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Knowledge Base Overview

The knowledge base is a collection of question-and-answer pairs that oHallo references when responding to customer messages. The more complete and accurate your knowledge base is, the better the AI handles enquiries without human intervention.

When a customer sends a message, oHallo’s planning agent searches the knowledge base for entries that match the customer’s question. Relevant entries are passed to the message agent as context, so the AI drafts its reply based on your verified information — not guesswork.

For example, if a customer asks “What is your return policy?”, the AI looks for KB entries tagged with “returns” and uses the answer text to compose an accurate response.

Each knowledge base entry has three parts:

  • Question — The customer question this entry answers (e.g. “How long does shipping take?”)
  • Answer — The complete answer the AI should use when responding
  • Topics — One or more tags that categorise the entry (e.g. “shipping”, “returns”, “billing”, “warranty”)

Topics help the AI find the right entries quickly. When a customer asks about returns, the AI prioritises entries tagged with “returns” over unrelated entries.

Every entry has a status that determines whether the AI can use it:

StatusMeaning
ApprovedActive and used by the AI when answering customer questions
Pending reviewProposed by the learning loop or created as a draft — needs human approval before the AI can use it
RejectedReviewed and declined — the AI will not use this entry
ArchivedNo longer active — removed from AI consideration but kept for reference

Only entries with the Approved status are used by the AI. All other statuses are invisible to the AI when it drafts replies.

Knowledge base list view showing entries with their questions, topics, and statuses

The Knowledge Base page displays all your entries in a searchable list. At the top you will find two tabs:

  • All entries — Shows every entry regardless of status
  • Pending review — Shows only entries waiting for your approval, with a badge indicating how many proposals need attention

You can search entries by keyword or filter by topic to find specific content quickly.

If you are setting up the knowledge base for the first time, start with your most frequently asked customer questions. Even a small set of well-written entries will noticeably improve the AI’s response quality. You can always add more entries as new questions come up.