Guides, FAQs and best practices for every SyntrixOne feature.
One source of truth for every answer.
Author once, use everywhere.
Open /dashboard/kb-articles → "New article". Use the rich-text editor to write your article: headings, lists, code, images, callouts.
Articles can power chatbots, your team's search and the public customer portal.
Import PDFs, DOCX and URLs as sources.
Open /dashboard/knowledge-base. Drop a PDF / DOCX or paste a URL. We auto-chunk the content and embed it for retrieval.
Sources are different from articles: articles are human-curated; sources are imported content the AI can search.
Use folders, tags and ordering.
Group related articles with tags. Drag-and-drop to reorder in the portal navigation.
Articles can be marked as "draft" (only visible to your team) or "published" (visible to customers in the portal).
Pick sources, save, done.
Open the chatbot editor. Under "Knowledge sources", tick the articles and sources you want this bot to use.
Each chatbot can have its own selection — useful when one bot focuses on support and another on sales.
Write articles AI can actually use.
Keep articles focused (one question per article).
Use clear H1 / H2 headings — the chunker uses them.
Avoid screenshots-only articles; the AI cannot read text from images. Always include written explanations.
Update articles when answers change — outdated KB content leads to wrong AI replies.
Our team replies to support tickets within one business day.
