Create a knowledge base page and use AI search
- The knowledge base module is enabled for your company
Why a knowledge base
A company holds plenty of knowledge that lives in people's heads and old email threads: the price list, delivery terms, frequent client questions, internal instructions. The knowledge base is where that gets written down — and where a new colleague finds the answer without asking anyone.
Steps
Open the knowledge base
Knowledge base in the left menu. The list shows pages with their category, attachments, access, AI status and last change.
Create a page
Press New page. Write a title and the content. A good title is the question or the thing people look for: Price list 2026, How the warranty works, Delivery terms.
Choose a category
Categories keep the list readable. Start with three or four: Pricing, Processes, Clients, Technical.
Set the access
Access decides who sees the page. Company information is private by default — it does not leave the selected company.
The slug gives the page a short address inside the company — /p/. Leave it empty to use the title. It is not an anonymous link: only a signed-in colleague whose access allows it can open the page.
Add files
Files are uploaded right after the page is created. In the files view they can later be searched by name and content and filtered by type.
Prepare the page for AI
Every page has an AI status. A prepared page (“ready”) takes part in AI search: a question gets an answer with a reference to its source.
Use AI search
AI Search answers a plain-language question from your company's pages and files — for example “what are our warranty terms”. The answer rests on what has been written down, so better content means better answers.
What to put there
- Price list and discounts — so nobody in sales has to work them out again.
- Recurring client questions — writing the answer once saves repeating it.
- Processes — how ordering, warranty and returns work.
- Onboarding — what a new person needs to know in their first week.
Common problems
The page does not show in AI search. The AI status is “not prepared” or “failed” — prepare the page again.
Nobody can find the page. Check the category and access; viewing also needs permission to see the knowledge base. Roles and permissions
The content goes stale. Date your price and terms pages and review them quarterly — wrong information in a knowledge base is worse than none.
Frequently asked questions
Who can see the pages?
Company information is private to the selected company. Pages visible company-wide are available to every member with permission to view the knowledge base.
What does the AI status "ready" mean?
The page has been prepared for AI and its content is findable through AI search. The statuses are **not prepared**, **processing**, **ready** and **failed**.
Can files be searched?
Yes, the files view searches by name and content and filters by type — documents, spreadsheets, presentations, images, archives, code.
Related guides
First month free. About the module: Knowledge base.