How to Create a Smarter AI Assistant with Your Knowledge Base

Your AI assistant is only as good as what it knows about your business. While MorningAI's DNA sections capture your public brand information, your Knowledge Base is where the real magic happens, it's your AI's private education system.

Think of it this way: a small coffee shop handles over 85,000 transactions per year, and a brand sending just 2-3 emails weekly generates 10,000+ data points. That's valuable intelligence sitting unused in your files. Your Knowledge Base transforms this dormant data into AI superpowers.

What Is a Knowledge Base?

Your Knowledge Base is an unstructured repository where you upload documents, files, and data that only you possess. Unlike DNA sections that pull from public sources, this is your private intelligence vault.

The difference is crucial:

• DNA Sections: Structured, public data we gather automatically (brand colors, website content, social media)
• Knowledge Base: Unstructured, private data you upload manually (internal docs, call transcripts, sales data)

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What You Can Upload

Customer Intelligence

Upload call transcripts, chat logs, email threads, and survey results. MorningAI will learn your customers' actual language, common objections, and real pain points, not generic assumptions.

Internal Documentation

Brand manuals, style guides, employee handbooks, and training materials ensure every MorningAI output matches your standards and processes.

Product Information

Detailed spec sheets, warranty policies, compliance documents, and feature comparisons give MonringAI authoritative answers for customer inquiries.

Sales and Marketing Assets

Playbooks, case studies, proposal templates, and pricing sheets help MorningAI build better campaigns and sales materials.

Operational Data

SOPs, workflow diagrams, and escalation protocols turn MorningAI into an operations assistant that can guide team members through complex processes.

Advanced Use Cases

Competitive Intelligence: Upload competitor analysis, battlecards, and market research. MorningAI can instantly compare your offerings and generate differentiated selling points.

Performance Data: Feed in campaign reports, sales trends, and seasonal demand curves. MorningAI learns what works and applies those insights to new content.

Creative Assets: Upload approved headlines, successful ad layouts, and brand-compliant imagery notes. MorningAI remixes proven elements for fresh campaigns.

How to Upload to Your Knowledge Base

1. Navigate to the DNA section in your dashboard
2. Click on "Knowledge Base" (far right tab)
3. Select "Upload Files"
4. Choose your documents (PDFs, Word docs, PowerPoints, Excel files, CSVs)
5. Wait 15 minutes for processing

File Requirements:

• Up to 50 documents per account
• Maximum 20MB per file
• Text-based formats only (no images)

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Pro Tips

Start with your brand manual. Upload it, then test by asking MorningAI about specific brand elements like hex codes or voice guidelines. This proves the system works and gives you immediate value.

Aggregate your call transcripts. Pull the last 90 days of customer calls into one large text file. This creates a goldmine for FAQ development, product innovation insights, and understanding real customer language.

Use AI to create competitive intelligence. Run deep research reports on competitors using tools like ChatGPT or Claude, then upload those reports to your Knowledge Base. Your entire team gains access to insights that would normally take weeks to compile.

The Bottom Line

Your Knowledge Base makes MorningAI smarter, faster, and more accurate by giving it direct access to your unique business intelligence. Instead of generic responses, you get content tailored to your business, audience, and expertise.

Every document you upload compounds MorningAI's effectiveness. It powers not just chat responses, but all platform features, from autonomous social media content to strategic briefs.

Frequently Asked Questions

‍How long does it take for uploaded files to be processed? About 15 minutes. MorningAI needs time to analyze and index your content for optimal retrieval.

Can I upload the same information that's in my DNA sections? Yes, and you should. Redundancy improves AI performance. Upload detailed product catalogs even if you have ProductDNA configured, more context creates better outputs.

What file types are supported? PDFs, Word documents, PowerPoints, Excel files, CSVs, and text files. Images aren't supported in Knowledge Base uploads.

How does this affect my AI's responses across the platform? Knowledge Base information powers everything, chat responses, social media briefs, campaign generation, and all AI-assisted features. It's not siloed to one area.

What's the most impactful first upload? Your brand manual or style guide. It's usually comprehensive, immediately testable, and affects all MorningAI outputs across the platform.

Ready to supercharge your AI?

Start by uploading your brand manual or most recent customer feedback compilation. Test it with a simple question, then gradually add more strategic documents as you see the improved results.