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Time: 15 minutes | Level: Advanced
Prerequisites: Customizing Helpers

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What You’ll Learn

  • Understanding the Knowledge Base concept
  • Uploading documents (PDFs, Excel, images)
  • How AI extracts structured data
  • Querying your knowledge with Ask Peanuts
  • Linking knowledge to helpers

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What is the Knowledge Base?

The Knowledge Base is your personal AI-powered document library. Upload price lists, catalogs, manuals, or any reference material—Peanuts extracts the data and makes it instantly searchable.

Traditional Approach

Open PDF → Search manually → Copy data → Paste into spreadsheet

With Knowledge Base

Upload once → Ask questions → Get instant answers

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Uploading Your First Document

1

Access Knowledge Base

Navigate to Settings → Knowledge Base or tap the brain icon in the main menu.
2

Add a Document

Tap Upload Document and select your file:
  • PDFs: Price lists, catalogs, manuals
  • Excel/CSV: Spreadsheets with structured data
  • Images: Photos of price boards, menus, charts
3

Wait for Processing

AI analyzes your document and extracts:
  • Tables and structured data
  • Key-value pairs
  • Categories and hierarchies
Processing takes 10-60 seconds depending on document size.
4

Review Extracted Data

Once complete, review what was extracted:
  • Check accuracy of numbers
  • Verify category assignments
  • Edit any misread values

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Supported Document Types

Best for: Price lists, product catalogs, service menusTips:
  • Text-based PDFs work better than scanned images
  • Tables with clear headers extract most accurately
  • Multi-page documents are fully supported
Extraction includes: Tables, lists, pricing structures, product hierarchies
Best for: Spreadsheets, data exports, inventory listsTips:
  • Include header rows for best results
  • Named sheets help organize extracted data
  • Formulas are evaluated, not preserved
Extraction includes: All data with column relationships preserved
Best for: Photos of menus, price boards, handwritten listsTips:
  • Good lighting dramatically improves accuracy
  • Straight-on photos work better than angles
  • High resolution captures small text
Extraction includes: OCR text, detected tables, structured data
Best for: Formatted documents, reports, specificationsTips:
  • Tables in Word extract cleanly
  • Embedded images are also processed
  • Formatting helps identify structure
Extraction includes: Text, tables, embedded data

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Querying Your Knowledge

Once documents are processed, use Ask Peanuts to query them:
Ask specific questions about your uploaded data:
"What's the price for A3 glossy prints?"
"How much does express shipping cost for orders over $100?"
"What's the warranty period for Model X500?"
Peanuts searches your knowledge base and returns precise answers.

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How Extraction Works

1

Document Analysis

AI identifies the document type and structure—tables, lists, paragraphs, headers.
2

Data Extraction

Structured data is pulled out:
  • Product names and descriptions
  • Prices and quantities
  • Categories and subcategories
  • Conditions and notes
3

Schema Generation

A queryable schema is created:
{
  "products": [
    {
      "name": "Business Cards",
      "variants": [
        { "paper": "Matte", "quantity": 100, "price": 25.00 },
        { "paper": "Glossy", "quantity": 100, "price": 30.00 }
      ]
    }
  ]
}
4

Indexing

Data is indexed for fast natural language queries.

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Linking Knowledge to Helpers

Make your knowledge available within specific helpers:
1

Open Helper Settings

Go to the helper you want to enhance → Settings → Knowledge.
2

Select Documents

Choose which knowledge documents to link:
  • Link a price list to a “Quotes” helper
  • Link product specs to a “Support” helper
  • Link menus to an “Orders” helper
3

Use in Entries

When creating entries, Ask Peanuts can now reference linked knowledge:
"Add a quote for 200 brochures, tri-fold, glossy"
Peanuts looks up your pricing and fills in the correct amount.

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Best Practices

Keep Documents Updated

Upload new versions when prices or data change. Old versions are archived.

Use Clear Headers

Tables with descriptive headers extract more accurately.

Organize by Topic

Upload separate documents for different product lines or services.

Review Extractions

Always verify extracted data, especially numbers and prices.

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Exercise

Practice: Upload Your First Price List

  1. Find a price list, menu, or catalog (PDF or image)
  2. Upload it to the Knowledge Base
  3. Wait for processing to complete
  4. Review the extracted data and correct any errors
  5. Ask Peanuts 3 questions about the data:
    • A specific price lookup
    • A comparison between options
    • A simple calculation
Success criteria: All 3 questions return accurate answers from your document.

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Key Takeaways

Remember: The Knowledge Base transforms static documents into queryable data. Upload once, query forever—no more manual lookups.

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Next Steps

Building Price Calculators

Create dynamic pricing tools from your knowledge

Knowledge Feature

Full feature documentation