Maintaining an up-to-date knowledge base ensures that Pointer provides accurate, reliable information.

Updating different source types

Each knowledge source type requires different maintenance approaches.

Rules

Rules affect all AI responses and require careful consideration when updating.

When to update rules

Update rules when company policies or procedures change, core product functionality evolves significantly, communication standards or brand voice updates, or new warnings or important notices need to be added.

How to update rules

  1. Review existing rules for accuracy and relevance
  2. Edit rule content while maintaining the 30-5,000 character limit
  3. Update rule titles to reflect current purpose
  4. Test changes by asking questions that should trigger the updated rules

When updating rules, consider the impact on all AI responses. Test thoroughly to ensure changes improve rather than confuse the overall user experience.

Files

Files are the easiest source type to update and should be refreshed regularly.

File replacement process

  1. Prepare updated content with current information
  2. Upload new file with the same or updated filename
  3. Delete outdated files that are no longer relevant

File maintenance schedule

Review files weekly, update after feature releases, conduct quarterly reviews, and update when significant changes occur.

Links are automatically re-scraped weekly. You should monitor link health regularly, verify scraped content accuracy, and remove broken or irrelevant links.

Manual re-scraping

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).

Optimizing content

Best practices

Establish update workflows

Assign team members to maintain specific content areas, establish regular update schedules, track changes, and test updates to ensure quality.

Quality assurance

Verify accuracy of new content through fact-checking, ensure consistency with existing information, test AI responses, and maintain backups of critical content.

Always test knowledge base changes before deploying to users. Incorrect information can significantly impact user experience and trust.