Introduction
The Knowledge Vault is a central repository that enables you to upload, manage, and attach internal knowledge materials (policies, guides, compliance documents) to Evaluagent. This documentation can then be appended to your automated line items to ensure automated evaluations are informed by your organisation's own standards and documentation, improving accuracy and alignment with internal processes.
In this article we’ll cover
Adding and managing documents to your knowledge vault
Creating and managing document tags
Attaching documentation to line item topics
Creating scorecards with knowledge documents
Getting Started
Navigation Prompt
You can access the Knowledge Vault from Analytics → Context Engine → Knowledge Vault tab
Adding documents to your knowledge vault
To add your first knowledge base documents click the + Add document button. A modal will open where you can
Upload the appropriate documents
Supported formats: PDF, DOC, DOCX, TXT, CSV.Name your documents
Add a description (optional)
Tag your documents (you can add more than one tag if relevant)
Note this will allow for document grouping and bulk actions
Click upload to upload your document to the knowledge vault. You can upload multiple documents, upto 50 documents at a time.
Uploaded documents will be displayed in a table, this includes
Column header | Description |
Title | Friendly name assigned to the document when uploaded |
Description | Description entered when uploaded. This is an optional field, if no description was entered this column will be blank |
Tags | Tags associated with the document. There can be no tags or multiple tags against a document |
Last Updated Date | Date the document was last modified (uploaded, edited) |
Line Items | Line items the document has been attached against |
Actions Menu | • Edit |
Managing your documents
Editing Documents
Using the actions menu you can edit your document. A modal will open where you can
Upload a new file - such as an updated version of the documentation
This will replace the existing fileUpdate document title
Update the document description
Add or remove tags
Click save to apply your latest changes.
Deleting Documents
From the actions menu you can also delete documents. You’ll be present with an ‘are you sure?' modal as this will permanently delete your document. Click delete to confirm the action and permanently remove this document.
Tagging
Tagging documents allows you to organise your documentation and carry out certain actions in bulk.
Create a tag
To create a new tag
Update the page view to view by ‘tags’ > Click + Add Tag
Upload document > Tag > + Add Tag
Add the tag name and click create
Viewing and managing tags
Select the tag view to see the tags that have created. These will be displayed in a table format
Column header | Description |
Tag Name | Tag name set when created |
Documents | Number of documents the tag is associated with |
Line Items | Line items the tag has been attached against |
Created date | Date the tag was created |
Actions Menu | • Edit |
Editing tags
Using the actions menu you can edit tags. A modal will open where you can edit the name of the tag.
Click save to save your changes or cancel to close the modal and cancel the action.
Deleting tags
From the actions menu you also have the option to delete a tag. A confirmation modal will appear, where you can confirm to permanently delete the tag.
Adding documents to line items
Gen AI Line item topics
You can attach the relevant documents to line items by creating a GenAI line item topic.
Navigation Prompt
Analytics > Manage Topics > GenAI, Line Item > Attach knowledge documents
Using the attach knowledge documents dropdown you can select individual documents or bulk add documents based on tag. Documents with no tags will be categorised as ‘untagged’
Select the tag name to select all documents associated with the tag
Select the individual document name to select that doc
To review the documents selected
You can open the documents dropdown, all selected socuments will have a blue tick next to them or
Click on ‘Show selected documents’ - a modal will open listing all the documents
Using knowledge base documents in Scorecards
In line with existing behaviour, once your GenAI line item topic is active this can be utlised in the automated line item section of a scorecard.
Where documents have been attached to the line item topic this will be displayed in the line item overview. Click show selected documents to review a summary of the attachments.
Note: You cannot edit the atatched documents from this modal, this can be amended by editing the topic