Creating and maintaining content for Pega GenAI Knowledge Buddy

Perform the following steps to create content in the Knowledge Buddy portal:

1. In the navigation pane of the Knowledge Buddy portal, click Create > Content.

Optional: Alternatively, in the navigation pane of the Knowledge Buddy portal click Content, then in the upper-right corner click Create content.

2. In the Collection list, select the collection you want to use.
3. In the Content type (Data source) list, select the data source you want to use.
4. In the Access configurations section, click Add Access config.
5. In the Access role name list, select an access role.

Optional: Repeat steps 4 and 5 to add additional Access roles.

6. Click Advanced settings to configure content processing options such as Chunking method, Chunk size and Chunk overlap.
7. Click Submit.
   
8. In the Author content window, in the Content format section, choose the content format you want to use:
   1. Text – you can use the rich text editor to create knowledge content.
   2. File – you can upload files such as .txt, .docx, .ppt, .pdf.
      
      Note: While the Text content you create or the Files you upload can contain images, Knowledge Buddy does not answer questions about images.

9. In the Title field, enter the title you want to use for your content.
10. In the Abstract field, enter an abstract for your content.
    
11. Enter your content:
    1. If your content format is Text: Click Add content, then add your content in the Define content field using the rich text editor.
       
       Note: Pega Knowledge Buddy automatically divides your content into chunks based on the chunk size you choose. If you want to control how the content is chunked, click Add content multiple times and add one content block for each chunk. Keep in mind that even if you create multiple text blocks, if the text in a single block exceeds the chunk size then Pega Knowledge Buddy divides it into multiple chunks automatically.
    2. If your format content is File: Click Drop or choose a file, then browse your computer for the file you want. Alternatively, you can drag and drop the file in the Attachment field.
       

12. Click Submit.

Pega Knowledge Buddy allows you to modify or update content, as well as configurations such as data source, chunking and access configurations.

Complete the following steps to edit content on the Pega Knowledge Buddy portal:

1. In the navigation pane of Pega Knowledge Buddy, click Content.
2. In the Content ID column, click the ID of the content you want to edit.
3. Click Actions > Reopen.
   
4. In the Reason behind reopening field, enter the reason why you are reopening the content, then click Submit.
5. If your content is in Text format, you make changes using the rich text editor in the Define content field.
6. If your content is a file you uploaded, you can click Actions > Delete to remove the document before you attach a different file.
   
7. Click Submit once you are satisfied with the changes you made to the content.

This changes the work status of the article to Resolved-Published and causes the system to ingest the content once again.

To edit configuration details, after you re-open the content (the content is in the Open-Ready status):

1. Click Actions > Edit configuration.
   
2. In the Edit configuration widow, make changes to the Data Source, Access configurations and Advanced settings respectively. You are unable to change the collection after the content was ingested.
3. Click Submit to close the Edit configuration window, then click Submit again to cause the system to ingest the article.

You can re-ingest content to fix ingestion errors, or after you make updates to it (for example after you change the chunking method or chunk size). To re-ingest content:

1. In the navigation pane of the Knowledge Buddy Portal, click Content.
2. In the Case ID column of the Content landing page, click the ID of the content you want to re-ingest.
3. Click Actions > Re-ingest content.
4. Click Submit.

You can remove content from the Knowledge Buddy portal to make it inaccessible to Knowledge Buddy, for example if content is outdated or incorrect. Perform the following steps to withdraw content:

1. In the navigation pane of the Knowledge Buddy Portal, click Content.
2. In the Case ID column of the Content landing page, click the ID of the content you want to withdraw.
3. Click Actions > Withdraw.
   
4. In the Reason for withdrawing field, enter the reason why you are withdrawing the content.
5. Click Submit. You have successfully withdrawn the content.
   
   Note: You can reopen content that you have previously withdrawn at any time if necessary.