Ask a chatbot questions answered from your own knowledge base

A chatbot answers questions using your own documents and can update its knowledge base when you ask.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig(("user types a question")):::human s0[("search knowledge base")]:::store s1["answer using context"]:::task trig --> s0 s0 --> s1 gx{"× user requests an update"}:::gate s1 --> gx p00["deliver answer"]:::task gx -->|"just answering"| p00 p10["save new info to knowledge base"]:::task gx -->|"update requested"| p10 p00 --> out p10 --> out out[/"answers from own documents"/]:::out pay{{"fewer repeated questions, current knowledge"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepA personA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAG
Connects
OpenAIPinecone

The problem it solves

Your team keeps asking the same questions that are already answered somewhere in your documents, but nobody wants to dig through folders to find them. Keeping that knowledge base current is its own chore on top of everything else.

Who it fits

Teams that want a chatbot to answer questions from internal documents and keep that knowledge current.

How it works

  1. You type a question into the chat
  2. The chatbot searches your knowledge base for the most relevant information
  3. It answers using that context, remembering earlier parts of the conversation
  4. You can also tell it to include or update information, which it saves to the knowledge base
What you get

Answers pulled straight from your own documents

You get accurate answers to your questions pulled directly from your own documents, with the option to teach it new information anytime.

What you get

Instant, accurate answers to your questions plus an up-to-date knowledge base.

What you need

An OpenAI API key and a Pinecone account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook