Workiva AI can answer a broad range of general-knowledge questions by default, but it can also be configured to search specialty knowledge bases within Workiva. By selecting a knowledge base that more closely matches your prompt, you'll receive more accurate and informative answers that are keenly focused on a particular area of the product.
For instance, we recommend selecting the "Support" knowledge base for questions about Workiva-specific features. This instructs Workiva AI to search the Support Center for answers, and its response will include links to any relevant articles and supporting evidence.
Requirements
- Workiva AI is available to any customer who has signed the Workiva AI Terms of Use. Once approved, Workiva AI is enabled by default for the entirety of the organization, including all existing and newly added workspaces and users.
- Org Admins can manage this enablement by restricting Workiva AI to specific workspaces and users or disabling it for the entire organization.
- Workiva AI is fully encrypted and never trained on Workiva content or customer data. Learn more: Workiva's approach to AI
Available knowledge bases
- The General knowledge base will help you with general knowledge and tasks outside the scope of Workiva.
- The Workiva Support Intelligence knowledge base uses Support Center content to help you with questions about Workiva-specific features, and responses will include links to relevant articles and videos.
- Other knowledge bases may be available depending on the solutions enabled in your workspace.
Use the knowledge base
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Click the Workiva AI button with the sparkles in the upper-righthand corner of the platform to open Workiva AI chat.
Note: You can also add knowledge bases when working with individual files from the intelligent companion.
- At the bottom of the chat window, click on the Knowledge base dropdown and select your desired knowledge base.