Knowledge Hub
An AI chat widget that answers visitors' questions strictly from the knowledge you give it. No made-up answers - it only speaks from the documents in your Knowledge Base.
Overview
Upload your documents to a Knowledge Base, and the chatbot answers questions from them with citations, scoped to your workspace only:
- Add documents, spreadsheets, presentations, email, images, audio, or video to a Knowledge Base.
- The chatbot answers using that content and shows where each answer came from.
- Answers are limited to your workspace - your data is never mixed with anyone else's.
Build your Knowledge Base
Upload your files, then group them into collections (for example "Support docs" or "Product FAQ"). Collections let you decide exactly which knowledge a given chat widget can draw from.
What you can upload
Text is extracted from all of these, so the chatbot can quote them in answers:
- Documents - PDF, Word (.docx and the older .doc), OpenDocument (.odt), RTF, EPUB.
- Spreadsheets - Excel (.xlsx and the older .xls), OpenDocument (.ods), CSV, TSV, dBase.
- Presentations - PowerPoint (.pptx and the older .ppt), OpenDocument (.odp).
- Email - .eml, Outlook .msg, and .mbox archives.
- Text and code - .txt, Markdown, HTML, XML, JSON, YAML, TOML, SQL, subtitles (.srt, .vtt), calendar (.ics), contacts (.vcf), and common source files.
- Images - PNG, JPEG, WebP, TIFF, BMP, GIF. Text is read out of the picture using AI OCR.
- Audio - MP3, WAV, M4A, AAC, FLAC, OGG. Speech is transcribed using AI.
- Video - MP4, MOV, WebM, AVI, MKV, WMV, and more. The spoken audio is transcribed; text shown on screen is not read, and a video with no sound produces nothing.
AI OCR and AI transcription can each be switched off in Knowledge Hub settings. When they are off, images, audio, and video still upload but are left as Stored.
When you create a knowledge base you choose:
- Who can see it - only you, your whole team, or specific roles and members.
- Embedding model - keep the workspace default or pick a different one for this knowledge base.
- Vector database - keep the workspace default or, on an entitled plan, store this knowledge base in its own Qdrant index.
Each knowledge base keeps its own separate index, so different knowledge bases can use different embedding models and vector databases without affecting one another. You can change any of these later from the knowledge base page.
Add the chat widget
Create a public key, set its allowed domains, and choose which collections it can read from. Then paste this one line into your site. Add data-mode="floating" for a chat bubble in the corner:
<script src="https://app.softsolz.uk/softsolz.js"
data-service-id="smart-chat"
data-public-key="pk_live_…"
data-mode="floating"></script>
The widget answers only from the collections you bind to that public key. Set its title, colour and quick questions in the dashboard so it matches your brand.
AI Agents
Agents are reusable personas (for example an "AR Assistant") that you can chat with inside the dashboard. Each one carries its own instructions and knowledge so your team can pick the right helper for the task at hand.
Activity & Personalization
Open Knowledge Hub → Activity to see your own usage as a contribution heatmap - active days, total chats, and your current streak - so you can tell at a glance how much you lean on the assistant.
The Personalization tab lets the assistant learn how you like to work and tailor its answers over time. It is a single switch:
- On - the assistant quietly learns your preferences (tone, format, the topics you care about) from your chats and applies them to future answers.
- Off - it stops learning and pauses everything it has stored. Nothing is used until you turn it back on.
You can also tell the assistant to "remember" something directly in chat, or use the Remember this action on any answer. Everything the assistant keeps is listed on this tab, so you can review, edit, or delete any item - or clear it all. It is your personal memory: only you see it, and it is included in your data export and removed if you erase your account.
Improve your answers
Once documents are in, nine settings change how well the Hub finds and answers from them - teaching it your company shorthand, writing answers by hand for your most-asked questions, and stopping out-of-date documents being quoted. Every one is off until you turn it on.
Knowledge Hub settings - all nine, step by step
Reference
Building a deeper integration? See the developer guide for endpoints and events: