Manage Knowledge Base Contents

Once you have added content to a knowledge base, you can keep it tidy by renaming entries or removing the ones you no longer need. Both actions are done from the same place in the PBX (Private Branch Exchange) web portal.

Edit a content entry

Editing lets you give an entry a clearer, more descriptive name so it is easier to recognize in the list.

Note

You cannot change the text inside an uploaded file or a linked URL (web address) from here. Editing only renames the entry. To revise the information itself, delete the existing entry and add a new one that contains the updated content.

1. Sign in to the PBX web portal and go to AI > AI Receptionist > Knowledge Base.

2. Find the entry you want to rename, click the icon beside it, and choose Edit.

   

3. In the dialog that opens, type the new name and click Save.

   

   The entry name is updated right away.

Tip

Because you cannot see a file’s contents from the list, give each entry a specific name (for example, include the topic and a date or version). Clear names make the right entry easy to find later.

Delete content entries

Remove entries that are outdated or no longer useful.

Note

An entry that is currently assigned to one or more AI receptionists cannot be deleted. Remove it from every receptionist that uses it first, then delete it.

Caution

Deleting an entry is permanent and cannot be undone. The knowledge base does not keep a copy, so the only way to get the content back is to add the file or URL again. Double-check the entry before you confirm.

Sign in to the PBX web portal and go to AI > AI Receptionist > Knowledge Base, then use one of the methods below.

Delete a single entry

1. Click the icon on the entry you want to remove.
2. Select Delete from the drop-down.
3. Click OK to confirm.

Delete several entries at once

1. Select the checkbox for each entry you want to remove.
2. Click Delete at the top of the list.
3. Click OK to confirm.

Delete every entry

Use this when you want to clear the whole list in one step. It removes every entry you are allowed to delete at once (entries still assigned to an AI receptionist stay in place).

1. Select the All checkbox to select every entry in the list.
2. Click Delete at the top of the list.
3. Click OK to confirm.