# Step 1: Creating Knowledge Bases

Perform the following steps to create a knowledge base in Knowledge Garden:
Step 1.1: Initiate Knowledge Base Creation
Step 1.2: Import documents
Step 1.3: Configuring a Chunking Strategy & Embedding Model
Step 1.4: Metadata and Tagging for Chunks
Step 1.5: Experiment/Test the Knowledge Base
Step 1.6: Publish the Knowledge Base

# Step 1.1: Initiate Knowledge Base Creation

1. Head to platform, choose Knowledge Garden in the left-navigation
2. In the Knowledge Garden section, click Create New
3. In the Create Knowledge window, enter the Knowledge base Name and provide a suitable Description. Example, Customer360
4. Click Create to initiate the creation of the Knowledge Base

# Step 1.2: Import Documents

5. On the import data page, click Import
6. In the import data window that appears, select the browse option and upload all the necessary documents
7. Select all the documents and click open to close the window

# Step 1.3: Configure a Chunking Strategy & Embedding Model

Document chunking refers to breaking down large documents or data sets into smaller,
more manageable chunks for processing. This technique improves the performance and
cost efficiency of Gen AI platforms by allowing parallel processing, resource optimization,
scalability, fault tolerance, and cost-effective operation.

Refer Chunking Strategy & Embedding Model to know more

8. Go to the Chunk Viewer tab
9. Configure a Chunking Strategy & Embedding ModelClick and click save to apply the chunking strategy

# Step 1.4: Metadata and Tagging for Chunks

Add Metadata

10. In the Chunk Viewer section, select the checkbox next to the pdf name and all the chunks in this document will be selected. (You can also select more than one pdfs
11. Click Add Metadata
12. In the Metadata window that appears, enter the name and value and click Submit

# Step 1.5: Experiment/Test the Knowledge Base

13. In the Knowledge Base creation page, click Retrieval Test
14. In the Search bar, enter your query and press Enter
15. Based on the query you entered, view the respective chunks of information.

# Step 1.6: Publish the Knowledge Base

16. Click Publish
17. The published Knowledge Base can be accessed in the Knowledge base home Page

Create additional knowledge bases if required.

Knowledge Bases created for Customer 360 (example):
To build the Customer 360 solution in Purple Fabric platform, we have created the following Knowledge Bases:

• Customer360: The customer360 KB contains client meeting notes, complaint email threads, and manager-customer conversations. It provides a consolidated view of client sentiment, service issues, financial goals, and cross-sell opportunities, enabling the Customer 360 Agent to generate deep, actionable customer insights
• Customer360_CFR: Contains Client Financial Review Documents specifically for extracting structured financial review insights.