Worth knowing: Analytics/reporting and some advanced features require upgrading beyond the free trial plan.
Summarized from 1 community tutorial · July 2026
Highlights
Guided sign-up and workspace creationSigns up with a Google account, verifies email, and creates a new team organization/workspace in a few clicks.
Build and style knowledge cards & pagesCreates custom pages and cards (title, rich text, banners, templates) as the building blocks of the knowledge base.
AI knowledge-agent natural-language searchAsks a knowledge agent a plain-language question and it pulls the matching card instead of requiring exact keywords.
Card manager for ownership & verificationCentral view to verify, edit, reassign owner, or delete any knowledge card across collections.
Scoped AI agents wired to specific data sourcesVendor demo builds a narrow knowledge agent (e.g. customer-insight bot) pointed at Salesforce, call recordings and tickets, with its own prompt, then deploys it
Summarized from 1 community tutorial · July 2026
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