

Step 2: Generate a Knowledge Base

In the sidebar, click 'Generate from sources' under 'Knowledge bases' and follow the four-step wizard:

  1. Choose -- Select which data sources to include. Check or uncheck individual items within each source.
  2. Review -- Give your KB a title, choose an output language, review selected data, configure which sections to generate, add custom sections, and see an estimated cost.
  3. Generate -- Click 'Generate Knowledge Base' and watch real-time progress as AI processes each section.
  4. Done -- Your KB is ready. Click 'View Knowledge Base' to open it immediately.

Step 3: Use Your Knowledge Base

Go to the Knowledge Base page to view, search, edit, and manage your generated content. From here you can:

  • Browse sections and subsections in a table of contents sidebar
  • Use AI Search to ask natural-language questions and get AI-generated answers sourced from your KB
  • Edit any section using a rich text editor with full formatting support
  • Manage versions -- switch between different KB versions
  • Export to PDF or CSV for offline sharing
  • Control access -- set which roles can view or edit specific sections

Step 4: Answer Your Customers

On the Business and Enterprise plans and during the free trial, the same knowledge base can answer your customers:

  • Website chat -- A chat widget on your site answers visitors and asks for an email or phone number when it has no answer
  • Messenger and Instagram -- Replies to your Facebook Page and Instagram Direct messages, reviewed by your team or sent on autopilot
  • Leads -- Every email or phone number a customer leaves in a chat is saved as a lead, with a status your team keeps up to date
  • Insights -- Questions the knowledge base couldn't answer are collected, and you can add the answer in a few clicks