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Create and Attach Knowledge Bases with Ask AI

Ask AI can help create a Knowledge Base in SourCherry through a guided chat experience. Use Ask AI to choose a content source, create the Knowledge Base, and attach it to Conversation AI or Voice AI. This helps teams move faster when setting up AI responses while still keeping control over the sources and agent attachment settings.




TABLE OF CONTENTS


What is Ask AI Knowledge Base Creation?


Ask AI Knowledge Base creation allows users to create and connect Knowledge Bases using natural-language prompts. Ask AI can help select the best available source, such as Brand Voice, the Business Profile website, or manually configured content, then guide the user through attaching the Knowledge Base to a supported AI product.


Ask AI simplifies setup, but users should still review the Knowledge Base after creation to confirm source content, generated FAQs, web crawler results, and attachment settings are accurate.


The workflow follows a consistent sequence:


  1. Resolve the content source

  2. Create the Knowledge Base

  3. Crawl website content (if applicable)

  4. Configure FAQs

  5. Attach the Knowledge Base to an AI agent


This workflow reduces manual setup steps and helps standardize how Knowledge Bases are configured across locations.


Key Benefits of Ask AI Knowledge Base Creation


Ask AI simplifies the process of building and deploying Knowledge Bases by automating setup tasks and guiding users through a structured workflow.








Before You Begin


Successful Knowledge Base creation depends on the information already configured in the sub-account and the user’s permissions. Reviewing these items first helps Ask AI select the right source and complete the attachment workflow.


Before using Ask AI to create and attach a Knowledge Base:



How Ask AI Selects a Knowledge Base Source


Ask AI chooses from available content sources based on the location’s existing setup and the user’s request. Understanding source selection helps users know why Ask AI recommends Brand Voice, a website, or manual source configuration.


Brand Voice Source


Brand Voice can provide business details, tone, services, and other context already configured in SourCherry. Ask AI may suggest Brand Voice when enough information is available to create helpful Knowledge Base content.


Brand Voice is useful when:


Business Profile Website Source


Ask AI can also use the website listed in your Business Profile settings as the primary crawl source for the Knowledge Base.


Before crawling begins, Ask AI asks for approval and allows you to:





This workflow helps businesses create Knowledge Bases using website content even without Brand Voice configured.


Manual Source Configuration


If no Brand Voice or website is available, Ask AI can create an empty Knowledge Base and guide you toward adding sources manually later.


You can later add:







This ensures you can continue building a Knowledge Base regardless of your current account configuration.


How Knowledge Base Attachment Works


Attaching a Knowledge Base makes the selected content available to the AI product that will use it. Conversation AI and Voice AI use Knowledge Bases differently, so confirm the destination before completing setup.



Conversation AI Attachment


Ask AI can attach the Knowledge Base to:




Conversation AI supports multiple Knowledge Bases, allowing a bot to search across several connected content sources during conversations.


This setup works well for combining website content, FAQs, policies, and other resources into a single AI experience.


Voice AI Attachment


Ask AI can also connect the Knowledge Base to a Voice AI agent during setup.


Voice AI supports one Knowledge Base per agent. Attaching a Knowledge Base assigns it as the active Knowledge Base for that Voice AI agent.


After setup, you can continue refining prompts, goals, and conversation behavior inside the Voice AI settings.


How To Create a Knowledge Base with Ask AI


Proper setup helps AI agents retrieve accurate information and provide more reliable customer responses.


Step 1: Open Ask AI


  1. Log into your SourCherry sub-account.

  2. Open Ask AI from the navigation menu.

  3. Start a new chat conversation.



Step 2: Start the Knowledge Base Workflow


Enter a prompt describing what you want Ask AI to create.


Example prompts:



Ask AI detects the Knowledge Base setup request and begins the workflow automatically.




Step 3: Confirm the Content Source


Depending on your setup, Ask AI may:





If a website is detected, confirm whether Ask AI should crawl it or use a different URL.




Step 4: Review Knowledge Base Creation


Ask AI creates the Knowledge Base and configures the selected source automatically.


If a website is used:







Step 5: Configure FAQs


When Brand Voice is available, Ask AI may suggest generating FAQs using your business context and messaging.


When using website content only, FAQs can still be added manually later from the Knowledge Base settings.



Step 6: Attach the Knowledge Base to an AI Agent


Choose whether to connect the Knowledge Base to:





Once attached, the AI agent can begin using the Knowledge Base during conversations.


Frequently Asked Questions


Q: Can I create a Knowledge Base without Brand Voice?

Yes. Ask AI can use your Business Profile website as the Knowledge Base source if Brand Voice is not configured.



Q: Does Ask AI crawl websites automatically?

No. Ask AI requests approval before crawling any website content.



Q: Can I use a different website than the one in my Business Profile?

Yes. During setup, you can provide a different URL before crawling begins.



Q: Can Conversation AI use multiple Knowledge Bases?

Yes. Conversation AI supports multiple attached Knowledge Bases.



Q: How does Knowledge Base attachment work with Voice AI?

Voice AI supports one Knowledge Base per agent. The assigned Knowledge Base becomes the active source used by that Voice AI agent.



Q: Can I manually add FAQs later?

Yes. FAQs can be created or edited later from the Knowledge Base settings.



Q: What happens if no website is configured?

Ask AI can create an empty Knowledge Base and guide you through adding sources manually.