> ## Documentation Index
> Fetch the complete documentation index at: https://developer.demand-iq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledge base

> Upload company documents and configure your AI profile to improve how AI Presentations answers customer questions.

The knowledge base gives AI Presentations deeper knowledge about your company, products, and services. When a homeowner asks a question that isn't covered by your FAQs, AI Presentations searches your knowledge base documents for relevant information and uses it to generate a more accurate, on-brand answer.

## Company profile

The knowledge base profile tells AI Presentations how to represent your company when answering questions. Open the **Settings** page to configure these fields:

* **Tagline** — a short description of your company, e.g. "Arizona's #1 rated solar installer since 2015"
* **About** — a paragraph about what your company does, your specialties, and what sets you apart
* **Trust signals** — certifications, awards, ratings, or other credibility markers (e.g. "BBB A+ rating, 500+ 5-star reviews")
* **Service coverage** — the areas you serve (e.g. "Phoenix metro area, Tucson, and Southern Arizona")
* **Answer style** — how you want the AI to sound when answering questions (e.g. "Friendly and professional. Use simple language. Avoid technical jargon unless the customer asks for details.")
* **Assistant name** — the default name your AI assistant uses in Q\&A when a deck doesn't set its own (`assistantName` in the API).
* **Greeting** — the default first message the assistant sends when a deck doesn't set its own (`greeting` in the API).

These fields are used as context whenever AI Presentations generates an answer, so they influence the tone and content of every AI response.

Assistant name and greeting are company-wide defaults. If a deck sets its own **Assistant Name** or **Initial Greeting Message** under [Branding](/ai-presentations/guides/branding), those deck-level values win. Otherwise the presentation viewer falls back to the company profile values here, so onboarding a new company gives every deck a sensible identity out of the box.

<Note>
  `PUT /api/company/kb/profile` writes only the fields present in the request body. Omitted fields are left untouched, and sending `null` clears a field. Callers can safely update one setting without needing to re-send the rest of the profile.
</Note>

## Upload documents

You can upload up to 5 documents per organization. Supported formats:

| Format       | Extensions              |
| ------------ | ----------------------- |
| PDF          | `.pdf`                  |
| Word         | `.docx`, `.doc`         |
| Plain text   | `.txt`                  |
| Markdown     | `.md`                   |
| HTML         | `.html`                 |
| Spreadsheets | `.xlsx`, `.csv`         |
| Images       | `.png`, `.jpg`, `.webp` |

Maximum file size is 25 MB per document.

### How uploads work

Document upload is a two-step process:

1. **Initiate** — you tell AI Presentations about the file (name, type, size) and receive a presigned upload URL
2. **Upload and complete** — you upload the file directly to storage using the presigned URL, then notify AI Presentations that the upload is finished

After you complete the upload, AI Presentations automatically processes the document in the background:

* Extracts text from the document
* Splits it into smaller chunks
* Creates embeddings for semantic search

You can check the document status to track processing progress. Status values are:

| Status       | Meaning                                   |
| ------------ | ----------------------------------------- |
| `uploading`  | Upload initiated, waiting for file        |
| `pending`    | File received, queued for processing      |
| `processing` | Text extraction and embedding in progress |
| `ready`      | Document is searchable                    |
| `failed`     | Processing failed — try re-uploading      |

## How the knowledge base improves Q\&A

When a homeowner asks a question during a presentation:

1. AI Presentations first checks your **FAQs** for an exact or semantic match
2. If no FAQ matches, it searches your **knowledge base documents** for relevant passages
3. It combines the relevant passages with the current **slide context** and your **company profile**
4. The AI generates an answer using all of this context

This means your knowledge base documents fill in the gaps that FAQs don't cover — product specifications, warranty details, pricing structures, installation procedures, or anything else your customers might ask about.

## Best practices

* **Upload your most-asked-about documents first** — product brochures, warranty terms, and pricing guides give the AI the most useful context
* **Keep documents current** — if your pricing or product lineup changes, replace the old document with an updated version
* **Write a clear answer style** — the more specific your answer style guidance, the more consistent the AI's responses will be
* **Use FAQs for your top questions** — FAQs give exact, word-for-word control. Use the knowledge base for the long tail of questions you can't predict

## API reference

Key knowledge base endpoints:

* `GET/PUT /api/company/kb/profile` — get or update the company AI profile
* `GET /api/company/kb/documents` — list uploaded documents with usage metadata
* `POST /api/company/kb/documents/upload-init` — initiate a document upload
* `POST /api/company/kb/documents/complete` — mark an upload as complete to trigger processing
* `GET/DELETE /api/company/kb/documents/{documentId}` — get or remove a specific document

See the **API Reference** tab for full request and response details.