How to build a knowledge base + AI ChatBot from 0 to 1?

HelpLook can quickly build help centers, blogs, knowledge bases, product manuals, and FAQs with customizable smart AI assistants.

Introductory

1. Create a knowledge base site

① Click here: HelpLook | Dashboard to register and enter the "Dashboard".

②Add site icon, site logo and site name in turn, select site language and site template, and click “Confirm”.

 

2. Import content/create 

Click "Import" to enter existing file information in batches. You can create different categories according to different topics, departments or problem types to facilitate the search and browsing of related knowledge.

* Supports importing .docx and markdown files

* Upload files support *.xlsx, . PDF format

 

Content creation teams can also create articles here, write and publish content directly. HelpLook provides a WYSIWYG editor that is compatible with rich text and Markdown, and provides basic text operations and advanced functions such as inserting videos, attachments, and tables.

>>>Reference for a comprehensive guide to creating documents: https://help.helplook.com/docs/Content

3. Retrieval capabilities & AI support

The next step is the most important and essential step. Click “Publish”. The published articles will be automatically sent to AI training.

* Batch publish, all publish, and individual publish are supported.

On the visitor side, enter keywords and questions to see the AI search results.

Elasticsearch Keyword Search & AI Search

1. On the left side of the page, you can find the search results for Elasticsearch-based keywords. This on-site search method is based on keyword matching and can quickly find results related to keywords.

2. The AI search on the right side of the page uses text vector search, which considers the semantic relationship between words and documents to provide more accurate and relevant search results.

4. Configure an AI Q&A bot

As shown in the figure, click the "AI Widget - Settings - Install code" and copy the code in the "body" of the website where the widget needs to be installed to complete the configuration.

*The algorithm is the same as AI search, but the display interface is different and the application scenario is different.

At the same time, you can directly install the widget in the knowledge base, and turn on the "Display within the site" button in "AI Widget - > Settings - > Basic Configuration" to embed it in the front desk of the knowledge base with one click.

 

>>> Learn more about HelpLook AI: https://help.helplook.com/docs/ai 

 

Intermediate

5. Custom domain name

Custom domain name can make your website more professional and help improve product brand recognition and memorability. It can also perform website search engine optimization, allowing target user groups to find your website more quickly and easily.

 

Click “Setup” →“Site Settings”, select “Custom Domain”

 

6. Configure website portal style

You can customize the entire website portal, including custom styles, headers and footers, fonts and other styles.

 

The following is a custom style rendering

>>>> Personalized Configuration Guide: https://help.helplook.com/docs/individuation

 

7. Set site access

If it's a public knowledge base, set the access to "Public". If the knowledge base is viewed only by internal employees or shared with specific customers, it is recommended that the access permissions be password access, Private access and Mixed access.

 

Under Private Access, Mixed Access, and Enterprise Member Access, you can also set the access permissions for columns and articles to be viewed by different members.

Advanced

8. Add Team Collaboration  

HelpLook offers collaboration features that allow you to add multiple members and assign different management roles to collaboratively create and maintain the knowledge base. By working together with team members, knowledge content can be continuously updated and refined.

 

9. Analyze statistical data

HelpLook provides statistical and analysis functions, which can Track and evaluate the use of the knowledge base. By analyzing data such as popular articles, popular search terms, and traffic sources, you can understand which knowledge is receiving attention and which knowledge needs to be updated or supplemented, thereby improving the effectiveness of knowledge management.