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Set Up and Update Your Company Knowledge Base.

Instructions for reviewing, editing, and adding company information used by Searcle to generate content and answers.

Written by Yani Bu
Updated over 3 months ago

Who this is for

This article is for Searcle workspace users responsible for maintaining accurate and complete company information.

What you’ll do

You’ll review your auto-generated knowledge base, update existing information, and add missing details. Once saved, Searcle immediately uses this information across generated content and answers.

What the knowledge base is

The Knowledge Base defines what Searcle knows about your company.

It is created automatically when your workspace is set up, using public information such as:

  • Your website

  • Product documentation

  • Trusted third-party sources

Because this information is generated by AI, it may be incomplete, outdated, or incorrect. Reviewing it early helps prevent inaccurate or misleading output later.

Before you start

  • Log in to your Searcle workspace.

  • Open Knowledge Base from the main navigation.

  • Use the left sidebar to move between sections.

If you don’t see a Knowledge Base after signing in, contact Searcle support before continuing.

Where to find your knowledge base

  1. Log in to your Searcle workspace.

  2. Open Knowledge Base from the main navigation.

  3. Use the left sidebar to move between sections.

How editing and adding content works

You can edit existing information or add new content directly in the Knowledge Base.

  1. Click any field to edit existing content.

  2. To add new information, navigate to the relevant section and select actions like Add Use Case, Add Product, or Add Case Study.

  3. Enter or update the information.

  4. Click Save changes.

All updates take effect immediately.

Who can edit the knowledge base

Anyone with access to the workspace can view the Knowledge Base.

If you can view the Knowledge Base but cannot edit or save changes, contact Searcle support.

How to review efficiently

You don’t need to perfect everything in one pass. Start with the information that has the biggest impact on generated content.

Focus on:

  • Correct inaccuracies

    • Update outdated terminology, missing features, or incorrect descriptions.

  • Add missing details

    • Include brand voice guidelines, key use cases, and relevant examples.

  • Delete irrelevant information

    • Delete entries that don’t apply to your business.

You can return to the Knowledge Base at any time to continue refining these details.

Example: writing factual entries

Avoid:

  • “We are the best ecommerce platform for anyone who wants to sell online.”

Good:

  • “Shopify is an ecommerce platform that helps merchants create, manage, and grow online stores.”

Avoid marketing slogans, opinions, internal notes, or unverified claims. The Knowledge Base should remain factual and customer-facing.

What to review

The Knowledge Base includes sections such as:

  • Basic company details

  • Products and services

  • Use cases and case studies

  • Customer profiles

  • Content personas

  • Competitors

  • Trust and compliance information

  • Industry context

  • External citations

Review each section and update or add content so it accurately reflects your business.

How to confirm you’re done

You’re finished once the information accurately reflects your company and your changes are saved. Searcle will then use this information across generated content and answers.

Troubleshooting

I don’t see a Knowledge Base

  • Make sure you’re logged in to the correct workspace. If it’s missing, contact Searcle support.

I can’t edit, add, or save changes

  • If editing or saving is disabled, contact Searcle support for assistance.

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