Knowledge Base Bootstrap

Stand up a baseline FAQ with citations to deflect repeat questions.

Outcome at a glance

Who it’s for: Anyone fielding repetitive “how do I…?” and policy questions. What you’ll achieve: A grounded FAQ library with Citations ON, embedded on your Docs/FAQ page. Time to first win: 45–60 minutes.

---

Why it matters

• Trust & transparency: Users can verify claims and go deeper.

• Lower support load: Consistent answers reduce tickets.

• Faster iteration: Gaps surface in Conversations and get patched weekly.

---

What you’ll set up

• Mind → Document Types (FAQs, Policies, How‑tos).

• Content Settings (Context, Citation URL override, Publish Date).

• Mind Settings → Citations = Show.

• Integrations → Website Embed (Docs/FAQ page).

• Conversations → Review & Revise routine.

---

Build → Launch → Operate

Build (30–40 min)

1. Upload: Top 20 FAQs, Policies, 3 How‑tos. Ensure each has Publish Date + Context.

2. Turn Show citations ON in Mind Settings.

Launch (10–15 min)

1. Embed the chat on your Docs/FAQ page.

2. Add 3 Suggested Questions that point to your strongest docs.

Operate (weekly, 30 min)

1. Filter & Search for “no answer” or “long replies”; Revise the top 5 answers; add missing docs.

2. Keep Publish Dates accurate so recency works.

---

Recipes (copy → tailor)

Weekly “Revise” routine

• Filter Last 7 days → sort by length → revise top 5.

• Add 1 doc for a repeated gap; set Context + Publish Date.

Starter set

• “What’s the refund policy?”

• “How do I change my password?”

• “Show me how to [task] step‑by‑step.”

---

Metrics to watch

• Unanswered rate (should drop weekly)

• Doc CTR from citations

• Avg. first response time (instant & grounded)

---

Troubleshooting

• Citations missing → Ensure sources are copy‑pastable text; set Citation URL overrides.

• Out‑of‑date info → Update Publish Date and upload newer sources.

---

Pre‑flight checklist

• Top FAQs/policies/how‑tos uploaded with Context + Publish Date

• Citations set to Show

• Docs/FAQ page embedded

• Weekly Review & Revise slot booked; first batch complete