Knowledge
One screen per brand lists everything your AI can read — knowledge bases, documentation sets, files, website pages and Q&A — with how much each one contributes and which of them visitors reach on your public web address.
Where to find it
Brand → Knowledge. The page heading reads Knowledge sources.
There is no organisation-wide list of knowledge bases any more, no organisation-wide list of documentation sets, and no Context tab on the AI agent. You see one brand's knowledge at a time; switching brand switches the list.
The two halves of the screen
Knowledge bases & documentation
The top half, headed Knowledge base & documentation on screen. Structured content you write and organise yourself: knowledge bases (articles for customers) and documentation sets (technical pages). One of each can also be served on your public web address.
Everything else your AI reads
The bottom half. Pasted text, question-and-answer pairs, uploaded files, website pages we have read for you, and API tools. None of these are ever public — they exist only to be read by the AI.
What the columns mean
| Column | What it tells you |
|---|---|
| Name | Opens the editor for that knowledge base or documentation set. |
| Type | The screen shows Knowledge base or Documentation. |
| Language | The language the content is written in. It decides how the AI searches the text, and it translates nothing. You change it straight in the table; a +n beside it means extra translations are configured. |
| Items | Articles in a knowledge base, pages in a documentation set. Drafts are counted too. |
| Public site | Live — visitors reach this one at your web address — or Hidden. Only one knowledge base and one documentation set can be Live at a time. |
| Indexed | How many searchable pieces the AI has stored from it. One article usually becomes several, and only published items are stored. A dash means nothing is stored yet. |
Publishing an article is what teaches the AI
Publishing indexes the article immediately. No chat widget and no AI agent are needed for it, so a brand with no chat bubble anywhere still builds up the knowledge its phone agent and its inbox suggestions answer from. Unpublishing removes it again, and editing a published article re-indexes just that article.
Who can open this screen
A team member needs any one of three rights: Vex, Knowledge base or Documentation. Inside, each half checks its own — knowledge-base rows need Knowledge base, documentation rows need Documentation, and the bottom half is shown only to Vex holders. If your plan does not include the Documentation module, New documentation appears as a locked "Documentation — upgrade to add" entry instead of failing when you click it.
Indexed items on the free plan
Knowledge base or documentation
Yaplet gives you two kinds of structured content. They serve different readers, and a brand can hold both.
Knowledge base
Purpose: Customer-facing help articles in plain, conversational language
Content style: Text and sentences, written with flexible HTML editing
Editor: HTML Article Editor
Where people read it: Your public web address when it is the one being served, and the chat widget's Help tab
Best for: Support questions, FAQs, troubleshooting, product tutorials
Documentation
Purpose: Technical documentation with structured, developer-focused content
Content style: Formatted technical detail built from markdown components
Editor: Markdown Article Editor
Where people read it: Your public web address when it is the one being served
Best for: API references, technical specs, developer guides, structured manuals
Both feed the AI in exactly the same way, whether or not they are on your public address.
When to use a knowledge base
- Support questions: "How do I reset my password?" or "How do I upgrade my plan?"
- Product tutorials: step-by-step guides to using your features
- Troubleshooting: common problems and their fixes, in everyday language
- FAQ-style content: anything you also want available inside a chat conversation
When to use documentation
- API documentation: specifications, endpoints and code examples
- Developer guides: integration instructions, SDK documentation, technical workflows
- System configuration: detailed setup procedures
- Technical specifications: component-based content that needs precise formatting
Key decision factors
- Knowledge base: customers, end users, a non-technical audience
- Documentation: developers, technical teams, system administrators :::
- Knowledge base: flexible HTML articles, conversational tone, rich media
- Documentation: structured markdown, technical components, code examples :::
- Knowledge base: your public web address plus the chat widget's Help tab
- Documentation: your public web address, as a technical portal :::
- Knowledge base: fewer support tickets, self-service help
- Documentation: developer onboarding, API integration, technical reference ::: ::
How each one is structured
Both are three levels deep, and the middle level is what a reader navigates by.
- A knowledge base holds categories, and categories hold articles. Categories can sit inside one another.
- A documentation set holds categories, and categories hold pages. A page can itself hold sub-pages, so one category can carry a whole nested tree.
Neither is rationed by your plan. What your plan decides is whether the Documentation module is available to you at all — not how many sets or articles you may create.
Read next
Categories and articles
Organise content into nested categories, publish articles, and read the rating feedback visitors leave.
Editing articles
Article settings, the AI writing tools, and what the Published switch actually does.
Documentation sets
The documentation side: create a set, organise its categories and pages, and control what is published.
Building docs
The split-pane markdown editor, the page tree, the ready-made components and the AI writing tools.
Share links
Hand any article, page, category or whole source to someone as a link — and which kind survives a rename.
Your public web address
What visitors find at your address, how you choose what is served there, and why taking something down deletes nothing.
Copying and moving content between brands
Copy makes an independent duplicate that arrives as drafts; Move hands the original over with everything it has learnt.
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