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Manage Knowledge Bases

Summary​

Knowledge bases are the top-level libraries for document-backed guidance. Use the main Knowledge Bases page to create a library, review its scope and status, and choose which knowledge base should move on to document management.

Prerequisites​

  • You have access to the Knowledge Bases page in CallCues.

Review the main library​

The main page can include columns and actions such as:

  • Search by name...
  • New Knowledge Base
  • Name
  • Scope
  • Status
  • Updated At
  • Manage Documents

If your workspace is empty, you may see No knowledge bases yet and Create First Knowledge Base.

Create a knowledge base​

Use New Knowledge Base or Create New Knowledge Base to add a new library. Typical fields include:

  • Name
  • Description

Edit and control availability​

Open a knowledge base to review its details, then use actions such as:

  • Edit
  • Enable
  • Disable
  • Manage Documents
  • Back to Knowledge Bases

Move from library setup to document management​

Once the library is named and configured correctly, use Manage Documents to move into document upload and ingestion tracking.

Expected outcome​

You should have clearly named knowledge-base libraries that are easy to find, understand, and prepare for live-call use.

Troubleshooting​

  • If knowledge bases are not visible, that feature may not be enabled for your workspace.