Atlas
  1. Documentation
Atlas
  • Documentation
    • Welcome to Atlas!
    • Account Setup
    • Connect your calendar
    • Twilio Integration
    • Dashboard
    • Knowledge
    • Contacts
    • Script Formatting
    • Global Actions
    • Call Records
    • Account
    • Welcome to Atlas
      • Campaign Onboarding
      • Knowledge Base
      • Edit Script
      • Advanced Script Options
      • Phone number integration
      • Call Forwarding
      • Calendar Integration
      • Campaign Details
      • Call Records
      • SMS Integration
      • Call Scheduling
      • Add Contacts
      • Testing your outbound campaign
      • Clone Campaign
      • General Walkthrought
    • Campaigns
      • Create Campaign
      • Campaigns
      • Calls Enrichment
        • Enriching Calls with External CRM and Data Sources
        • Go High Level - Call Enrichment
        • Pipedrive - Call Enrichment
        • Shopify - Call Enrichment
        • Monday - Call Enrichment
        • Hubspot - Call Enrichment
    • Integrations
      • Zapier
      • Make
      • Keragon
      • Go High Level
        • Download Atlas App in GHL App Marketplace
        • Import the Atlas Snapshot
        • Triggers and Actions
        • Workflows
          • Workflow 01 - Lead form Submitted Website
          • Workflow 02 - CALL Lead from Website form
          • Workflow 03 - CALL Lead from Meta
          • Workflow 04 - Summary and Recording to Conversations
    • Phone Systems Integrations
      • Dialpad Integration
  • API Reference
    • API documentation
    • Authentication
      • Authentication
      • Authorization
      • Token
      • User Info
    • Triggers
      • Subscribe
      • Unsubscribe
      • Campaigns
      • PerformList operation
    • Actions
      • Start a Call
  1. Documentation

Knowledge

Overview#

The Knowledge Page allows you to view and manage knowledge files and collections. You can filter files by collections, view details, and perform actions on the files.

Instructions#

Viewing Knowledge Collections#

Page Title: At the top of the page, you will see the title of the knowledge base.
Collections Section:
Below the title, you will find a section listing all knowledge collections.
Each collection is displayed as a button with a folder icon, collection name, number of entries, and the last edit date.
The number of collections is shown in parentheses next to the "Knowledge Collections" heading.

Selecting a Collection#

Select a Collection:
Click on any collection button to filter the knowledge files by that collection.
The selected collection will be highlighted with a border.
Deselect a Collection:
Click on the selected collection button again to deselect it and view all knowledge files.

Viewing Knowledge Files#

Files Section:
Below the collections section, you will see the files section.
The heading will display the selected collection name or "All Files" if no collection is selected, along with the number of files.
Knowledge Table:
The table lists all knowledge files based on the selected collection.
You can view details and perform actions on the files within the table.
Modified at 2025-05-06 20:23:20
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