Overview

The "Overview" is a user-defined summary of the Knowledge Base itself. While its sub-sections are not required to be populated, it is strongly recommended to share top-level context about its associated range of data and scope of use to Knowledge Base members.

Key Components

The Overview tab has three sections, which can be defined in Edit mode and otherwise viewed by any member in the Knowledge Base after saving.

Data Available

A short summary in plain language highlighting what data the system is connected to and any other relevant tidbits that Knowledge Base members might find insightful.

For instance:

All Marketing content connected to our North American central warehouse, with the exclusion of Subsidiary ACME. Key tables include Promotions, Campaigns, and Channel Metrics. Data is accurate to / refreshed weekly on Monday nights.

In the future, this will be partially populated via a Wizard and may be referenced by our Lumi Workflows to better contextualize the scope of the Knowledge Base during inference.

Insights

Similar to the previous section, but focussed on what kind of questions can be answered. Again, not required, but highly encouraged for good practice and maintenance of the Knowledge Base.

Example:

Able to generate summary metrics on monthly or other performance, as well as correlations with spend now that the Expenses table has been added. Able to give line item expenses and pattern commentary as well.

Conversation Starters

Also referered to as "Curated Prompts", these are example prompts that will be made available to users in Chat when connected to the Knowledge Base.

Example:

How much did we spend last quarter in for our "Affiliates" channel?

For more information on how they are defined and used, see Curated Prompts.