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Knowledge Base

The Knowledge Base is your repository of reference content that the AI uses when generating travel briefs. Create articles about destinations, policies, supplier information, and travel tips to ensure your briefs are tailored and accurate.

How It Works

When generating a travel brief, the AI assistant searches your Knowledge Base for relevant articles based on destinations, travel types, and client needs. This information is incorporated into the brief, making it specific to your agency's expertise.

Organization

Folders

Organize your articles into folders by topic:

  • Destinations (e.g., "Europe", "Caribbean", "Asia Pacific")
  • Travel Policies (corporate travel rules, preferred suppliers)
  • Supplier Info (detailed notes beyond basic contact info)
  • Travel Tips (packing lists, visa requirements, health advisories)

To create a folder:

  1. Click "New Folder" on the Knowledge Base page.
  2. Enter a name for the folder.
  3. Optionally mark it as shared (see Agency Sharing below).

Articles

Each article contains:

  • Title: A descriptive name for search and reference
  • Content: Rich text content with formatting, images, and links
  • Tags: Keywords for improved searchability
  • Unique ID: A system-generated identifier for API access

Creating Articles

  1. Navigate to the Knowledge Base.
  2. Optionally select a folder to organize the article.
  3. Click "New Article".
  4. Enter a title and your content.
  5. Add relevant tags (e.g., "italy", "luxury", "honeymoon").
  6. Save the article.

Searching

Use the search bar to find articles by:

  • Title keywords
  • Tag matches
  • Content text

The search works across all folders you have access to.

AI Integration

The Knowledge Base integrates with the travel brief generation engine:

  1. Client submits a questionnaire mentioning "Italy honeymoon".
  2. AI searches Knowledge Base for articles tagged with "italy", "honeymoon", or "romance".
  3. Relevant content is incorporated into the generated brief.
  4. You review and deliver a tailored, expertise-backed brief.

Importing Content from Knowledge Base

When editing proposals, itineraries, or other documents, you can import content directly from Knowledge Base articles using the "Import from KB" button in the rich text editor toolbar.

Agency Sharing (Agency subscriptions only)

On agency plans, Knowledge Base folders and articles can be shared across all agents:

  1. When creating or editing a folder, toggle "Share with Agency".
  2. All agents in your agency will see shared folders and their articles.
  3. Shared items show a people icon to indicate visibility.

Note

Only the owner can edit shared items. Other agents have read-only access.

Prompt Templates

Semantic Prompt Templates provide pre-built, categorized prompts for the AI Assistant. These shortcuts help you quickly access common queries without typing.

Using Templates

  1. Open the AI Assistant sidebar.
  2. Click the Quick Prompts button above the input field.
  3. Browse templates by category (Research, Booking, Trip, Supplier, etc.).
  4. Click a template to populate the input field, then send or customize.

Categories

  • Research: Destination overviews, safety advisories, weather patterns
  • Booking: Supplier comparison, booking confirmation drafts
  • Trip: Logistics summaries, payment reminders
  • Itinerary: Day-by-day generation, highlights

Placeholders

Templates may include placeholders like {{destination}} or {{client_name}}. Replace these with actual values before sending.

Admin Management

System administrators can manage prompt templates from Admin → AI Prompts → Prompt Templates to add, edit, or disable templates available to all agents.

REST API Access

The Knowledge Base is accessible via the REST API:

  • GET /api/knowledge/folders: List all folders
  • GET /api/knowledge/articles: List all articles
  • GET /api/knowledge/articles/<id>: Get article details

See the API Documentation for authentication and usage details.