Knowledge Base

Request Knowledge Base & Ask AI

  • Since each AI request has a cost, we require your permission before turning on the Ask AI and Knowledge Base tools

  • Contact your SwitchBase Account Rep to switch on these features

About Knowledge Base

In this article, we'll show you how your Knowledge Base (KB) can be created, updated, and empowered by Ask AI. Enter everything you need into your KB:

  • Standard Operating Procedures (SOPs)
  • Venue-related Information
  • Policies & Procedures

For example, here's an SOP that has been added to a venue's SwitchBase org.

Build & Manage your KB

Simply click Knowledge Base to read, sort, and update your list of KB articles. You can:

  • A. Search for & Filter Articles
  • B.+ Add New Articles
  • C. View & Sort Articles by Names and Tags
  • D. Update Status → spot Published & Unpublished Changes

Ask AI Use Case

SOP Performance Gaps

Venues have high standards regarding guest interactions and want to know how the Guest Services team stacks up.

  • Ask AI can cut across your Knowledge Base, incident Records, and the SwitchBase Help Center articles all at once to analyze performance.

In this Use Case, we are asking AI to query all of the records for the venue to look for gaps between the Standard Operating Procedures (SOPs) stored in the venue's Knowledge Base versus the actual performance of Guest Services relative to the SOPs.

Track AI Costs

  • Keep an eye on usage from your Org Usage page

Add New KB Articles

To add a document to your Organization's Knowledge Base:

  1. Click Knowledge Base → followed by + New Article

  1. Enter a Title → and pick Create Article

  1. Enter (or paste) → and then format your text

    • Use the Title or Header buttons (H1, H2 & H3) to populate the Right-side navigation panel

  2. Click Save Changes

    • Saving an article DOES NOT Publish it to your Knowledge Base
      • Saving just updates your changes in a draft state

  3. Continue Working

    • Notice the Unpublished changes warning in the below image

  4. Click Done → when you are ready to publish your article to your Knowledge Base

  5. Go live with your article by clicking Publish

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Add & Delete Tags

Sort and identify your KB articles with Tags.

To add a tag:

  1. Click Edit Tags

    • Notice this KB article is already tagged with the sop or Standard Operating Procedure Tag

  2. Click X to delete a Tag

  3. Click Add a tag... to create new ones

    • You can add multiple tags

  1. In the Add a tag... box, enter a new Tag → ex. weather, lightning

    • Tags default to lower case → ex. Lightning will save as lightning

  2. Click Save

  3. View your new Tags!

Sort Articles with Tags

To sort articles by a Tag:

  1. Select your Tag from the drop-down list → ex. _weather

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Knowledge Base