Chatbot and Account Knowledge Base

Add information specific to your operation to improve the quality of AI responses and centralize important account knowledge.

The Knowledge Base can be used to document processes, policies, internal rules, FAQs, operational standards, and any relevant information for your team.

The ProcessFlex AI chatbot can use this content as context to answer questions, assist users, and interpret rules specific to your business.

Useful examples

• Financial rules and operational limits
• Internal purchase, sales, or approval workflows
• Refund and support policies
• Company operational processes
• Internal team FAQs
• Meaning of categories, cost centers, and internal terminology
• Customer service procedures
• Instructions for operators and collaborators

Recommendations

• Use clear and objective titles
• Separate different subjects into different documents
• Keep content updated
• Avoid generic or overly vague documents