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Knowledge Base Migration

Converting documents from cloud storage to General Bots knowledge bases.

Overview

Knowledge base migration involves moving documents from various sources into .gbkb packages where they become searchable through General Bots.

Source Systems

Common document sources:

  • SharePoint document libraries
  • Google Drive folders
  • OneDrive/Dropbox
  • Confluence spaces
  • File servers

Document Types

Supported formats:

  • PDF files
  • Office documents (Word, Excel, PowerPoint)
  • Text files
  • Markdown files
  • HTML pages

Migration Process

1. Export

  • Download documents from source
  • Preserve folder structure
  • Maintain metadata where possible

2. Organize

  • Group related documents
  • Create logical collections
  • Remove duplicates

3. Import

  • Place in .gbkb folders
  • General Bots indexes automatically
  • Documents become searchable

Considerations

Volume

  • Large document sets take time to index
  • Consider staged migration
  • Monitor disk space

Quality

  • Clean up outdated content first
  • Remove duplicate documents
  • Fix broken files

Structure

  • Maintain logical organization
  • Use meaningful folder names
  • Group by topic or department

Format Conversion

Some formats may need conversion:

  • Web pages → PDF or Markdown
  • Databases → CSV exports
  • Proprietary formats → Standard formats

Testing

After migration:

  • Verify search works
  • Check document access
  • Test with sample queries

Next Steps