Knowledge Workspace

Set up a knowledge scan

Crawl support-relevant pages so AI uses reliable source material.

Samdesk execution pattern

Use this checklist for consistent case execution:

Define owner and expected outcome before taking action.
Work in fixed sequence: triage -> action -> validation -> follow-up.
Log key decisions briefly so handoffs and escalations stay clean.

Goal

Activate integration-scoped knowledge with controlled crawl scope.

Steps

Open Integrations and enter Manage Knowledge.
Set Primary URL and Max pages.
Enable knowledge.
Trigger Scan now and monitor crawl jobs.

Scope recommendation

Start with FAQ, returns, and shipping policy pages.
Exclude low-value marketing pages.
Use lower page caps in first runs.

Knowledge workspace settings

← Summary and contact insights Review and approve knowledge →