Knowledge Base

Give your assistants something to reference.

Upload your FAQs, policies, product docs, and service menus. They're chunked, embedded, and retrieved by semantic search on every customer message. Your assistant always answers from your content — never from thin air.

Smart Chunking

Paragraph-aware boundaries and token overlap preserve context edge-to-edge.

Semantic Search

Concept-driven retrieval matches intent rather than just literal keyword hooks.

Instant Sync

Documents are immediately indexed and available on WhatsApp and Voice channels.

Mercy Clinic/Knowledge Base Directory4 Files
Active
FilenameSizeStatus
pdfclinical_guidelines.pdf1.2 MBReady
docxservices_pricing.docx340 KBReady
txtreceptionist_faq.txt45 KBReady

Your content. Your answers. No hallucinations.

Upload your FAQs, policies, and service menus once. CareFlow's paragraph-aware chunking and semantic vector indexing ground your AI assistant in real team data.

001Smart Chunking & Extraction
Smart Chunking

Paragraph-aware boundaries.

001

Documents aren't blindly sliced at character counts. The chunker respects paragraph boundaries, heading structures, and table layouts. A 50-token overlap between chunks ensures that context spanning a break isn't lost.

Paragraph-aware boundaries.
002Vector Indexing & Search
Semantic Search

Understood, not just matched.

002

A customer asking "How do I reschedule?" finds your cancellation policy, booking terms, and clinic hours—even if the word "reschedule" never appears. Vector similarity search understands intent, not keywords.

Understood, not just matched.
003Omni-channel Retrieval Sync
Real-time Sync

WhatsApp & voice aligned.

003

Each document shows its channel status independently. WhatsApp picks up new documents immediately after processing. Voice assistants need a re-publish to sync, but a clear badge tells you exactly what's live.

WhatsApp & voice aligned.

Upload once. Retrieve forever.

01 / Smart chunking

Every document, broken down.

Files are split into 500-token chunks with paragraph-aware boundaries and 50-token overlap. No sentence is cut in half.

...clinic hours are Monday to Friday. [Overlap: Weekend services...]
02 / Vector embedding

Meaning, not keywords.

Each chunk is embedded with OpenAI's models. When a customer asks a question, the system finds conceptually similar content.

[0.1034, -0.9201, 0.4491, ...][-0.0491, 0.8112, 0.3204, ...]
03 / Runtime retrieval

Top 5 results, fast.

On every message, the assistant searches your knowledge base. The top 5 relevant chunks are injected into context in milliseconds.

Chunk #02 InjectedMatch: 92.4%
04 / Multi-format

PDF, DOCX, TXT, CSV, MD.

Upload whatever you have. PDFs are parsed with table-aware layout detection. Markdown stays clean. Up to 25MB per file.

PDF
DOCX
CSV
WhatsApp ChannelsAvailable immediately
Voice PipelineSync on Publish
05 / Dual-channel sync

WhatsApp and voice, aligned.

Documents are available on WhatsApp the moment processing completes. For voice, publish your assistant to sync.

VisibilityRestricted to Mercy Triage AI
06 / Visibility control

Global or restricted.

Set documents as available to all assistants, or lock them to specific ones. Sensitive internal policies stay secure.

07 / Search testing

Verify before you trust.

Test semantic search across your files. See exactly which chunks match, with similarity scores. Confirm accuracy fast.

“Clinic hours?”94.2%
08 / Processing transparency

Watch it work.

Every document shows its status: processing with a progress percentage, ready in green, or failed with an error message.

FilenameTokensChunksStatus
clinic_faq.pdf14,50029 chunksReady
services_menu.docx4,2009 chunksProcessing 72%
The pipeline

From file to answer.

Step 01

Upload

Drag and drop your documents. Set visibility — available to all assistants, or restricted to specific ones. PDFs, Word docs, text files, CSVs, and Markdown are all supported.

Step 02

Process

Your document flows through a five-stage pipeline: layout-aware extraction, token chunking (500 tokens, 50 overlap), vector embedding, database indexing, and runtime mapping.

Step 03

Retrieve

Your assistant pulls from this content on every message. Open any document to inspect its chunks. Use the search test tab to verify results with similarity scores.

Your documents already have the answers.

Upload them. Your assistants will find the right answer, every time — without you writing a single prompt. Semantic search does the work.

  • No coding required
  • Cancel risk-free anytime
  • Setup in under 10 minutes