Knowledge Base Builder

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  1. Knowledge Base Builder
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Reference

Put an AI agent to work in Knowledge Base Builder

Use an assistant to prepare article and service work for people to review.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Knowledge Editor: Summarize feedback comments on an article and point to the sentence readers find unclear.
  • Article Reviewer: Compare an article in Review with the service question and identify conditions that need a person to check.
  • Service Desk Agent: Gather incident updates for the assigned case and identify a published article relevant to the service.
  • Service Manager: Compare problem findings and scheduled changes with the current guidance for a service.

What stays with a person

  • A person confirms the service facts and makes the publication decision.
  • The assistant can prepare a draft or a comparison, but the team should read the article body, linked records and feedback before changing status.
  • A provider receipt also needs its connection's operating rules; a local receipt is a record of an event, not a substitute for checking the provider.

A person confirms the service facts and makes the publication decision. The assistant can prepare a draft or a comparison, but the team should read the article body, linked records and feedback before changing status. A provider receipt also needs its connection's operating rules; a local receipt is a record of an event, not a substitute for checking the provider.

Set up Knowledge Base Builder your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started