Keep files current by regularly reviewing content for accuracy and updating files when features change.
Add rules, files, and web links to give Pointer additional context about your product.
The knowledge base allows Pointer to better understand your product and provide accurate, contextual responses to user questions. If you do not have robust documentation, you can still use Pointer, but your responses might be less accurate.
Pointer supports three distinct types of knowledge sources, each optimized for different use cases:
Always-active guidelines that influence every AI response, perfect for company policies and key instructions.
Upload any text-based document to add detailed product information, documentation, and reference materials.
Automatically scrape and maintain web content, keeping your knowledge base current with live documentation.
Rules are high-priority knowledge elements. They’re perfect for establishing consistent guidelines, company policies, and important context that should always be considered.
To create a rule:
Rules consist of two components:
Rules are ideal for:
Keep rules focused and specific. Since they’re included in every query, well-crafted rules significantly improve response quality while poorly written ones can introduce confusion.
When multiple rules are relevant to a query, Pointer automatically prioritizes the most applicable ones based on:
Files are perfect for detailed documentation, manuals, guides, and reference materials.
To create a file:
You can upload various text-based file formats including:
Structure your content
Organize files with clear headings and sections. This helps Pointer understand the content and answer questions more accurately.
Include comprehensive information
Ensure files contain complete feature explanations, step-by-step procedures, common use cases and examples, troubleshooting information, and related context and background.
Maintain accuracy
Keep files current by regularly reviewing content for accuracy and updating files when features change.
Because files are not publicly available, Pointer will not able to directly cite them in responses (but can still use them to answer questions).
Add URLs to automatically scrape and maintain live content in your knowledge base. Links keep your information current without manual updates.
To add a link to your knowledge base:
Click the refresh icon next to any link to manually re-scrape its content and update your knowledge base with the latest information. Although we automatically re-scrape links weekly, this is an additional way to ensure your knowledge base is up to date.
Click the magnifying glass icon to discover related links. Pointer analyzes the current link and finds related pages. For example, if you add a link to your website (e.g., https://pointer.so), it will find related pages (e.g., https://pointer.so/pricing).
Choose authoritative sources
Leverage related link discovery
Monitor link health
Regularly check that links remain accessible and active. If a link is broken, Pointer will not be able to scrape it.
Knowledge base management requires appropriate permissions:
Only admins of your Pointer project can manage knowledge sources (including adding, removing, and updating sources).
This restriction ensures that only trusted team members can manage knowledge sources.
Ensure your team has designated admin members who can maintain the knowledge base. Without admin access, team members cannot add or modify knowledge sources.
Create a robust knowledge base by combining all source types. This includes:
Make sure to include information that addresses frequent user inquiries and provides multiple perspectives.
Ensure high-quality responses by: