How to create and manage a Knowledge Graph

Knowledge Graph, our graph-based retrieval-augmented generation (RAG), anchors your generative AI solutions directly in your company's data. By creating a Knowledge Graph filled with trusted data and source materials, you can be confident that your people are getting the correct information.

You can currently connect a Knowledge Graph to Confluence, Sharepoint, Google Drive, Notion, a set of domains or web pages, or a set of manually uploaded files.

P.S. Trying to learn how to use Knowledge Graph? See our article here.

In this article:

• Prepare to deploy Knowledge Graph
• How to create a new Knowledge Graph
• Managing a Knowledge Graph
• How to manually upload files to your graph
• Frequently asked questions

Prepare to deploy Knowledge Graph

There are 4 key steps to complete prior to deploying Knowledge Graph at your organization:

1. Identify the core use cases you want to start with
2. Identify the appropriate users to manage your Knowledge Graphs
3. Map the files and data sources you need to include
4. Employ data hygiene and identify the right version of files

Identify the core use cases you want to start with

Knowledge Graph supports question-answering at scale. Knowledge Graph will be able to interpret the specifics of your question, retrieve the relevant pieces of information, and use advanced skills to construct a response that addresses your question. Learn more about the types of questions Knowledge Graph can answer in the Frequently asked questions section below.

Knowledge Graphs are built for a specific Team in your workspace. What kinds of questions do members of this Team need to be able to answer?

Some examples include:

• Support: access knowledge base and provide answers on plans & products
• Sales/Business development: identify proposals which have answered similar questions or tackled similar SOWs in the past to speed up the drafting of a new proposal
• Sales enablement: find relevant customer references, quotes, statistics
• Research: learn insights about a subject based on technical documents (medical research, financial documents, scientific papers, etc)

Identify the appropriate users to manage your Knowledge Graphs

Those assigned Org admins, team admins, and AI Studio builders roles can create Knowledge Graphs or upload files into them. Org admins may also create a role to extend Knowledge Graph permissions outside of these default roles.

The org admin, team admin, or AI Studio builder should be able to:

• Access and identify accurate, up-to-date files
• Verify accuracy of outputs - If we ask, "what was the expected answer?" you should be able to respond

Here is what each access role type can do in a Knowledge Graph:

Map the files and data sources you need to include

• What data sources are being used by your colleagues today to answer the kinds of questions you expect them to ask your Knowledge Graph?
• Is there any data that should be excluded? Garbage in, garbage out applies: make sure you're only uploading content that is relevant and trustworthy.

Employ data hygiene and identify the right version of files

As mentioned above, the answers you get from your Knowledge Graph can only be as good as the data which feeds them. If you have multiple versions of your company's pricing plans going back to 2008, and you upload all of them into Knowledge Graph, your sales team is likely to pull up outdated information. Make sure all of the information added to your Knowledge Graph is up-to-date and relevant to the use cases for that specific team.

How to create a new Knowledge Graph

Select AI Studio from the left menu of WRITER Home. This will launch a new tab where you’ll be able to find the Control panel to manage your Knowledge Graphs.

The Control Panel is your central hub for managing Knowledge Graphs. Here you can create and manage Knowledge Graphs and control team access. Access the Control Panel from the left navigation menu in AI Studio. Select + New graph to launch the Knowledge Graph creation process.

Give your new Knowledge Graph a name, an optional description, and then select the connection type.

Knowledge Graph sources

There are four different ways to add data into your knowledge graph: through manual file uploads, through data connectors, or through a web connector.

• To add files manually to a Knowledge Graph, scroll down to see the section below.
• To connect a Knowledge Graph to Confluence, Sharepoint, Google Drive, or Notion, see our article Setting up Knowledge Graph data connectors.
• To connect a Knowledge Graph to specific domains and web pages, see our article Setting up Knowledge Graph web connectors. (This feature is still in beta!)
• You can also add files via API, learn more here.

Managing a Knowledge Graph

Viewing your Knowledge Graphs

From AI Studio select Control Panel from the left menu and then select the Knowledge Graphs tab to see all your available Knowledge Graphs. For each Knowledge Graph, you can view:

• Name: The identifier for your Knowledge Graph
• KG file status: The status of the file uploads in the Knowledge Graph.
• Sources: Number of documents or data sources included
• Deployment Access: Who has permission to access this Knowledge Graph and where can it be used (eg. AI Studio access allows builders to leverage the Knowledge Graph in custom agents)
• Last Updated: When the Knowledge Graph was last modified
• Collaborators: Designated users who can edit the Knowledge Graph

Knowledge Graph status

Knowledge Graphs can have several different statuses:

• Live: Files in the Knowledge Graph have successfully uploaded. Knowledge Graph is available for use.
• Draft: The Knowledge Graph is saved but not yet active
• Uploading: Files are currently being processed and added to the Knowledge Graph
• Error: There was an issue processing the Knowledge Graph (check individual sources for details)

Managing Knowledge Graph access

Select multiple Knowledge Graphs using the checkboxes to perform bulk actions:

• Grant team access: Give specific teams access to selected Knowledge Graphs
• Revoke team access: Remove team access from selected Knowledge Graphs
• Grant collaborator access: Allow specific users to edit selected Knowledge Graphs
• Revoke collaborator access: Remove editing permissions from selected Knowledge Graphs
• Delete graphs: Remove selected Knowledge Graphs permanently

Collaborator access

If you are a team admin and want to give someone else access to edit a Knowledge Graph, you can use the collaborator workflow from the bulk actions menu. Using this, you can grant edit, file add, and delete access for that Knowledge Graph. Please note users added as collaborators need to have permissions to edit and manage a Knowledge Graph assigned to their user role. To learn more about roles and permissions click here.

1. In the Control Panel, navigate to the Knowledge Graphs tab.
2. Select the Knowledge Graph you want to manage.
3. Under the bulk actions menu, click Grant collaborator access.
4. Select the user or users you want to grant access to.

Search and filter

Use the search bar to quickly find specific Knowledge Graphs by name. You can also filter your Knowledge Graphs using the dropdown menus:

Filter by Status:

• All status: Show all Knowledge Graphs regardless of status
• Live: Knowledge Graph is available for use (files successfully upload, or website/connector sync complete)
• Uploading: Show Knowledge Graphs currently processing files
• Error: Show Knowledge Graphs that encountered processing issues
• Draft: Show inactive/draft Knowledge Graphs

Filter by Deployment Access:

• All team access: Show all Knowledge Graphs regardless of access level
• AI Studio: Show all Knowledge Graphs available within AI Studio.
• Specific teams: Filter by individual team assignments (for example, “Support Team”)

You can use both filters simultaneously to narrow down your results.

Editing a Knowledge Graph

To edit an individual Knowledge Graph, click on the Knowledge Graph you want to edit from the Control Panel list of Knowledge Graphs. Depending on the type of Knowledge Graph, you can edit the following information:

• For a Manual upload or API Knowledge Graph, you can download, delete, or add files.
• For a Data connector Knowledge Graph, you can add more items, manage synced items, resync, or delete the connection.
• For a Website Knowledge Graph, you can edit, delete, or add websites.

Learn more about the different types of Knowledge Graphs in adding data sources.

How to manually upload files to your Knowledge Graph

Select Upload files. You can use the command button to select and upload multiple files at once. Once you select Open, WRITER will process your files and display them in a menu.

WRITER will display your uploaded files with columns for Name, Status, Added by, and Date added. Select the ••• three dot icon to the right of the source file to delete or download it.

You can select the Status header to filter by file status. The four status options are:

• Processing - WRITER is mapping your file into your Knowledge Graph. No action is necessary at this time - just sit tight!
• Queued - WRITER has not yet mapped your file into your Knowledge Graph. No action is necessary at this time.
• Errored - There’s been an issue uploading your file. First, try to upload the file again. If you encounter the same status, reach out to your Technical Account Manager.
• Completed - The file has been uploaded into your Knowledge Graph and is available to be used.

Frequently asked questions

Knowledge Graph limits

How many different Knowledge Graphs can I create?

Starter plans can create one Knowledge graph, and there are no limits for enterprise plans.

Can I create multiple Knowledge Graphs for the same team?

Yes, you can give teams access to multiple Knowledge Graphs.

Can I create different Knowledge Graphs for different teams in my workspace?

Yes - this is encouraged! Different teams need access to different critical information. For example the product information your Sales team may need access to is likely different from that of the Support team.

Knowledge Graph capabilities

What’s the difference between Knowledge Graph and other types of AI-powered search?

Knowledge Graph serves a wider breadth and more advanced use cases than AI-powered search. AI-powered search is best suited for simple Q&A, with discrete, specific answers (”What is the annual price of our Premium subscription?”). Knowledge Graph can answer these questions, but also answer more advanced questions which require analysis, interpretation, and summarization (”Which Premium subscription features would be most valuable to this user?”). Knowledge Graph doesn’t just find all of the relevant data, it composes a complete, well-reasoned answer and cites its sources.

When should users ask Knowledge Graph versus uploading files to Ask WRITER?

Can Knowledge Graph do math?

No, Knowledge Graph cannot perform numerical analysis. It can retrieve pieces of data, but it cannot perform calculations to produce numbers that aren’t in the original source. For example, if the file above were uploaded into a graph, a user could ask, “How many ThingyMajiggs did we sell in October?” and receive the right answer. However, a user could not ask “How much revenue did we generate from ThingyMajigg sales in October” because Knowledge Graph cannot calculate independently.

If you ask Knowledge Graph the same question multiple times, will Knowledge Graph return the same answer?

Each time you ask a question, Knowledge Graph will pull the relevant information and compose an answer. It might be worded slightly differently, but as long as the underlying files are the same, the data referenced should be the same.

Knowledge Graph data sources

What types of data sources can be connected to a Knowledge Graph?

You can currently connect a Knowledge Graph to Confluence, Sharepoint, Google Drive, Notion, a set of domains or web pages, or a set of manually uploaded files.

File uploading

What file types does Knowledge Graph support?

You can upload pdf, txt, doc/docx, ppt/pptx, eml, html, srt, csv, or xls/xlsx files.

How many files can I add to a Knowledge Graph? Is there a size limit?

For a manual upload connection, an admin can upload up to 50GB of files per Knowledge Graph.

Can I upload files to multiple Knowledge Graphs at once?

No, a file can only be added to a single Knowledge Graph at a time. It doesn’t matter whether the Knowledge Graphs are associated with the same Team spaces.

Can other teams see what I’ve uploaded into different Knowledge Graphs?

Only the members of a specific Team can see what has been loaded into that Knowledge Graph. For example, if someone is a member of both the Sales team and the Customer Success team in your workspace, they will only be able to retrieve information from your Sales Knowledge Graph if they are currently working within the Sales team space.

If I delete or rename a manually updated file in one Knowledge Graph, will it be deleted or renamed in other Knowledge Graphs at the same time?

Each Knowledge Graph is separate. What happens in one Knowledge Graph doesn’t affect another Knowledge Graph.

What’s the best way to keep my manually uploaded Knowledge Graph files up-to-date?

As a best practice, name your files with the date of their most recent review. On a regular basis, you can review anything with a given date stamp (example: search “2023”) to see whether a new version needs to be uploaded. If the information is still up-to-date, rename the file to reflect the most recent review.