- Extract — Pull Q&A pairs from a supported source (PDF, URL, or CSV).
- Edit — Review and edit extracted questions and answers.
- Move — Drag extracted content into KG nodes. If no KG exists, one is created automatically.
- Add to Knowledge Graph — Moves selected questions to the root node.
- Add to Specific Term — Drag and drop to a specific node (requires an existing KG).
Extract from a URL
- Go to Automation AI > Knowledge AI > FAQs > ⋯ > Manage Extracts.
- Click Extract from URL.
- Enter a Name and the URL, then click Proceed.
- After extraction completes, click Review & Add to add questions to the KG.
Extract from a File
File size limit: 5 MB. Supported formats: PDF, CSV.- Go to Automation AI > Knowledge AI > FAQs > ⋯ > Manage Extracts.
- Click Extract from file.
- Click Browse and select your file.
- Click Proceed.
- For PDFs, you can optionally annotate before extraction. See Annotate & Extract.
- After extraction, click Review & Add.
Annotate & Extract (PDF only)
Use this when your PDF isn’t in Platform-compatible format. Annotating teaches the KG engine where questions and answers are.- Select a PDF (new, or previously extracted with no questions added to the KG yet).
- Click Annotate & Extract.
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The PDF loads in the Annotation Tool. Select text and tag it:
- Annotate a few pages, then click Extract to review. Re-annotate if results are unsatisfactory.
- After extraction, click Review & Add to add questions to the KG.
You can re-annotate only if no questions from the file have been added to the KG yet. If questions were already added, create a copy of the annotated document to work with.
Edit Extracted Content
- Go to Automation AI > Knowledge AI > FAQs > ⋯ > Manage Extracts.
- Click a successful extract.
- Hover over a Q&A pair and click Edit.
- Make changes and click Save.
Add Extracted Content to the KG
From Manage Extracts:- Go to Manage Extracts and open a successful extract.
- Drag and drop Q&A pairs to the target node (child nodes expand during drag).
- Multi-select for bulk moves.
- Select the target node in the KG.
- Click Add from Extraction.
- Select a successful extract.
- Check the Q&A pairs to add and click Add.
Once a Q&A pair is moved to the KG, it can’t be moved again. If the question is later modified or deleted from the KG, you can re-add it from the extract.
Supported Formats
CSV
- Column 1: question; Column 2: answer.
- No headers allowed. Other columns are ignored.
- With table of contents: The extraction service uses the ToC to derive heading hierarchy (
heading | subheading | sub-subheading). - Without table of contents: Uses a pre-trained ML model to detect headings by font style or size.
Web Pages
Supported page layouts:- Linear Q&A pairs.
- Questions with hyperlinks pointing to answers on the same page.
- Questions with hyperlinks pointing to answers on a different page.
- Question text spans multiple HTML tags.
- The answer tag isn’t a child or sibling of the question in the DOM.
- The question has no hyperlink to its answer (for hyperlink-based layouts).
- The linked answer page doesn’t repeat the question above the answer.
- The page mixes more than one of the above layouts.