What is the instance knowledge base?
In Constructor, Knowledge base is where your organization stores your own text materials about how this ConnectiveOne instance is set up: team instructions, process specs, bot rules, onboarding notes, and similar content. Content uses Markdown formatting (headings, lists, links, and diagrams where the UI supports them).
Why use it
- Single place for your team — agreed ways of working live next to bots and settings.
- Easy to open — from the home screen and from the help (?) menu, without hunting files in shared drives.
- Flexible visibility — documents can be public to all instance users or restricted to selected roles.
- AI assistant — if Instance Agent is enabled for your organization, it may use these documents when answering (as configured by your administrator).
- Instance tours — step-by-step UI scenarios you can embed in an article and launch with one click (see instance tours).
What it is not
| Easily confused with | Instance knowledge base |
|---|---|
| The public product docs at docs.connectiveone.io | External documentation for all customers; instance docs complement that with your material. |
| Knowledge base in Fast Line Pro (RAG files) | Separate file collections for Fast Line Pro agents — different area and purpose. |
| Attachments in a chat or ticket (Operator Line) | Files belong to one conversation or ticket, not a shared instruction library. Instance knowledge base is a separate Constructor section with Markdown docs for your whole instance team. |
Availability
The section appears only if an instance administrator has turned the feature on in instance settings (feature flags area, Instance Docs category). If you do not see Knowledge base, contact your administrator.