Guides

Knoweldge Paths

Knowledge Path

A Knowledge Path is a step by step guide that shows users how to complete a task within an application. Each Knowledge Path is made up of an ordered list of steps. Every step captures a specific UI interaction a button click, a form field, a navigation action anchored to the exact element on screen, along with a plain language description of what to do and why. Together, these steps form a complete, repeatable guide to completing a workflow.

Purpose

Knowledge Paths are designed to make Knowly Chat more than just a Q&A tool, they turn it into a guided assistance system that helps users complete tasks step by step.

The main purpose of a Knowledge Path in Knowly Chat is to:

Provide clear, actionable, step by step guidance based on real user workflows.

Instead of giving general or theoretical answers, the chatbot uses Knowledge Paths to deliver practical instructions that users can immediately follow.

How It Helps in Knowly Chat

  1. Converts Questions into Guided Actions
    When a user asks something, Knowly Chat
    Identifies a relevant Knowledge Path Responds with structured steps instead of plain text.

  2. Reduces Ambiguity Generic answers can be unclear or incomplete.
    Knowledge Paths ensure:

    • Precise instructions Correct sequence of steps
    • Clear direction on what to do next

  3. Provides Context-Aware Support

    Because steps are tied to real UI elements and screens:

    • Responses are aligned with the actual application
    • Users get guidance that matches what they see.

Knowledge Path Recorder

The Knowledge Path Recorder helps you quickly capture step-by-step actions directly from your application. It captures a sequence of actions (such as clicks, navigation or form inputs) and presents them in a structured, easy to follow format. Each step typically includes a short description explaining what the user should do.

Access the recorder from the AppNavi Avatar:

  1. Open the Avatar menu
  2. Go to the Knowly section
  3. Go to Knowledge Path section
  4. Click the 3-dot menu
  5. Choose: Add Knowledge Path

Start Recording a Knowledge Path

When you select Add Knowledge Path, a small recorder window appears.

Following options will appear

  • Path Title field
  • Path description field
  • Plus icon - to start recording

Recording Steps

Once you click on plus icon (+) icon, the Recorder will start recording the system.
user has to press CTRL key and hover mouse on different element, blue border starts to appear on each element of web application. To capture element, release CTRL key, a step will be captured.

After each step , a small input box appears instantly and user can type a title and short description of the action. It starts as a single line and expands if needed.

If user wants to end the recording, click on red dot present on recorder window, it will redirect user to knowledge path recorder dialog with last recorded steps.

AI Powered Step Suggestions

If AI features are enabled, the recorder can suggest descriptions for you.

Flow:

The system analyzes the UI structure (not your data), It generates a suggested description for each step.
User can continue with the suggestions or Modify it, else remove description and add by own.

NOTE:

AI suggestions are generated using only the UI structure. No personal data, business data or input values are ever shared.

Speech to Text

A microphone icon will appear. User can dictate step descriptions instead of typing. The text will appear on description.

Save and Discard Step

If user clicks save, it will save the step with the added title and description. And if user clicks discard, it will discard the step and no longer save in knowledge path list.

Save → Your Knowledge Path Step is created

Discard → Recorded step is deleted

Stop and Save Recording

When you finish recording:

Stop → click on red dot present on recorder window.

After stopping the recording, a knowledge path recorder will open with the recorded steps

Each step contains different options, hover any step, options will appear in list

  • Edit Element
  • Test Element
  • Record Again
  • Delete Element

Edit Element: It allows you to modify a recorded step in your Knowledge Path. User can update details such as Title or Description.

Test Element: It lets you verify that the recorded step correctly points to the intended UI element. It only higlights the element with blue border.

Record Again: It allows you to re capture a specific step. It opens recorder window and user can recapture the element. In case user wants to escape then click on red button to stop recording or press esc key to maintain state of previous captured element.

Delete Element: It removes a step from the Knowledge Path recorder.

Save and Test Knowledge Path in knowly

After recording and adding steps to Knowledge Path, user can immediately validate how it works from an end user perspective using Knowly’s chatbot.

What happens when you click Save

  • Recorded steps are compiled into a structured Knowledge Path.
  • A confirmation dialog appears with an option to Test the path.
  • This ensures user can verify the quality of your guide before relying on it.

How testing works

In the chat, user can:

Ask questions related to the recorded task

Example: "How do I create a report?"

The chatbot uses your Knowledge Path to generate responses. It presents the steps in a conversational, easy to follow format

Language Behavior

The system supports automatic language fallback
If user ask a question in a specific language (e.g, German), the response will match it

Manage Knowledge Paths

The Manage Knowledge Paths feature allows users to view, organize, and maintain their existing Knowledge Paths. It provides a centralized interface to manage all paths that the user owns or has permission to edit.

Avatar View

The Knowledge Path Management View displays a list of available Knowledge Paths accessible to the user.

List View Details

Each Knowledge Path is displayed in a tabular format with the following columns:

  1. Title: Displays the name of the Knowledge Path, helps identify the purpose or content of the path.

  2. Last Updated : Shows the most recent date and time when the Knowledge Path was modified, It is useful for tracking recent changes.

  3. Status : Indicates whether the Knowledge Path is:
    Active – Available for use : Chat will display results according to the path.
    Inactive – Disabled or not currently in use : Chat will not display results according to the knowledge path.

  4. Actions: Provides options to manage each Knowledge Path:

    Edit: Modify the content or structure of the Knowledge Path.
    Delete: Permanently remove the Knowledge Path from the system.
    Toggle: Active Switch the status between Active and Inactive.

In case of inactive, chat results will not be displayed according to the defined knowledge path.
when path is switched to active, it again gain the state and will display results according to it.


Portal View

The Manage Knowledge Paths feature enables admins and content owners to review, edit, and maintain Knowledge Paths directly within the Portal. It provides a structured interface to refine recorded content using a step based editor.

Key Capabilities

  • View all accessible Knowledge Paths in a centralized table.
  • Edit and refine steps using a visual step editor.
  • Reorder or update as needed.

Knowledge Path List View

The Portal provides a table view for quick access and governance of Knowledge Paths.

Displayed Columns

  • Title – Name of the Knowledge Path
  • Author – User who created the Knowledge Path
  • Last Updated By – User who last modified the Knowledge Path
  • Status – Active or Inactive
  • No. of Steps – Total number of steps in the Knowledge Path
  • Actions – Available operations (Edit, Delete, Toggle Active)

Edit Knowledge Path

The edit view allows detailed refinement of a Knowledge Path through a step based interface.

Step Editor Features

  • Displays a list of all steps in the Knowledge Path.

Available Actions per Step

  • Reorder – Change the sequence of steps.
  • Edit Text – Update step instructions or content.

Saving Changes:

All updates are persisted to DynamoDB. The changes will reflect to avatar as well and will result in knowly chat.

Visualize and highlight captured elements

The Visualize and Highlight Captured Elements feature provides a graphical representation of elements captured within a Knowledge Path. It enables users to better understand and navigate recorded flows by visually linking steps in the Knowledge Path Planner to their corresponding elements in the main application UI.

This improves clarity, traceability, and usability when reviewing or analyzing Knowledge Paths.

Purpose

  • Enable clear visualization of captured elements within a Knowledge Path.
  • Provide contextual understanding of how steps map to the application UI.
  • Simplify tracking and validation of recorded knowledge flows.

Graphical Representation

  • Each Knowledge Path is displayed visually in the Knowledge Path Planner. The highlighted element is displayed with blue borders.
  • Hovering over an element in the planner shows a tooltip. When a user hovers over a captured element in the Knowledge Path chat, the corresponding element in the main application UI is highlighted.
  • When the user moves the cursor away from the icon appearing on chat, the highlighted borders is removed immediately from the UI.



Updated about 8 hours ago