Knowledge Assets in Auto Answers and Bots

Starting in MicroStrategy ONE (June 2024), administrators can use Workstation to upload and manage knowledge assets in Workstation. Administrators can also configure a knowledge asset at the application level so the asset can be used in Bots and dashboards under the application.

For more information on knowledge assets in Library, see Knowledge Assets in Auto Answers and Bots.

Prerequisite

To upload and edit knowledge assets, you must have the Create and Configure Knowledge Assets privilege.

File Format and Constraints

The following guidelines ensure optimal performance and user experience across MicroStrategy Cloud Environments (MCE).

These constraints are subject to adjustments based on the evolving capacities and capabilities of different environments.

Supported File Format and Size

• File Format: MicroStrategy only supports knowledge assets in Excel format (.xlsx).

• File Size: The maximum file size is 5 MB, or 200 rows, whichever limit is reached first.

Content Requirements

• Text-Only Content: The file must contain knowledge in text format only. Embedded images, charts, pivot tables, and similar content will not be processed.

• Column Constraints: All essential information must be in the first column of the Excel file. While text in subsequent columns will not be utilized by MicroStrategy AI for additional information, you can use these columns to organize your knowledge assets efficiently.

• Character Limits: Each cell has a maximum length of 2000 characters.

Feature Limitation

• Bot Topics: The Bot cannot utilize uploaded knowledge assets while answering AI generated questions for each predefined topic. Bot owners should be mindful of this when creating topics. AI suggested questions and data questions from user input are answered with relevant content from knowledge assets to improve answer accuracy.

Upload a Knowledge Asset

1. Open the Workstation window.

2. Connect to an environment.

3. In the Navigation pane, click , next to Knowledge Assets.

4. Drag and drop a file or click Browse files and select a file.

5. Click Add.



6. In the Status column, a knowledge asset will display Ready once Studying is finished and the knowledge asset is available to use.

   

Manage Knowledge Assets

1. In the Navigation pane, click Knowledge Assets.

2. View knowledge asset information such as certification status, owner, date created, etc.



3. Right-click a knowledge asset and choose one of the following options:

   • Properties: View and edit knowledge asset information including knowledge asset dependents and security access.

     

   • Replace: Upload a new Excel file for the knowledge asset.

     

   • Download .xlsx file: Download the Excel file from the knowledge asset.

     

   • Certify/Decertify: Certify or decertify the knowledge asset.

   To include knowledge assets in an application, they need to be certified.

   • Delete: Delete the knowledge asset.

   • View Dependents: View which Bots, dashboards, or applications are using the knowledge asset.

To ensure that environment-level knowledge assets are applied across all dashboards and bots within a specific application, please refer to Application Level Knowledge Assets.