Knowledge Base

The "Knowledge Base" is the heart of operations in Lumi AI. It is the center of knowledge in the form of data definitions, business metrics, KPI's, model definition, tuning, and other functionality for a fixed scope for a defined set of users. Other modules like "Chat" and "Board" all depend on first associating an object with a "Knowledge Base".

To see all configuration best practices, view Configure Knowledge Base.

Key Components

The Knowledge Base is split into "tabs". These should be populated in order on creation and maintained/updated as source system and scope evolves.

The following tabs are available. Click on any to learn more:

• Overview: Provides summaries for Knowledge Base users and conversation starters in chat

• Connection: Defines the primary source system connection for data

• Tables: Stores definitions for tables and fields, in the form of a semantic layer

• Model: Surfaces a visual representation of implicit and user-defined join conditions between tables

• Business Context: Houses KPI's, calculations, abbreviations/aliased, and all other relevant context beyond the structured data and its model

• Memories: Allows contributors to promote and maintain good/bad reinforced behaviour in Chat and Knowledge Base based on user feedback

• Users: Dictates access and privlege levels for the Knowledge Base by user in the organization

All sections are visible for Knowledge Base "Viewers", but the edit option is only available to "Contributors" for the Knowledge Base and organization "Admins".

Key Functions

All org users have the ability to create a Knowledge Base, but more commonly there will be a set of maintained Knowledge Bases (one or several) that are shared within the organization to select users.

While in the Knowledge Base section, the following options are available. More details for individual tabs can be found in the aforementioned sections.

Create Knowledge Base

To create a knowledge base, click on “Create new KB”.

You can create as many Knowledge Bases as your license/plan allows for. To make room for new Knowledge Bases you must either Archive existing Knowledge Bases or upgrade your plan.

Duplicate or Delete Knowledge Base

To duplicate or delete a knowledge base, click on the 3 dots next to the “Edit” icon.

Duplicating a knowledge base is helpful if you are looking to safely test any context or other changes before releasing to the broader / already shared user base.

Deletion will move the Knowledge Base to the "Archived" section in the side bar. While Archived, a Knowledge Base can be recovered within 30 days. Archived Knowledge Bases can be hard-deleted (unrecoverable) manually or will automatically be removed in 30 days, with indicated timer.

Edit Knowledge Base

To edit a knowledge base, click on “Edit” icon.

Only organization "Admins" or Knowledge Base-specifc "Contributors" can edit a Knowledge Base. All write-level functions require Edit mode to be toggled except for inviting users.

Learn more about the different permissions groups, view Invite Users.

Rename Knowledge Base

Any new Knowledge Base will default to New Knowledge Base. To rename a knowledge base, click on “Edit” icon, adjust the name, and press checkmark then save.

There are no limits on characters or length but it is recommended to stay within 50 characters or less. There are also no restrictions for naming the Knowledge Base the same as another existing Knowledge Base.