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Knowledge - Set Up Your Organization's Knowledge Base

Knowledge lets Admins centralize company documents and text in a dedicated Settings area. Once added, that knowledge is automatically available to Ask Anything and all Modjo Agents

Prerequisites

  • Required role: Admins and Managers

  • Access path: Settings → Modjo AI → Knowledge

  • Storage limit: 5 MB per file, up to 100 active documents

Adding a Text Entry

Use this option to type or paste structured content directly: company description, sales methodology, product catalog, playbook, etc.

  1. Go to Settings → Modjo AI → Knowledge

  2. Click Add files

  3. Select Enter text manually

  4. Type or paste your content

  5. Click Save

The knowledge is available immediately after saving.

Uploading a Document

Use this option to import an existing file: playbook, battlecard, product sheet, training material, etc.

  1. Go to Settings → Modjo AI → Knowledge

  2. Click Add files

  3. Select Upload a document (.txt, .md)

  4. Drag and drop your file or click to browse

  5. A Processing… status indicator appears

  6. Wait for the status to change to Ready - the content is then available to all AI tools

Accepted formats: .md, .txt

Indexing time: Documents are usually ready in 1 to 2 minutes.

How Knowledge Is Used

Once indexed, Tenant Knowledge is automatically available to:

  • Ask Anything (when a user asks a question), the AI evaluates whether organizational knowledge improves the answer. If it does, relevant excerpts are injected alongside call data.

  • All Agents (on every run), the Agent draws from the same shared knowledge base, with no changes to its configuration.

No setting needs to be activated: injection is decided automatically by the AI based on a relevance score.

Attribution visible in the UI

When Knowledge contributes to a response, the interface explicitly shows a Knowledge consulted step, the same pattern used for other tools (CRM, search). This makes the AI's reasoning transparent.

Best Practices

  • Structure your documents: clear sections (headings, lists) improve retrieval accuracy.

  • Update regularly: To update a document, use Edit in its menu. Uploading the file again creates a second copy, so delete the old one first.

  • Favor context-specific documents: avoid generic or very long unstructured files.

  • Keep under 100 documents: delete outdated ones before adding new ones.

Limits

  • Per-agent selection: knowledge is global; no per-Agent toggle is available at this stage

  • External connectors: Google Drive, Confluence, Notion, Dust are not available for now

Troubleshooting

Issue: A document shows Error (Upload failed or Processing failed)

Fix: click Retry, or Remove and upload it again.

Issue: The AI does not seem to use the knowledge in Ask Anything responses.

Fix: The AI only injects knowledge when it is relevant to the query. Ask a question that directly relates to content in your documents (e.g., your methodology, a specific objection). Also check that the document status is Ready.

Issue: Error message when uploading.

Fix: Verify that the file does not exceed 5 MB and that it is in an accepted format: .md, .txt.

FAQ

Q: Do I need to update my existing Agents to use Knowledge?

A: No. All existing and future Agents automatically access the knowledge base as soon as it is populated. No prompt or configuration change is required.

Q: Can I restrict Knowledge to specific Agents only?

A: Not at this stage. Knowledge is global and available to all Agents and Ask Anything. Per-Agent filtering is planned for a future release.

Q: What happens when I re-upload a document?

A: A new document is created next to the old one. To update a document, use Edit instead, or delete the old version before uploading the new one.

Q: Can users (non-Admin & Manager) view or edit the knowledge base?

A: No. Only Admins & Managers can access Settings → Modjo AI → Knowledge and manage the knowledge base.

Q: How is Knowledge different from Custom Vocabulary?

A: They are two separate features. Custom Vocabulary corrects transcription errors (spelling of business terms). Tenant Knowledge gives the AI organizational context to improve the quality of its analyses and responses.

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