Knowledge Base
🌐 Website Page: View Knowledge Base on xy.ai →
Overview
The Knowledge Base Agent lets teams ask questions in plain English and get answers from trusted internal documents. It is built for policies, SOPs, training guides, templates, and other reference material that people need quickly but do not want to dig through manually.
What It Does
- Organizes selected files into a searchable knowledge source
- Answers natural-language questions about policies, procedures, and internal guidance
- Returns answers with citations so staff can see where the answer came from
- Summarizes long documents into faster, easier-to-use guidance
- Helps create a shared source of truth across teams and locations
Key Benefits
- Faster answers without searching shared drives or asking around
- More consistent work because teams reference the same source material
- Faster onboarding for new team members
- More confidence in answers because responses cite the original documents
- Less interruption for subject-matter experts who usually answer the same questions repeatedly
Common Use Cases
- Policy and SOP lookups during busy workflows
- Quick refreshers on how to perform a process correctly
- Comparing two versions of a policy or procedure
- Turning long manuals into shorter summaries or checklists
Getting Started
Choose the files and folders your team trusts most, such as policies, SOPs, and training guides. Start with a focused library, confirm the answers match your expectations, and expand the source set over time.