Import Knowledge Documents and Review Analytics

Outcome

By the end of this tutorial, you will know how to use SophMate for SophMate Knowledge Base document import while keeping the work reviewable inside WordPress.

Scenario

A support team wants Copilot to answer policy questions from uploaded PDFs and pages without citing stale or private source material.

Buyer evaluation note

Use this tutorial to evaluate whether SophMate can answer from approved business sources instead of generic AI memory. Buyers should look for source ownership, sync quality, citation checks, stale-content handling, and policy-review cadence.

When not to use this workflow

• Do not rely on Knowledge Base output when source material is stale, duplicated, conflicting, or missing an owner.
• Do not import private tickets, legal correspondence, credentials, or unreviewed drafts as general support sources.
• Do not use this workflow to bypass the normal owner, reviewer, or approval path for production changes.
• Defer the workflow when the source data, permission boundary, rollback owner, or customer impact cannot be explained.

Example operator request

Draft an answer using only current Knowledge Base sources. Show the cited source, identify stale or conflicting policy text, and suggest source edits instead of guessing.

What the image shows

The tutorial image shows Knowledge Base collections, quality signals, usage analytics, and policy items because cited answers depend on the quality of source material.

Before you begin

• Confirm the source policy, FAQ, procedure, tone guide, or product fact has a named owner and a current review date.
• Remove drafts, secrets, private tickets, legal correspondence, and conflicting policy text before using the source in answers.
• Confirm SophMate is active, diagnostics do not show blocking failures, and the current user role can open the relevant SophMate module.
• Check provider, budget, privacy, and approval settings before asking SophMate to draft or execute work.
• Keep customer data, API keys, purchase codes, and private credentials out of prompts unless this workflow explicitly requires and permits that context.

Access and data boundary

• Use approved source pages, policies, FAQs, and tone guides with named owners and review dates.
• Do not import stale drafts, private customer tickets, legal correspondence, credentials, or internal-only incident notes as general Knowledge Base material.
• Use the least-privileged SophMate role that can complete the review, and keep administrator-only access limited to setup, provider, billing, diagnostics, and high-risk approval work.
• Prefer record IDs, short excerpts, and redacted screenshots over full customer records, payment details, provider keys, purchase codes, or raw server logs.

Guardrail

If SophMate cannot cite a current source, improve the Knowledge Base item before relying on the answer.

Common mistakes to avoid

• Importing outdated policy drafts or duplicate pages.
• Trusting an answer because it sounds confident even when it cites the wrong source.
• Fixing prompts repeatedly instead of improving weak Knowledge Base content.

Step 1: Choose the source collection

Create or select a collection for policy, product, support, or internal procedure content, then name the owner and review cadence.

Step 2: Upload the narrowest useful document

Import only current documents that operators should cite. Avoid uploading full archives when one policy page or PDF section is enough.

Step 3: Improve and review the item

Use AI improvement to clarify titles, summaries, tags, and excerpts, then inspect the revision before publishing the source.

Step 4: Test citations in Copilot

Ask realistic support questions and confirm answers cite the intended item instead of older policy, generic site content, or unsupported assumptions.

Step 5: Review analytics and stale sources

Use analytics and export data to find low-quality answers, unused collections, outdated items, and sources that need rollback or deletion.

Review checklist

• Only current documents are imported.
• AI-improved revisions are reviewed before use.
• Analytics show whether citations are useful.

Production readiness

• Check source freshness, citation quality, collection ownership, and policy approval before relying on generated answers.
• Run at least one citation test against a real support question before using the workflow with customers.
• Run the workflow first on a narrow, low-risk record or page before expanding scope.
• Confirm the reviewer, approval rule, and evidence location before any production-changing action runs.

Failure modes to test

• Test stale sources, duplicate policies, missing citations, conflicting source items, and unsupported support questions.
• Confirm weak answers lead to source correction rather than prompt workarounds.
• Test the path where the user lacks permission, required context is missing, or the reviewer rejects the result.
• Confirm the failed state leaves an audit record, visible owner, and clear next action instead of a silent or ambiguous outcome.

Success signal

The Knowledge Base workflow is successful when Copilot or an agent cites the expected source, the answer matches the current policy, and weak source material is improved instead of hidden by prompting.

Post-run monitoring

• Review citations, stale-source warnings, answer corrections, and support-user feedback after the first real questions.
• Track which source pages need ownership or rewrite before broader support use.
• Review the audit log, diagnostics, and affected WordPress records shortly after the first run.
• Record any confusing output, missing source context, permission issue, cost spike, or reviewer correction before repeating the workflow.

Safe expansion criteria

• Sources are current, citations match policy, and support owners know how to correct weak answers.
• At least one real support scenario has passed citation and reviewer checks.
• The first run has a documented owner, evidence, review result, and stop path.
• A second operator can repeat the workflow from the notes without relying on hidden context.

Rollback or stop path

If citations are stale or wrong, stop using the answer, update the source item, rerun sync or reindexing, and retest before support teams rely on it.

What to document

Document source page, collection, sync mode, quality notes, citation test, and any policy owner who must approve future changes.

Owner and cadence

A support lead or policy owner should review Knowledge Base workflows after policy changes and during regular support-quality review.

Escalate when

Escalate when policy ownership is unclear, citations point to stale sources, or agents depend on content that no team member can approve.

Common questions

What if SophMate gives an answer without the citation I expected?

Stop and inspect the source material. Missing or weak citations usually mean the Knowledge Base item needs clearer headings, fresher policy text, or a narrower collection.

Does this workflow remove the need for human review?

No. SophMate should make the work easier to draft, inspect, approve, and repeat. Human review remains necessary when output affects customers, money, published content, privacy, settings, or workflow execution.

What should be documented before expanding the workflow?

Record the owner, input scope, access boundary, approval point, failure modes tested, evidence location, monitoring window, and rollback or stop path.

Related SophMate paths

• Docs/Knowledge Document Import Analytics
• Docs/Knowledge Base Sources

Next action

Run one citation test against the approved source, revise the Knowledge Base item if the answer is weak, and only then let Copilot or agents rely on it.