Knowledge management

Add knowledge manually

You can add a single piece of enterprise knowledge by configuring it manually. This method is suitable for scenarios where you have a small number of entries to add and require manual verification. The procedure is as follows.

1. Click the Add Knowledge button in the upper-right corner of the page.

2. On the Add Knowledge page, configure the knowledge information.

   • General knowledge

     Configuration item	Description
     Business definition	Define a common business concept within your enterprise. You can enter common and standard terms used in your business, such as "sales progress" or "GMV". You can enter up to 100 characters.
     Data explanation	Provide a detailed explanation of the business definition, including its meaning, calculation methods, and important notes. This helps the Large Language Model (LLM) better understand the definition. You can enter up to 1,000 characters.
     Synonyms	Enter other common names or aliases for the business term. This helps the LLM recognize different ways of asking about the same definition. Press the Enter key after you type a synonym to add it. You can enter multiple synonyms at once by separating them with a semicolon (;). After you add synonyms, the AI automatically associates this knowledge when a user asks a question that hits any synonym for the effective data resource.
     Effective scope	Set the scope where this business definition applies. You can set it to All data in the enterprise or Effective for specific data only. All data in the enterprise: The business definition applies to all data resources in the enterprise. This pattern is suitable for enterprise-level core metrics or common business concepts that are standard and unified. Effective for specific data only: The business definition applies only to specific data assets. In the asset selection area, you can switch between category tabs to view and select different types of data assets. You can select one or more data assets across different types. The selected assets are displayed at the bottom of the panel. This pattern is suitable for enterprise knowledge with homonyms that have different meanings or for specific business scenarios.

   • Dedicated knowledge

     Configuration item	Description
     Business definition	Enter a business concept that is specific to a data resource. You can enter specific business concepts or exclusive metrics for the data resource. You can enter up to 100 characters.
     Data explanation	Provide a detailed explanation of the business definition, including its meaning, calculation methods, and important notes. This helps the LLM better understand the definition. You can enter up to 1,000 characters.
     Synonyms	Enter other common names or aliases for the business term. This helps the LLM recognize different ways of asking about the same definition. Press the Enter key after you type a synonym to add it. You can enter multiple synonyms at once by separating them with a semicolon (;). After you add synonyms, the AI automatically associates this knowledge when a user asks a question that hits any synonym for the effective data resource.
     Effective scope	Select the data asset where this business definition is effective. You can only attach it to a single data asset. In the asset selection area, you can switch between category tabs to view and select a specific data asset.

3. Click Finish and Import to add the enterprise knowledge. The added knowledge is enabled by default. The AI automatically associates this knowledge when users perform analysis tasks on the applicable data assets.

Smart import

You can upload a local file and use AI to automatically identify and extract business knowledge from the file. This method is suitable for scenarios where you have existing business documents, such as metric definition tables or data dictionaries, and need to quickly build a knowledge base in bulk. The procedure is as follows.

1. Click the Smart Import button in the upper-right corner of the page.

2. In the Upload File step of the Batch Import Business Logic dialog box, configure the file to upload.

   Configuration Area	Description
   ① Upload file	Click or drag the file you want to upload to area ①. Note You can upload files in XLS, XLSX, CSV, PDF, DOC, DOCX, and JSON formats. Each file must be no larger than 10 MB. You can upload up to 2 files at a time.
   ② File upload list	This area shows the queue of selected files ready for upload. If the queue contains a file that was selected by mistake or is no longer needed, click the icon to the right of the file to remove it.

3. Click the Start Smart Extraction button. The system parses the file and extracts the knowledge. After the process is complete, the system automatically proceeds to the Preview Extraction Results step. This step displays the knowledge extracted from the file. You can perform the following operations:

   Available operations	Description
   ① Tag filtering	After parsing and extracting knowledge, the system categorizes the knowledge as Can be directly adopted or Needs review based on whether review is needed. You can switch between the tabs to quickly view and manage the corresponding knowledge.
   ② Relearn	Click the Relearn button. The system will re-parse the document and extract the knowledge.
   ③ Select knowledge	Select the knowledge to import into AIPro. When the system finishes extracting knowledge, it selects the knowledge that Can be directly adopted by default.
   ④ Enabled status	The knowledge is enabled by default after extraction. You can change this using the switch in the Enabled column.
   ⑤ Edit	Click the icon to modify the information for the current knowledge in the Edit Knowledge dialog box.
   ⑥ Delete	Click the icon and confirm in the dialog box to delete knowledge that is no longer needed.
   ⑦ Batch operations	You can select multiple knowledge entries at once to batch modify their effective scope or batch delete them.

4. Click Finish and Import to add the enterprise knowledge. The added knowledge is enabled by default. The AI automatically associates this knowledge when users perform analysis tasks on the applicable data assets.

   Note

   The system automatically checks for enterprise knowledge with the same name. If duplicates exist, you must select Cancel Import, Skip Duplicates and Import, or Overwrite and Import in the confirmation dialog box.

Dialogue generation

In an analysis task dialog box, you can add enterprise knowledge using natural language descriptions or uploading a file. This method is suitable for scenarios where you need to promptly establish fragmented business rules or quickly parse existing knowledge documents to generate knowledge within your workflow. The details are as follows.