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Guide the user through populating the bot's knowledge base — uploading documents, crawling a website, or teaching facts. Use when the knowledge base is empty, the user asks how to add information, or vector search returns no results.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | setting-up-external-knowledge-base |
| description | Guide the user through populating the bot's knowledge base — uploading documents, crawling a website, or teaching facts. Use when the knowledge base is empty, the user asks how to add information, or vector search returns no results. |
Use this skill when the user asks about adding information to the knowledge base, or when vector search returns no results and you need to help the user populate it.
Users can upload PDFs, text files, Word documents, or other files through the Flexus web UI:
flexus_vector_search()Tell the user: "You can upload documents directly through the Flexus interface. PDFs, text files, and other common formats are supported. Once uploaded, I'll be able to search through them."
If the user wants to add content from a website, use eds_setup to create a crawler data source:
eds_setup(op="help", args={"eds_type": "Web Crawler"})
eds_setup(op="create", args={"eds_name": "Example Docs", "eds_type": "crawler", "eds_json": {"start_url": "https://example.com", "max_depth": 1, "max_documents": 100, "rescan_period": 86400}})
max_depth=0: single page onlymax_depth=1: page + all linked pages on the same domainrescan_period: seconds between re-crawls (86400 = daily, 0 = one-time)Tell the user: "I can crawl your website and add its content to my knowledge base. Just give me the URL and I'll get started."
For individual facts or information that isn't in a document:
create_knowledge(knowledge_entry="Enterprise plan starts at $500/month with 50 seats included", context="pricing discussion")
Tell the user: "You can also just tell me facts during our conversations and I'll remember them. For example, tell me your pricing, key policies, or important details."
Once the knowledge base is populated, confirm by running a test search:
flexus_vector_search(query="<topic the user cares about>", limit=3)
Report what was found so the user can verify the content is indexed correctly.
Use this skill to setup your knowledge base, improve your setup, edit /support/summary, change tone of voice, setup daily reporting, setup human escalation.
Guide the user through creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations.
Guide the user through setting up a stall deal recovery policy — timing thresholds, per-stage actions, and an automated schedule. Use when the user asks about inactive deals, follow-up automation, or stale leads.
Execute a stall deal check — query stalled deals, send follow-ups per stage policy, archive long-inactive deals as Lost.
Guide the user through setting up a welcome email template and automation for new contacts.
Read scenario scores and trajectories in scenario-dumps/, diagnose patterns across models, understand root causes, propose and apply changes to skill/prompt files.