The Knowledge Center: How BrokerBot Gets Smarter for Your Team
The Knowledge Center is your team’s central place for documents, videos, audio, and other materials that BrokerBot uses to answer team-specific questions.
By adding your policies, procedures, training materials, and other authoritative resources, you give BrokerBot the context it needs to provide answers that fit your business.
What Should You Add?
Policies and procedures
Agreements and compliance materials
Internal how-to guides
Training videos and recordings
Audio recordings or spoken training
Spreadsheets and data files
Frequently used forms and reference documents
You can upload files directly or import supported video sources from YouTube, Vimeo, direct video-file URLs, and YouTube channels or playlists.
How Access Works
Knowledge Center folders can have their own visibility and permissions. This lets you keep sensitive materials limited to the appropriate teams while making general resources broadly available.
Owners, partners, and team leaders can manage content in folders where they have edit access.
Other team members can view internal content and files shared with their team, but cannot upload or add content to the Knowledge Center.
Users with individual permissions can view specifically shared private content, but cannot upload or add content through a view-only permission.
Because access is folder-scoped, a document or video added to the Knowledge Center is not automatically visible to every team member.
How BrokerBot Uses the Content
After a file or video finishes processing, BrokerBot makes its content searchable. When a user asks a relevant question, BrokerBot can use the permitted Knowledge Center content to provide a more specific answer.
For videos and audio, processing time depends on the length and quality of the recording. Clear speech and useful file names make the content easier to use.
Tips for Maintaining Your Knowledge Center
Keep the most current version of each policy or guide.
Use descriptive file names.
Organize resources into folders by topic or team.
Review folder permissions when content should be restricted.
Add a written guide or summary when a process has important steps users need to follow.