Create and Use Company Knowledge in Assist

Company Knowledge allows admins to create centrally managed knowledge folders that can be selected directly in Assist chats.

Users can use visible knowledge folders in Assist without manually uploading the underlying documents themselves.

• Create a Company Knowledge folder
• Upload documents to a Company Knowledge folder
• Copy documents from Documents
• Make a Company Knowledge folder available in Assist
• Use Company Knowledge in Assist
• Occasionally asked questions

Before you start

• Only admins can create, edit, or delete Company Knowledge folders
• Once a folder is set to Visible, it becomes available to all users in the organization
• Access cannot currently be restricted to specific users or groups

Documents uploaded to Company Knowledge are processed in the same way as documents uploaded directly into Assist. Documents are pre-processed and indexed so that Assist can retrieve the most relevant information from the selected knowledge folders during a conversation.

Additionally, each Company Knowledge folder can include a description that provides BEAMON Assist with further context about the purpose of the folder, the type of content it contains, and how the information should be used.

Create a Company Knowledge folder

To create a Company Knowledge folder:

1. In the sidebar, open Configuration
2. Select Company Knowledge
3. Click Create folder
4. Enter a folder name
5. Optionally, add a description

The description provides additional context to Assist about:

• the purpose of the folder
• the type of content it contains
• how the information should be used

You can edit the folder name and description later.

Upload documents to a Company Knowledge folder

After creating a folder, you can upload files and folders into it.

Company Knowledge supports the same upload behavior and limitations as document uploads in Assist.

Supported functionality includes:

• drag-and-drop uploads
• uploading files
• uploading folders
• multi-file uploads

The same upload limitations apply, including:

• a maximum of 100 documents per upload

For additional upload limitations and supported file types, see: Upload and Manage Documents in Assist 

Copy documents from Documents

You can also add existing files or folders from your personal Document Management.

To copy files from Documents:

1. Open a Company Knowledge folder
2. Click Copy from my documents
3. Select files or folders

Make a Company Knowledge folder available in Assist

To make a folder available to users in Assist:

1. In the sidebar, open Configuration
2. Select Company Knowledge
3. Change the visibility setting from Hidden to Visible for the Company Knowledge folder

Once at least one folder is visible:

• the Knowledge option appears in the Assist tool selection menu
• users can select visible knowledge folders directly in the chat

Use Company Knowledge in Assist

To use Company Knowledge in Assist:

1. Open Assist
2. Click Knowledge in the tool selection menu
3. Select one or more visible knowledge folders
4. Submit your prompt

Occasionally asked questions