HeyFlora

knowledge base

Knowledge base

Upload trusted documents and search tenant-private knowledge without mixing it with public product help.

Status: betaAudience: admins, account managers, and operatorsVerified: 2026-07-07

What to upload

Use the knowledge base for private company material that should help Flora answer tenant-specific questions. Good examples include SOPs, service catalogs, site documents, proposal examples, training guides, maintenance standards, contracts, and client notes.

Do not use the tenant knowledge base for public HeyFlora product help. Public product help belongs in these docs and is searched separately.

Upload and review

Uploaded documents are processed into searchable records with extracted text and metadata. When validation is enabled, documents are staged first and promoted after review. Only approved documents appear in production search results.

Search behavior

Chat search looks through your tenant's private knowledge and returns matching document excerpts with citations. If no matching documents are found, the search should say so rather than making up answers.

Keeping answers useful

Start with a small, trusted document set. Remove duplicates, outdated files, and drafts that should not guide customer or field decisions. When asking Flora a question, name the document type, customer, property, or service area if that context matters.

Admin routes

Admins can access routes for upload, review queue, and knowledge-base administration depending on their configured module access.