AI Knowledge Base

Every single AI tool across the internet is asking us to upload and train to a knowledge base. We use Notion to store everything. I want to be able to import consistently what’s in our knowledge base based on Notion.

I would like to request a dedicated roles and permissions option for the AI Knowledge Base inside staff settings. Right now, access to the AI Knowledge Base appears to be tied too closely to the broader AI Agents permissions. This creates an issue for agencies that want clients, staff members, or admins to update service information, pricing, FAQs, policies, and business details inside the Knowledge Base without giving them access to the entire AI system. There should be a separate permission under Staff > Roles & Permissions > AI Agents that allows access specifically to the AI Knowledge Base only. This would allow agencies to give selected staff or clients the ability to update Knowledge Base content without compromising access to sensitive areas such as: Voice AI prompts Conversation AI settings AI agent configurations Workflows Automation logic Agency-level AI systems Other private client or agency assets This is especially important for agencies managing multiple client accounts. Many clients need the ability to update their own pricing, services, business hours, policies, and FAQs, but they should not have access to the full AI agent setup. Suggested permission structure: AI Agents Permissions: View AI Knowledge Base Edit AI Knowledge Base Create Knowledge Base Content Delete Knowledge Base Content Manage Voice AI Manage Conversation AI Manage AI Agent Settings This would make the Knowledge Base safer, easier to maintain, and more scalable for agencies. It would also reduce the need for agencies to manually update client Knowledge Bases every time pricing, services, or FAQs change. The goal is simple: Allow clients or staff to manage the information the AI uses, without giving them access to the systems that control how the AI operates.

Currently the Google Drive file sync is great What would make it better is the ability for it to auto-refresh like the webcrawler instead of having to manually come in and update it This way we can reliably know that every X time period (eg daily), the files will be synced up automatically based on any changes made to them

Right now, the AI Knowledge Base appears to be tied too closely to the broader AI Agents permissions, including Voice AI and Conversation AI access. Agencies need a more secure permission option that allows clients or staff users to access and update only the AI Knowledge Base, without giving them access to Voice AI, Conversation AI, agent settings, prompts, logs, templates, or other AI agent controls. This is important because many clients need to update their own business information, such as: Pricing Service descriptions FAQs Policies Hours Product/service availability Location-specific details Without a separate Knowledge Base permission, agencies either have to give clients too much access or manually update the knowledge base for them every time something changes. That creates unnecessary admin work and increases the risk of clients accidentally changing AI agent settings they should not touch. Requested feature: Please add a staff/user permission that allows access to: View AI Knowledge Bases Edit AI Knowledge Base content Add/remove knowledge base documents or FAQs Without access to: Voice AI settings Conversation AI settings Agent templates Agent logs Prompt/settings configuration Other AI agent controls This could be added under Staff Permissions, User Roles, or AI Agents permissions as a dedicated option called something like: “AI Knowledge Base Access” This would help agencies safely give clients control over their own business information while keeping the actual AI agent configuration protected. Why this matters: For agencies managing multiple clients, the knowledge base is often the client’s source of truth. Clients should be able to update their pricing, services, FAQs, and policies themselves without compromising the AI setup, voice agents, or conversation flows built by the agency. This would make the AI Knowledge Base much more practical, secure, and scalable for agency-client workflows.

I saw that Google Sheets has been on the horizon now for a while in terms of Conversation AI training. Is there any more news on this? Update on an eta maybe?

Adding FAQs one by one can be a real pain when there are a lot of them. Uploading a CSV with multiple questions and answers will be much more efficient.

We want the AIs to be able to tell customers whether products are in stock or not. We want them to tell our customers the product's price and whether they have changed or not We want them to be able to send our customers the links for the products Right now, CSV is Static. If I change my price for a certain product, or it's out of stock. It won't know. Making it ultimately USELESS :(

It would be great to be able to have voice / conversation AI reference internal GHL data to provide information / support for leads and clients. Two use cases that would be massive for us: We Run Support Tickets within GHL via Custom Objects. It would be great for us to be able to link a 'customer support' AI Agent to this so clients can check in on the status of their requests For Onboarding / Setup via Pipelines We're about to move our onboarding setup from Clickup to GHL and similar to the above, it would be great for clients to be able to ask a 'customer support' AI agent about where their build / onboarding is up to Third interesting use case, would be similar to the Ask AI feature, but on the sub account level Where we could ask a 'Business Support' AI agent about the leads in the system (eg how many new ones added, how many need follow up and who, who has invoices owing and can you follow them up) etc I know things like this can be possible with API / MCP, though it would be awesome to have it more native within the system if possible Thanks

Having CSV is cool, but if I sell products, it is useless. My prices are always changing, as I receive new stock, run out of stock, and so on. The data changes all the time. If you could allow the AIs to access any database, so that we can dynamically pull data (WHEN QUERIED), then it would make the GHL knowledge base an invaluable asset

In addition to the other suggestion I added earlier, it would be great to be able to automatically update KB's from workflows. For example, a call transcript is generated and then added to a 'Sales Call' KB that we and the AI can refer to