AI Knowledge
AI Knowledge turns your Resource Center’s search bar into an AI‑powered help desk. Everything it knows, all training data, behaviour and how it answers is controlled right here in the Settings page.
This is a BETA feature.
What is AI Knowledge?
AI Knowledge is Jimo’s built‑in large‑language‑model layer that transforms the documentation, files, and FAQs you feed it into a conversational help agent. It turns Jimo into an AI‑powered help desk. Users will interact with it through the Smart Search block you add to any Resource Center.
What it’s used for
Instant answers – Users ask questions in plain language and get precise, context‑rich replies.
Content discovery – Replies can surface related documentation and link or launch Jimo Experiences, guiding users deeper without leaving the app.
Self‑serve support – Reduces repetitive tickets by letting the AI handle common “how‑do‑I?” queries 24 / 7.
How it works
You supply knowledge in the Settings page via crawled URLs, uploaded files, pasted text, or Custom Answers.
Jimo trains a private model that indexes this corpus and retrains on the cadence you choose.
End‑users engage through the Smart Search – AI Knowledge block you add to any Resource Center. The field looks like a search bar; behind the scenes it queries your trained model and returns answers plus optional links/CTAs.
Everything the AI can say is governed by the content you manage in this Settings page—giving you full control over accuracy and tone.
1. Opening the AI Knowledge panel & tabs overview
From your project settings sidebar, select ⚙ Settings › AI Knowledge ().
Use Test Knowledge (top‑right) at any time to .
General
Retraining cadence · Summary tables · Global persona & tone
Contents
All data sources that feed the AI (URLs, text, files)
Custom Answers
FAQ‑style Q&A pairs with optional CTA actions
2. General 🔧
This tab is your control panel: choose how often the model retrains, review content & FAQ summaries, and shape the AI’s persona.
2.1 Auto‑retraining frequency
Choose Never · Daily · Weekly. Jimo will re‑index every content source on this schedule so answers stay up to date. You can still trigger a one‑off retrain at any time from the Contents list.
2.2 Content sources summary
A compact table showing every item you added in Contents:
Content – Name or URL/file.
Type – Site Crawl · URLs · Text · File.
Status – Trained ✓ or Training ⏳.
Last updated – Timestamp of the last successful crawl/upload.
Actions:
⟳ Refresh – Retrain only this source.
🗑 Delete – Remove the source entirely.
Click the row for Content Details (see § 3.3).
2.3 Custom answers summary
Mirrors the structure above but lists each curated Q&A pair (see § 4). Use ✏️ / 🗑 for quick edits.
2.4 General Instructions
Markdown editor that defines the AI’s personality. Default template:
### Role
...
### Persona
...
### Constraints
...Presets: AI Agent · In‑App Coach · Onboarding Specialist · Support · Expert Explainer. Edit or replace freely—changes apply to every answer.
3. Contents 📚
This tab is your knowledge base: add, retrain, and inspect every URL, file, or text snippet that fuels the AI.
3.1 Adding a source
Click + Add content and choose a type:
Site crawl – Enter a starting URL. Jimo follows internal links, extracts the text of every reachable page, and splits long pages into manageable chunks. Add Path filters (e.g.
/docs/,/kb/) to limit the crawl.Single page – Paste a specific URL when you only need one page indexed. Give the entry an optional Source name, then press Train to kick off indexing.
⇒ Give the source an optional name and click Train. New sources appear with Training ⏳ status; they flip to Trained ✓ when ready.
3.2 Understanding status
Training
Being processed—answers won’t use it yet.
Trained ✓
Ready and searchable.
Failed ⚠️
Something went wrong—hover the icon for the error and retry.
3.3 Content Details drawer
Click any source to inspect:
Header – Name · Type · Starting URL / File type · Status · Added at · Added by.
Data Chunks – For crawls, every path with extracted text; for files, each section/page. Expand a chunk to preview the indexed text.
Tip: Large crawls? Break them into logical folders (e.g. /docs/onboarding, /docs/api). Smaller chunks retrain faster and isolate failures.
4. Custom Answers 💬
This tab lets you craft curated question → answer pairs the AI prioritises and optionally attach CTA buttons that open posts, launch experiences, or direct users to URLs.
4.1 Creating a Q&A
Click + Add custom answer.
Question – The phrase or intent users will type.
Answer – Exact reply you want returned.
Action (optional) – Open Post · Launch Experience · Navigate To URL · None. The AI renders a CTA button when this answer is served.
Save. Jimo auto‑trains the new pair in seconds.
4.2 Managing Q&As
List columns: Question · Type (Q&A) · Status · Last updated. Use ✏️ to edit wording or change the action; 🗑 to delete.
4.3 Content Details drawer
Click any Q&A row to open its detail panel:
Header – Question · Created at · Added by · Status.
4.4 How matching works
If a user query is semantically similar to the Question text, the AI returns your curated Answer first, then augments with any relevant content sources.
5. Best practices
Start broad, refine later
Begin with a full doc site crawl; prune irrelevant sections as you analyse feedback.
Avoid noisy sources
Focus on technical and descriptive product content; leave out blogs, or customer stories that can muddy answers.
Use Custom Answers for critical compliance wording
E.g., security disclaimers, legal statements.
Set Daily retrain during rapid product changes
Switch to Weekly once docs stabilise.
Keep persona succinct
The longer the instruction, the slower the response.
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