It's simple to update your tool with your latest content.
This article will teach you how to update your knowledge base using files from your local device (i.e. files stored on your laptop).
If you want to sync your tool with files from SharePoint, check out our Update SharePoint article.
Within your Josef Q tools, you have the option to:
- add new files
- update existing files
- delete existing files
First, in your Josef Q Dashboard, select the tool you want to configure and head to the Content tab. Then, follow the steps below depending on the action you're looking to do:
Add a new file
Step 1
In the top-right hand corner of your tool, click the Add content button.
Step 2
Follow the prompts to add a new document. Your tool will begin processing your new document.
After you've updated your knowledge base, all new questions asked will use the content from your latest knowledge base.
Update an existing file
Step 1
In the document drop-down selector, select the document you want to replace with a new one. Hit the 'Update' button to initiate the update wizard.
Step 2
Follow the prompts in the update wizard to upload a document to replace the one you selected in the drop-down in step 2. Review the prompts to apply your update!
Please note: if your tool has existing answers that rely on the document you're replacing as a source, these responses will be made inactive for you to review after the update to ensure they reflect the latest content.
After you've updated your knowledge base, all new questions asked will use the content from your latest knowledge base.
Delete an existing file
Step 1
Use the drop-down list of documents to select the document you wish to delete.
Step 2
Click the Delete button and follow the prompts to delete your document.
Please note: if your tool has existing answers that rely on the document you're deleting as a source, these responses will be made inactive for you to review after the update to ensure they reflect the latest content.
After you've updated your knowledge base, all new questions asked will use the content from your latest knowledge base.