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Create, rename and delete a library ​

A library is one knowledge base: a named folder of documents, websites and FAQs. You need at least one before you can add content.

Find it: Sidebar → Knowledge → Connect source → New library…

How many libraries do I need? ​

Your situationSuggestionWhy
One business, one agentOne library, for example "Brightway FAQs"Simple to keep up to date.
Different agents need different facts (sales vs support)One library per topic, for example "Prices" and "Support policies"Switch on only what each agent needs.
Several branches with different prices or timingsOne library per branchEach branch's agent quotes its own facts.
Content that comes from a Google SheetIts own library (created when you connect the sheet)Sheet libraries are read-only and sync from the sheet.

A library helps only when it's switched on for an agent. One library can be shared by many agents.

Create a library ​

  1. Go to Sidebar → Knowledge. You'll see: the Knowledge page. If you have no libraries yet, it says "No libraries yet" with a Create a library button.
  2. Click Connect source, then New library… (or Create a library). You'll see: a New library window: "Group files for one property or team. Link it to the agents that should use it."
  3. Type a Name (up to 60 characters), for example "Brightway Services & Prices".
  4. Click Create library. You'll see: the new library is selected in the Library picker, and it's empty.

You can also create one from inside an agent: Knowledge → New knowledge base. See Agent Knowledge.

New library window

Switch between libraries ​

Click the Library chip below the tabs and pick a library. Each shows how many documents it has. A lock icon means it's read-only.

Rename a library ​

  1. Pick the library in the Library picker.
  2. Click ⋯ (Library actions) next to it, then Rename library. You'll see: a Rename library window.
  3. Type the new name and click Save. You'll see: "Library name updated".

Delete a library ​

Deleting is permanent. It removes every document, website and FAQ in the library. Any agent using it loses those facts straight away.

  1. Pick the library, click ⋯, then Delete library…. You'll see: a Delete library window with a warning list.
  2. Type delete in the box.
  3. Click Delete library. You'll see: "Library and all its contents have been removed".

Your default library can't be deleted. Its menu shows "Default library can't be deleted".

What's next ​

Add content to your new library:

Then switch it on for an agent in the agent's Knowledge section.

Common problems ​

New library… opens an upgrade window. Knowledge is locked on your plan. Upgrade to unlock it.

I can't find my new library in an agent. Reload the agent editor. Then switch the library on and click Save.