How to use Knowledge?

Step 1: Create a Knowledge Library

Log in to your SurgeGraph account and navigate to Knowledge from the left menu.

This is where you’ll create libraries, upload assets, and manage your Knowledge content.

1. Click Create Library in the Knowledge Dashboard.
2. Give your library a name (e.g., create a library for a specific client or industry, such as “Client A” or “Pets Industry”).
3. Optionally, add a description for easy reference – especially useful when you’re managing multiple libraries.
4. Click Create Library. You can create up to 30 libraries to suit different projects or clients.
5. Once created, you’ll be taken to your new library.

Step 2: Upload Assets to Your Library

To populate your library, you need to upload assets.

1. Click on Add Assets.
2. Choose the type of asset you want to upload and give it a name:
   • Text Content: Write or copy-paste text, such as internal notes or drafts.
   • Webpage URL: Paste a publicly accessible URL (e.g., a company’s homepage, About Us page, or specific article).
   • Upload from Device: Upload a PDF, Markdown, or TXT file (up to 5MB).
3. Click Add Asset. Note that only the first 40,000 words of each asset will be processed.
4. Repeat this process to add more assets as needed. Each library can hold up to 30 assets.

Important Note on Privacy

Avoid uploading sensitive or confidential information. While we process these assets for use in Knowledge, OpenAI or other LLMs may have access to them, so avoid uploading anything private.

Step 3: Search Your Library

When you have multiple assets, it can be challenging to remember the details of each one. To make it easier, use the chatbot search function.

Think of it like a librarian: you tell it what you’re looking for, and it scans your library to find and provide the information you need.

1. In a specific library, use the Query feature to ask questions or find specific content.
2. Choose your preferred AI model for the query and output.
3. The chatbot will scan your library’s assets and answer your question.

For example, if you uploaded a PDF detailing your product’s features, you could search, “What are the key benefits of Product X?” to get the details.

Note: Your API key will be used here to query and output the information.

Step 4: Use Knowledge in Content Writing

Once you’ve created your libraries and uploaded the assets, you can finally integrate them into your content.

For General Articles:

1. Start a new General Article in SurgeGraph Vertex.
2. During the Outline Building step under “Outline Source” and “Talking Point Source” check the Use Knowledge box.
3. Select the library you want the AI to draw information from.
4. The AI will incorporate your custom Knowledge into the outline and final content.

For Listicle Articles:

1. Start a new Listicle Article.
2. In the Document Creation step, when adding list items, you can select Auto-Suggest from Knowledge from the dropdown. This will automatically suggest list items based on the knowledge you have uploaded.
3. During the Outline Building step, check Use Knowledge and select your library (same process as general articles).

Step 5: See Where Knowledge Was Used in Your Content

Once your content is generated, you can easily see which parts were informed by your uploaded knowledge.

1. On the right sidebar, locate and click on the Knowledge button.
2. SurgeGraph will highlight specific sentences in your article that were sourced directly from your uploaded Knowledge library.
3. Review these highlighted sections to ensure the content’s accuracy and relevance.
4. If you need additional or more specific information, return to the Knowledge Dashboard and search your library (see Step 3).