All articles
Scoring & Research

Review and approve the Knowledge DB

The Knowledge Base tells the AI what you sell, to whom, and why it matters. Signalist builds a first version for you from your answers and your website. Review it, correct what is wrong, and approve it, because your AI messages and research draw on it.

How it is built

In the setup guide, the step Create Knowledge Base asks you to confirm four things: your products, the pain points you solve, your value proposition, and references or case studies. Signalist adds context from your website and builds the Knowledge Base in the background.

If the build fails, the setup guide shows "Your Knowledge Base could not be built." with a Try again button. When colleagues you invite go through their own setup guide, your existing Knowledge Base is left as it is.

Where to find it

Open Knowledge Database in the sidebar. The page has four tabs:

TabWhat it holds
Pain Points & Value PropositionsPer company segment and persona: the ICP profile, pain points, current solutions, market trends, obstacles, opportunities, and your features, benefits, and differentiation.
Products & ServicesEach product with its description, key features, target segments, competitive differentiation, and pricing and positioning.
Case StudiesProject name, goals, what you did, the outcome, and a quote.
Objection HandlingCommon objections and how to answer them.

In the first tab, choose the segment and persona on the left. Filter with All Segments, AI-drafted only, or Approved only to see what still needs a look.

The Knowledge Database with the ICP profile and pain points of one segment and persona.

Review and approve

Every section shows its status: AI (written by the AI, not yet checked), Draft, or Approved.

  1. Open a section and read it critically. Check numbers, customer names, product capabilities, case-study results, and comparisons with competitors.
  2. Correct or delete anything that is wrong, outdated, confidential, or too broad. Saving an edit approves the section.
  3. Click ✓ Approve on sections that are right as they are, or ✓ Approve All Sections for a whole segment.
  4. Use ✗ Unapprove to send a section back for review.

The sidebar shows an orange dot while AI-written content is waiting for review.

Good to know: the AI prefers approved content, but it can also use sections that are not approved yet. So correct wrong content as soon as you see it, rather than just leaving it unapproved.

Edit a product

In Products & Services, pick a product on the left. Each of its text sections, Description, Key Features / Capabilities, Competitive Differentiation, and Pricing & Positioning, has an Edit button.

  • Key Features / Capabilities is edited as a list: change a feature in its row, remove it with ✕, or add one with + Add row. Click Save to keep your changes, or Cancel to discard them.
  • Target Segments are switched on or off by clicking them. The change is saved right away.

Keep it current

  • Add products with Add Product / Service, case studies with Add Case Study, and objections with Add Objection.
  • Under Case Studies, switch on Auto-update to check your website or documents for new case studies every week, or click Trigger Manual Update Now.
  • Review the Knowledge Base again when your products, prices, positioning, or target segments change. Changes to your Lead Scoring segments are carried over automatically.

What it is used for

  • AI messages: the products and case studies the AI refers to.
  • AI columns and research: the AI can look up your Knowledge Base when it answers a question.

Troubleshooting

ProblemWhat to do
"Your Knowledge Base could not be built."Click Try again in the setup guide. If it fails again, contact support.
Messages mention an outdated product or claimCorrect or delete it in Products & Services or the relevant section.
A product's key features are wrongClick Edit on Key Features / Capabilities, correct the list, and click Save.
Case studies are missingAdd them with Add Case Study, or switch on Auto-update with your website or document URL.
A segment has no contentCheck that the segment exists in Lead Scoring; its section appears in the first tab.

Frequently asked questions

Do I have to approve everything before sending messages?

No, but the AI may use unapproved content. Review at least your products, case studies, and the segments you are about to contact.

Does editing a section approve it?

Yes. Saving your change marks the section as approved.

Can a colleague's setup overwrite our Knowledge Base?

No. An invited colleague's setup guide does not rebuild an existing Knowledge Base.

How do case studies stay up to date?

Switch on Auto-update under Case Studies to check your website or documents weekly, or add them by hand.