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Creating tools

Creating Q&As on Josef Q is easy. Here’s how.

Initial setup

Step 1. Name your tool

Give your shiny new tool a name and click Next when ready.Create a tool step 1 name your tool

Note: This name will be displayed to end-users.

Step 2. Choose source

This step is only visible when a source integration is available to you. 

You'll be given the option to either select to upload document(s) or use that source as content for your knowledgebase.

Learn how to Create a Q tool with SharePoint contentCreate a tool step 2 add documents to your tool

Step 3. Upload document(s)

To create your Q&A tool, you’ll first need to upload a document. This could be the contents of a privacy policy, for example.

Click the upload field to select a local .docx or .pdf file, or drag and drop.

Once uploaded, click Next.
Create a tool step 3 upload documents

Alternatively, you can also, Upload another document.

Create a tool step 3 upload documents multiple

Step 4. Success!

Success! You’ve created your tool.

Now, either click Settings to review your tool, or View to start asking it questions.

Create a tool step 4 success

Learn about asking your tool questions. 

Hint: You can start moderating responses by clicking Settings > Responses. Learn how.