Ask a B2B order management question
Answers come from approved process knowledge. Try the suggestions above.
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Approved entries with no recent review are flagged as needing review after 90 days.
Use Reviewed by for who last checked the content and Approved by for who signed it off to go live.
Approved by is optional for drafts, but recommended for approved live entries.
Knowledge base
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Process guides
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Answers use approved entries only. Draft and archived content stays out of the live answer pool.
Settings
Semantic search is now server-side. The browser no longer stores the real Anthropic key. Fresh browsers can also inherit a shipped backend URL from the page itself.
Checking backend…
The frontend will fall back to keyword mode if the backend is unavailable.
The frontend will fall back to keyword mode if the backend is unavailable.
Checking session…
Latest approved answers should come from the backend when available. Admin and Knowledge access still require the admin role.
Latest approved answers should come from the backend when available. Admin and Knowledge access still require the admin role.
Show closest matches
Display related entries below each answer
Use conversation context
Pass last 3 exchanges to semantic search (API mode only)
Accounts
Minimal admin-managed lifecycle
Accounts are backend-managed when shared state is active.
Accounts are backend-managed when shared state is active.
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Sources
Document Ingestion V1
Upload a source document and optionally provide extracted text. V1 publishes reviewed guides into the live store; chat still answers only from published content.
Upload a source document and optionally provide extracted text. V1 publishes reviewed guides into the live store; chat still answers only from published content.
Operations
Update workflow
1. Add entries here in the app
2. Admin → Export knowledge base (JSON)
3. Double-click build.py → select the JSON → click Build
4. Upload the new
5. Everyone sees the update on next refresh
1. Add entries here in the app
2. Admin → Export knowledge base (JSON)
3. Double-click build.py → select the JSON → click Build
4. Upload the new
index.html to GitHub5. Everyone sees the update on next refresh
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Audit findings will appear here for admin users.
Open Admin to review live KB overlap findings.
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Upload a source document to review extracted draft guides here.
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