The Knowledge Base UI has been refreshed to improve clarity, navigation, and consistency across HighLevel. This update introduces a Summary view, tabbed data sources, and a centralized federated Knowledge Base component used across products.
TABLE OF CONTENTS
- Overview
- Knowledge Base Landing Page
- What’s New in the Knowledge Base UI
- Summary View
- Tabbed Data Sources
- Centralized Federated Component
- Knowledge Base Sources (Tabbed Layout)
- Who This Interface Is For
- What Did Not Change
- Rollout & Availability
- Frequently Asked Questions
- Related Articles
Overview
The refreshed Knowledge Base UI helps admins and editors quickly understand what content exists, where it comes from, and how it is managed. The new layout focuses on better visibility, simpler navigation, and a consistent experience wherever the Knowledge Base is used.
Navigation Path:
AI Agents → Knowledge Base
Knowledge Base Landing Page
From the Knowledge Base landing page, you can view all existing Knowledge Bases, create new ones, and open a Knowledge Base to manage its sources.
What’s New in the Knowledge Base UI
Summary View
Each Knowledge Base now opens with a Summary view. This view provides a high-level snapshot of the Knowledge Base, including connected sources and overall structure, helping you quickly understand its current state.
Tabbed Data Sources
All data sources are now organized into individual tabs. Each tab represents a specific source type, making it easier to manage and review content without switching pages. Additional data sources will appear as new tabs as they are released.
Centralized Federated Component
The Knowledge Base now uses a shared, federated component across multiple products. This ensures a consistent layout, navigation, and management experience wherever the Knowledge Base appears in HighLevel.
Knowledge Base Sources (Tabbed Layout)
When you open a Knowledge Base, supported source types appear as tabs, such as:
Web Crawler
FAQ
Web Search
Tables
Rich Text
File Upload
Each tab shows the number of connected items and provides actions to add or manage sources.
Who This Interface Is For
The refreshed Knowledge Base UI is designed for:
Admins managing Knowledge Bases and data sources
Editors curating and maintaining knowledge content
Viewer-only users can consume content but do not see management controls.
What Did Not Change
This update does not affect:
How content is written or edited
Permissions or access levels
Indexing logic or AI behavior
Existing Knowledge Bases or sources
Rollout & Availability
The refreshed Knowledge Base UI is rolling out progressively. If you do not yet see the Summary view or tabbed data sources, they will appear automatically as the update reaches your account. No action is required.
Frequently Asked Questions
Q: Does the Summary view replace individual source details?
No. The Summary view provides a high-level overview, while each data source tab contains detailed information and management options.
Q: Can I add multiple sources of the same type?
Yes. You can add multiple sources under the same data source tab.
Q: Will new data sources appear automatically?
Yes. As new data sources are released, they will appear as additional tabs without changing the overall UI.
Q: Is the federated Knowledge Base component available everywhere?
The federated component is rolling out across products. Where available, the UI and controls are identical.
Related Articles
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