Groups and Tags

March 31, 2026

Tags

Tags help categorize your knowledge and allow you to include/exclude sources during answer generation. This ensures answers are generated from the correct knowledge sources.

For example:

• Add a tag to your knowledge base called Product to group all public-facing pages.
• You can then choose whether to include or exclude website content when generating answers.

Setting Tags

Tagging is optional but highly recommended. Tags help categorize your knowledge and allow you to include/exclude sources during answer generation.

You can tag Files, URLs, and human-approved responses in your Knowledge Base:

You can even tag answers when reviewing a questionnaire. When you click Save to Knowledge Base, these responses will be tagged correctly in your KB:

You can also upload tagged answers in bulk. Go to Add Knowledge → Upload Completed Questionnaire to import a fully completed Q&A spreadsheet. Here's a template file you can use. This lets you add answers (and tags) in bulk:

Where you can use tags

In Ask 1up, by choosing your preferred tags from the dropdown:

When uploading questionnaires, you can choose which tagged knowledge sources 1up should use when generating answers. Pick specific tags to narrow the scope or click Select All to use your entire Knowledge Base.

When Regenerating Answers in a Questionnaire, you can change Tags to try getting answers from different sources:

You can also specify Tagged sources should be used for Chat Connectors like Slack, MS Teams, and Google Chat. This is particularly helpful if you want to limit the type of answers 1up generates in those chat channels.

Knowledge Base Groups

KB Groups allow you to organize, restrict, and target knowledge within your knowledge base by team, department, or use case such as:

• Teams (Sales, Marketing, Support)
• Departments (Product, Security, Legal)
• Products or business units

They are commonly used to control visibility, privacy, and answer scope. KB Groups help you restrict access to sensitive information and prevent teams from seeing irrelevant content.

Creating a KB Group

1. Go to your Knowledge Base.

2. Open the Knowledge Group filter.

3. Click Create New.

4. Enter a group name (for example, Sales Team).

5. Assign Group Admins (optional).

6. Choose how to add content:

   • Upload new files, or
   • Select existing files from your knowledge base

7. Click Continue to create the group.

   Only Super Admins can edit KB Groups or be members of multiple KB Groups. Admins and Collaborators can be assigned per group but are limited to their assigned group(s).

Adding Existing Knowledge to a Group

1. Switch the filter to All Knowledge.
2. Select one or more existing knowledge sources.
3. Choose Add to Group.
4. Select the target KB Group (for example, Sales Team).

The selected sources are now part of that group.

Using KB Groups When Generating Answers

KB Groups can be used to limit answer generation to specific knowledge.

You can select a KB Group when:

• Asking questions with Ask 1UP
• Automating questionnaires
• Running workflows that require scoped knowledge

This ensures answers are generated only from approved sources.

Editing or Deleting a KB Group

1. Open the Knowledge Group filter.
2. Click the edit icon next to a group.
3. From here, you can:
   • Change the group name
   • Update assigned users or admins
   • Delete the group entirely

Using Tags with KB Groups

• Tags help further organize knowledge across groups
• Tags are global, not group-specific
• The same tag can be used in multiple KB Groups

For example, tag content as Sales Assets. You can then use this same tag in Sales, Marketing, or Partner groups.

Tags work alongside KB Groups and do not affect the privacy of a source.

Best Practices

• Use Tags to organize knowledge
• Use KB Groups for privacy and access control
• Limit answer generation to a tag when accuracy matters
• Keep sensitive documentation in restricted groups only