To act like a true digital teammate, Cora needs to understand your business, your product, and your customers. This starts with a shared knowledge base—so Cora can answer questions accurately and know when to escalate.
Follow these simple steps to get started:
✅ Step 1: Open the Cora Knowledge Base Template
Open the Cora Knowledge Base Google Sheet Template (link here)
→ Click File > Make a Copy to create your own editable version.
🗂️ Step 2: Fill Out the Two Tabs
🔹 Tab 1: Common Questions
List 10–20 sample questions that buyers or admins frequently ask.
Examples:
“How do I add a new user?”
“Where can I find my invoices?”
“What are the integration steps for Salesforce?”
🔹 Tab 2: Knowledge Resources
Add links to your official help center, internal wiki, onboarding guides, and any other existing resources Cora should use.
Include:
📘 Help Center (e.g. Zendesk, Intercom, or Notion)
🧪 Technical Docs or API Reference
🚀 Onboarding Playbooks
📹 Training Videos
📂 Internal enablement docs (if sharable)
Note: Please flag if any of these resources are gated behind a login wall.
📤 Step 3: Share with Cora
Once you've filled out the template:
Share it in your dedicated Slack channel (where Cora is present), or
Send it via email and CC [email protected]
🔍 What Happens Next
Cora will:
Ingest your resources and link them to relevant intents.
Automatically evaluate your sample questions and identify gaps in coverage.
Flag missing answers or unclear docs for human review and creation.
This process ensures that Cora is not just answering reactively, but learning proactively.
🔄 Updating Your Knowledge Base
You can manually update your sources in the Cora App under Settings > Knowledge Sources.
This keeps Cora continuously improving as your product and documentation evolve.