Knowledge Sections

Knowledge sections are the simplest way to teach your companion specific facts. Each section is like a category or topic, and within each section you add individual knowledge items as label-value pairs.

What Is a Knowledge Item?

A knowledge item is a fact with two parts:

• Label -- The question or topic (e.g., "Business hours", "Return policy", "Price of Basic plan")
• Value -- The answer or information (e.g., "Mon-Fri 9am-5pm EST", "30-day returns on all items", "$29/month")

Your companion uses these items to answer user questions accurately. When someone asks about business hours, the companion will look up the matching knowledge item and respond with the correct information.

Managing Sections

Creating a Section

1. Click the Add button in the Knowledge header
2. A modal opens where you can either:
   • Add an item to an existing section (choose from the dropdown)
   • Create a new section by typing a new section name
3. Fill in the Label and Value for your first item
4. Click Create

Adding More Items to a Section

Once you have a section, you can keep adding items to it:

1. Click the Add button
2. Choose the section you want to add to
3. Fill in the label and value
4. Click Create

Navigating Sections

If you have multiple sections, they appear as tabs at the top of the Knowledge card. Click a tab to switch between sections. You can also click the small pencil icon on a tab to rename or delete that section.

Deleting a Section

Click the pencil icon on the section tab and choose the delete option. This removes the section and all items within it.

Managing Knowledge Items

Editing a Knowledge Item

Click the edit button on any knowledge item to open the editor. Update the label or value, then save.

Deleting a Knowledge Item

Click the remove button on any item to delete it from the section.

Organizing Items

Reordering and Moving Items

You can rearrange items by dragging them:

• Reorder within a section -- Drag any item to a new position. A ghost preview of the item appears exactly where it will land when you drop it.
• Move to another section -- Drag an item onto a different section tab to move it into that section.
• Move several at once -- Select multiple items first (see below), then drag any one of them to move the whole group together. The ghost preview shows how many items you're moving.

Selecting Multiple Items

Tick the checkbox on each item, or click and drag across the cards to draw a selection box. With items selected, a toolbar appears where you can Select All, Move to another section, or Delete them in bulk.

Switching Views and Searching

Use the grid / list toggle to change how items are displayed, and the search box to quickly filter items across all sections by label or value.