Adding contextual knowledge to your chat responses
Admin users can upload knowledge documents to enhance the context provided to Endgame for all chat responses. This unified view displays all knowledge content across your entire organization, including both organization-level and account-specific documents. Organization-level content is particularly useful for materials like playbooks, case studies, sales decks, or any other resources that aren’t already captured through Endgame’s existing integrations. Account-specific documents can also be uploaded and managed here, ensuring comprehensive knowledge management in a single location. Use the Context and Type filters in addition to search to find specific documents.
File Upload
When uploading content through the Admin knowledge view, the system automatically categorizes documents as organization or account content and intelligently detects account associations. This can take a few minutes to run; the more files uploaded, the longer the associations take. Admins can also set account associations manually by clicking Tag accounts on a file while uploading, or later by selecting Edit from the file’s overflow menu. Click Remove tags to clear a file’s account associations.
Adding an account association to an organization-level document converts it to
an account specific document.
Navigate to the Knowledge section in settings. Click Add files and select Upload from device.
File Upload
Go through the flow to select up to 100 files at a time from your device. Before uploading, you can edit each file’s title, add a description, and tag accounts. Click Add files to add more files, then click Upload to finish.
Navigate to the Knowledge section in settings. Click Add files and select Link from Google Drive.
File Upload
Go through the Google authentication process. Select all permissions requested for the best Endgame experience. Once authenticated, search for and select up to 100 files at a time to sync with Endgame, then click Link.
Navigate to the Knowledge section in settings. Click Add files and select Import from public URL.
File Upload
Paste a link to a public document or webpage in the File URL field and click Add link. You can then edit the title and description for the URL and tag accounts. Continue to add additional URLs and click Import once completed. Your document will now be added to your list of Knowledge documents.
