Accessing and Verifying the Knowledge Base in the 11x Platform

Overview

This guide provides step-by-step instructions for accessing and verifying the Knowledge Base in the 11x platform. By following these steps, you will confirm that the Knowledge Base is available, resources are visible, and the interface is ready for adding new materials. This process ensures you are prepared to manage and contribute to your organization’s knowledge resources.

Prerequisites

• You must have access to the 11x platform with permissions to view the Knowledge Base.
• The left-hand navigation sidebar must be visible (typically accessible from main pages like the Campaigns dashboard).

Step-by-Step Instructions

1. Navigate to the Main Dashboard

   • Ensure you are on a main page of the 11x platform where the left-hand sidebar is visible (e.g., the Campaigns dashboard).

   

2. Access the Knowledge Base

   • In the left-hand sidebar, locate and click on Knowledge Base. This will take you to the Knowledge Base page.

3. Wait for the Knowledge Base Page to Load

   • Allow the page to fully load. Wait until any loading indicators disappear and the content is visible.

4. Verify the Knowledge Base Header and Welcome Message

   • At the top of the page, confirm that the header displays Knowledge Base. Look for any welcome or introductory message that explains the purpose of the Knowledge Base.

5. Review the Description and Resource List

   • Read the description or instructions provided on the page. This typically explains how to add URLs, files, and other resources.
   • Scroll through the list of resources to ensure existing items are visible. Example resources may include:
     • Websites (e.g., https://11x.ai )
     • Documents (e.g., Alice_One_Pager_to_Train.docx)
     • PDFs (e.g., 11x Case Studies.pdf)
     • Other file types (e.g., CSV files)

   

6. Locate Resource Addition Controls

   • Find the Add an item button (used to add new resources) and the New space button (used to create new organizational spaces). Confirm both buttons are visible and enabled (clickable).

7. (Optional) Use Search and Filtering Features

   • If a search bar is present above the resource list, click in the search field, type a keyword from a known resource, and confirm that matching items appear.
   • If there are options to filter or view all resources, use these controls to display the full list.

8. Verify Resource Organization

   • Check that resources are organized by spaces or categories (e.g., 11x General, Alice, Alice Case Studies). Resources should display with columns for Resource name, Type, and Added date.

9. Confirm Readiness to Add New Materials

   • Ensure the Add an item button is available for use. Do not proceed with uploading in this workflow; simply confirm the interface is ready for new additions.

Verification and Success Criteria

• The Knowledge Base page loads without errors and displays the correct header.
• The resource list is visible and includes example items (such as websites, DOCX, PDF, and CSV files).
• The Add an item and New space buttons are present and enabled.
• Resources are organized by spaces/categories and display relevant details (Type, Added date).
• Search and filtering features (if present) function as expected.

Troubleshooting

• Knowledge Base menu not visible: Ensure you are on a main page (like Campaigns) where the sidebar is displayed.
• Page does not load or shows an error: Refresh the page or check your internet connection. If the issue persists, contact your system administrator.
• Resources not visible: Confirm you have the necessary permissions to view the Knowledge Base. If resources are missing, check with your team or administrator.
• Add an item button is disabled: You may not have permission to add resources. Contact your administrator for access.

Additional Tips

• Use the search bar to quickly locate specific resources by name or keyword.
• Organize resources into spaces for easier navigation and management.
• Review the description at the top of the Knowledge Base page for guidance on adding new materials.

By following these steps, you will ensure the Knowledge Base is accessible, up-to-date, and ready for further resource management.