Configuring Your GTM Knowledge Base

The Go-To-Market (GTM) Knowledge Base tab is designed to help you efficiently collect, organize, and structure your company-specific information. It serves as a centralized hub where you can upload various types of content, including PDF documents, the URL of your company website, or even pasted text, to build a comprehensive knowledge base for AI-driven insights.

Configuring GTM Knowledge Base for your Company

1. From the Left Nav Menu, click ABM > AI Settings. 
2. The AI Settings page is displayed with the GTM Knowledge Base tab selected by default. Click Add Source. 
3. The Add Source pop-up appears, allowing you to choose a source type. You can upload a PDF document, add your Company Website, or paste text as a source.

    

   • Click Select File To Upload to add a PDF file as a Source. You can also drag and drop the file into the Select File To Upload box or navigate to and select the desired file for upload. 

     
     

     • The uploaded PDF file about your company is added to your GTM Knowledge Base. 
   • Click LINK to add a Website as a Source.

     
     

     • The Add Source pop-up is displayed. Add the company website URL and click Insert. 
     • The inserted Source is added to your GTM Knowledge Base. 
       
       
   • Click PASTE TEXT to add your copied text as a Source.

     
     

     • The Add Source pop-up is displayed. You can paste the copied text, enter a Name, and click Insert.  
     • The inserted Source is added to your GTM Knowledge Base. 
       
   • Note: You can delete any source inserted by selecting the three-dot menu and clicking Delete.

Related Topics:

Configuring Target Account Research