The knowly feature is available in the guidance module. This feature can be managed from the application listing tab in Guidance. User can open the settings from the context menu of the desired application. On a fresh application the knowly feature will be enabled from default.

The knowly features include contents like Routes, Posts, Announcement, Documents and Question & Answers. User can use any of these features or exclude them by disabling the toggles.

On publishing any content like Routes, Posts and Announcements, a toggle for indexed content will be marked as enabled when the content will be published. On disabling this toggle the published content will not be marked as indexed content and will not be available in the knowly feature on the Avatar chat.

Document is one of the newly introduced content type for the knowly feature. Users can upload a maximum of 3 documents regarding any topic of their interest and it will automatically be an indexed content once uploaded.

Users can add only one file at a time and only PDF, DOC, DOCX, TXT and HTML files are supported.

Question & Answer is one of the newly introduced content type for the knowly feature. Users can add multiple Questions and Answers on each application. On adding any Q&A, users can then use these questions to fetch answers from the Knowly chat feature on the avatar.

Knowly Chat

The knowly chat feature is available on the Avatar. Users can ask any question regarding the Routes, Posts, Announcements, Documents and Q&A. If the contents which users have asked about have been indexed contents then the knowly chat will return answers related to those contents according to an AI assistant.

Suppose if there is any type of information regarding any content which has information of "How to book a holiday?" then the chat will return the users all type of information stored in a structured manner.

New Conversation With Knowly

Users can start a fresh chat with Knowly related to any other information using the reload chat button. Once the reload button is used a fresh conversation will be started with no reference of the old chat.

Knowly Context Aware Mechanism

This is a smart feature which helps the user to navigate in knowly while recording each action. The system remembers where the user has clicked on the application and using that element the knowly chat is able to guide the user in their further actions.

The knowly tracking feature can be enabled from the application setting in the guidance tab. On enabling the toggle and save, this feature will be enabled.

When the context aware feature is enabled and user asks something related to the application, it will catch context of the questions asked and will reply accordingly. For example if we ask on the Google application how to search? it will display all the details that it has cached from the tracking of the element where the user is currently working on. This feature intelligently helps the users guide step by step on which ever tab they are working on. This works by the system intelligently keep tracking of the user clicks and determines the context of the question of the user and then generate the reply's in the chat.

Daily User Conversations Analytics In Knowly Chat

Users can keep travk of the daily conversations of the chats being occurred in Knowly. The analytics can be found in the guidance application tab. User can select any application and open the detailed analytics page on that particular application.

Knowly Profile (Persona)

The Knowly Profiles feature allows workspace administrators to assign a dedicated persona to Knowly for end users while keeping the existing Knowly experience unchanged for authors and internal users. This enhancement enables Knowly to function as a specialized assistant based on specific business requirements and use cases.

The Knowly Profiles feature allows Workspace Administrators to optionally select a dedicated profile for Knowly through Portal Settings. This enables end users to interact with Knowly as a specialized persona, such as “Luisa,” with a custom display name, avatar, and additional behavior instructions based on business requirements. While end users experience the personalized Knowly assistant, authors and internal users continue using the standard Knowly experience without any changes. This ensures a customized user experience without affecting existing author workflows.

Avatar Profile Structure

Each Knowly Profile consists of key components that define how the chatbot appears and behaves for end users. Every profile includes a unique Profile ID, which is a stable system identifier stored in Portal configuration and used to apply the correct profile, such as luisa-sales. The Title serves as the internal descriptive name, helping administrators understand the profile purpose during selection, for example, Sales Expert. The Display Name is the visible chatbot name shown to end users, such as Luisa, replacing the default Knowly name.

In addition, each profile includes a dedicated Avatar Image to improve persona recognition and branding, along with a Profile Instruction that extends Knowly’s default behavior. These instructions define the chatbot’s personality, tone of communication, business-specific expertise, and response style. For example, Knowly can be instructed to act as a Sales Expert and provide professional, sales-focused recommendations. The system combines these profile instructions with Knowly’s default behavior to deliver a personalized and context-aware user experience.

When No Profile is Selected

If no Knowly Profile is selected, the system behaves exactly as the current implementation without applying any additional customization. In this case, Knowly continues to use only the default Knowly Basic Instruction, and no profile-specific display name, avatar, or behavior instructions are added. This ensures that the standard Knowly experience remains unchanged for users. The system only combines additional instructions when a specific profile is selected; otherwise, no modifications are applied.