🎯 Working with Korra

1. Introduction

What is Korra?

Korra helps you create an AI-powered search portal from your documents in minutes. Your users can easily find information through a simple search interface, getting accurate answers sourced directly from your content. Korra runs in your browser, meaning you don’t need to download anything to your computer.

Key Features

• AI-Powered Search: Transform your documents into an intelligent search experience
• Multiple Interface Options: Choose between a Google-like search portal or ChatGPT-like chatbot
• Flexible Content Management: Upload files from your computer or connect to cloud storage
• Easy Customization: Design your search portal to match your brand
• Comprehensive Analytics: Track usage and learn what information your users are looking for

2. Getting Started

Sign Up

1. Click “Login” at the top right of the homepage
2. Choose your preferred login method 

Logging In

Click “Login” at the top right of the homepage to access your account.

Getting Oriented on the Platform

After logging in, you’ll see the sidebar on the left – your way to navigate the platform. Here’s an overview of your options:

Account

Access your profile and account details.

Experience Creator

Create and manage your search portal:

• Build search portal based on your documents and files
• Customize design and settings
• Publish to your users
• Knowledge Manager

Manage your content

• Upload and manage files 
• Organize your files in folders 
• Set up automatic sync with cloud storage (SharePoint, Drive, Dropbox)

Personas

Customize your AI’s personality.

Analytics

Track how users interact with your knowledge portal:

• View usage patterns
• See individual questions
• Monitor engagement

AI Training Console

Upload your FAQ files to improve AI answer quality.

Settings

Adjust your account settings.

Get Help

Access guides or contact support with questions.

3. Managing Your Files

Supported File Types

Korra helps you build a personal search portal from your private files. You can upload:

• PDF files
• Microsoft Word documents
• PowerPoint presentations
• Videos (MP4 and MOV)

Creating Folders

1. Select “Knowledge Manager” from the left sidebar
2. Click “New Folder” in the top right
3. Name your folder and click “Save”
4. You will be directed to the folder page, where you can add files.

Deleting Folders

1. Select “Knowledge Manager” from the left sidebar 
2. Find the folder you want to delete, and click the 3-dot menu to the left 
3. Select “Delete”

Rename Folders

1. Select “Knowledge Manager” from the left sidebar 
2. Find the folder you want to rename, and click the 3-dot menu to the left 
3. Select “Rename”

Uploading Files From Computer

1. Select “Knowledge Manager” from the left sidebar
2. Select the folder you want to add files to
3. Once in the folder, click “Add Files” in the top right and select “File” or “Folder”
4. Select your files and click “Open”

Tip: Create a folder with all your files on your computer for faster upload.

Uploading Files From Cloud Storage

You can upload files directly from Google Drive or Dropbox:

1. Select “Knowledge Manager” from the left sidebar
2. Select the folder you want to add the file to
3. Once in the folder, click “Add Files” in the top right and select “Google Drive” or “Dropbox”
4. Connect Korra to your cloud storage service
5. Selcet your files and click “Select”

Deleting Files

1. Select “Knowledge Manager” from the left sidebar
2. Select the folder with the files you want to delete 
3. Once in the folder, find the file you want to delete and click the Trash icon.
4. You can delete multiple files at once by selecting the files and click “Delete” in the top right.

Moving Files Between Folders 

To move a file to a different folder, delete it from the current folder and upload it to the new location.

Automatic Cloud Storage Sync

Connect your cloud storage to Korra to manage your files directly from SharePoint, Google Drive, or Dropbox:

1. Select “Knowledge Manager” from the left sidebar
2. Click “Network Folder” 
3. Choose your cloud service (SharePoint, Google Drive, or Dropbox)
4. Select the folders you want to sync
5. Click “Connect”

Your selected folders will now automatically sync with Korra. Any changes in your cloud storage – adding, editing, removing, or moving files – will instantly update in Korra.

Note: Available for Business and Business Plus users.

4. Managing Knowledge Experiences

A Knowledge Experience is where users ask questions and get answers from your uploaded files. With Korra, you can:

1. Create multiple search portals and link them to different knowledge sources. For example:
   • Separate portals for different products (Product A, Product B)
   • Dedicated portals for specific topics (technical support, legal)
     
2. Choose your search interface: 
   • Google-like experience
   • ChatGPT-like experience

Publish your portal as:

• Full page 
• Widget
• SDK
• Design the look and feel of your portal

Creating New Knowledge Experience

1. Select “Experience Creator” from the left sidebar 
2. Click “Create a New Experience” in the top right 
3. Choose one: 

• “Choose Files” to upload new files
• “Continue to Experience Creator” if your files are already uploaded

Accessing Your Knowledge Experience

1. Select “Experience Creator” from the left sidebar
2. Choose the experience you want to work with

Adding Content to Knowledge Experiences

1. Select “Experience Creator” from the left sidebar 
2. Choose your search portal 
3. Once in the experience page, select “General” in the top bar 
4. Under “Knowledge Units”, select which folders to include: 

• Click a folder name to add it
• Click “Add” to include more content:
  • Select “Add Folder” to create a new folder
  • Select “Add Files” to upload to existing folders

Tip: Use “Knowledge Manager” in the left sidebar to manage your files and folders.

Testing Your Experience

1. Select “Experience Creator” from the left sidebar
2. Choose your search portal
3. Click “View Page” in the top right
4. Try your search portal by asking questions about your content

Note: if you made any change on the experience page, you need to save them before you can test. 

5. Customizing Your Knowledge Experience

Previewing Your Search Portal 

Select “Experience Creator” from the left sidebar and choose your experience. A live preview of your search portal appears on the right side of the page, instantly reflecting any changes you make.

Basic Customization

1. Select “Experience Creator” from the left sidebar
2. Choose your experience
3. Once in the experience page, select “General” in the top bar
4. Under “Name”, enter your preferred experience name

Experience Name

Note: This will update your search portal’s URL, which you can find under “Link” on the same page.

Interface Types

Choose your preferred knowledge experience interface:

• Knowledge Base (Search based experience)
  • Works like a private Google search
  • Ask one question at a time
  • Each new query starts fresh

• Chatbot (Conversational experience)
  • Works like your private ChatGPT
  • Enables ongoing conversations
  • Ask multiple follow-up questions

Tip: You can switch between these interfaces anytime. 

Integration Types

Choose how to publish your search portal:

• Full Page
  • A complete, standalone search experience
  • Best for complex questions and detailed answers
• Widget
  • Add the search portal to any page on your website
  • Best for quick, instant answers
• SDK
  • Get full control over the user interface

By default, Knowledge Base uses full page integration, and Chatbot uses widget integration. To change your integration type:

1. Choose your interface type (Knowledge Base or Chatbot)
2. Click “View” in the top dropdown menu 
3. Select your integration type (Full Page, Widget, SDK)

Design

Select “Experience Creator” from the left sidebar, choose your experience, then select “Design” in the top bar. From here, you can:

Landscape Head

Add your landscape header as the search bar cover:

• Click “Browse” and add images (16:9 ratio recommended)

Logo

Upload your Logo to the search bar:

• Click “Browse” and add images (PNG and JPEG supported, 2:3 ratio recommended)

Set Logo URL Destination

Add your website URL to direct users to your website when they click the logo

Search Placeholder Text

Customize the search placeholder text (default is “Ask a question or describe an issue“)

Avatar

Add an Avatar to personalize your chatbot:

• Click “Browse” and add images (80×80 pixels recommended, 2MB size limit)

Note: available for chatbot interface only.

Advanced Widget Design

Customize your widget when using it with the Knowledge Base or Chatbot.

Widget Color

Choose your chatbot’s color using HEX codes (find codes at HTML Color Codes index)

Widget Height

Adjust the widget’s height in inches or as a percentage.

Tip: To set the height as a percentage of the screen, click “Units”, select “Percentage”, and enter a number from 0–100 under “Height” (100 = full screen height).

Widget Location

Place your to the right or to the left of your page.

To publish the advanced chatbot design changes, copy the code below “Embed Widget” and add to your relevant website page.

Add-Ons

These features are only available for Knowledge Base experience. Here you can:

FAQ Section

Add frequently asked questions to help users quickly find common answers.

Adding FAQ

1. Navigate to Experience Creator > Adds On
2. Turn on “FAQ Section” toggle button in the right
3. Click “Edit” and then “Add a question” at the bottom of the popup
4. Enter your question
5. Click “Apply” to save

Any change you make will be seen at the preview to the right, or click “View Page” for a full page view.

Managing FAQ:

1. Navigate to Experience Creator > Adds On
2. Under “FAQ Section” click “Edit” 
3. Modify your FAQ
4. Remove FAQ by clicking their trash icon

Any change you make will be seen at the preview to the right, or click “View Page” for a full page view.

Add Folders

Choose which content folders are visible and accessible to your users from your knowledge experience.

Adding Folders

1. Navigate to Experience Creator > Adds On
2. Turn on “Add Folders” toggle button in the right
3. Click “Edit” and then “Add a folder” at the bottom of the popup
4. Select the folders you want to share from your folder list
5. Enter the folder name users will see
6. Remove folders by clicking their trash icon
7. Click “Apply” to save your changes

Managing Folders

1. Navigate to Experience Creator > Add-Ons
2. Under “Add Folders” click “Edit” 
3. Modify your folders
4. Remove folders by clicking their trash icon

Show Updated Articles

Help users find your newest information by highlighting recently added or updated content. Availabe only if you have Add Folders turned on. 

1. Navigate to Experience Creator > Adds On
2. Turn on “Add Folders” toggle button in the top right
3. Turn on “Show Updated Articles” toggle button in the top right
4. Enter the number of days you want new files to be visible (for example, if you enter 20 days, new files will be shown for 20 days and then automatically removedk)

Add Contact Us URL

Add your “Contact Us” page link to direct users to additional support:

1. Navigate to Experience Creator > Adds On
2. Turn on “Add ‘Contact Us’ URL” toggle button in the top right
3. Insert your URL link

Any change you make will be seen at the preview to the right, or click “View Page” for a full page view.

Additional Settings

Select “Experience Creator” from the left sidebar, choose your experience, then select “Settings” in the top bar. From here, you can:

Search Settings:

Select Persona 

Set your AI’s personality. Choose from the default personality or the personas you’ve created. To create a new persona:

1. Select “Personas” from the left sidebar.
2. Select “Select Persona” and click “Create New Persona”
3. Fill in these details:
   • Persona Name
   • Description: Define the persona. This acts as a prompt to create the persona you want (friendly, humorous, etc.).
   • Welcome Message: Create the first message users will see.
4. Set the answer format:

1. Answer length (long, medium, or short)
2. Answer style (text or bullet-point formats) 

Results Filters

Allow users to filter their search results:

• Folder Filter (Default)
• Users can filter results by folder name
• Example: Search for answers only in files from the ‘Legal’ folder.
• File Tags

Add tags to specific files

1. Select “Knowledge Manager” from the left bar 
2. Select a folder and click on a file name
3. Add tags at the top of the page
4. Tags can include lowercase letters, numbers, dots and dashes

Highlight Answers Inside Documents

Korra not only provide free speech answers, but also directs users to the exact location of answers in your files:

• Shows users where information comes from
• Enhances answer reliability
• This feature is on by default. To turn it off, navigate to Experience Creator > Settings > Highlight answers inside documents.

6. Managing File Access

By default, users can download files from your search portal. You can:

• Disable file downloads
• Redirect users to your own file repository by adding a URL

To change these settings, navigate to Experience Creator > Settings > Redirect to file repository / Disable file download.

Authorized User Access to Portal (Login)

You can restrict portal access to authorized users only:

1. Navigate to Experience Creator > Settings
2. Enable “Authorized user access to portal (login)”

To set and manage your authorized users:

1. Select “Settings” from the left sidebar
2. Click “Team Manager” in the top left
3. Click “Add User” in the top right to add new users:
   • Enter user’s email address and select their permission level

Note: Users need to have a Korra account before they can be added

7. Publishing & Integration

• Your search portal is live as soon as you create it, with its own unique URL.To find your URL navigate to “Experience Creator” > “General” > “Link”. 
• Share the URL directly with users or integrate it into your website
• Any changes you make will go live when you click “Save” in the top right
• Users will immediately see the updated version when you save changes
  

8. Analytics & Monitoring

Select “Analytics” from the left sidebar to explore the analytics of your knowledge portal and what they can tell you about your users. From here, you can find:

1. Aggregative Data: How many questions are being asked over time? How do users rate your answers?
2. Specific Questions: See each individual question your users are asking. Korra documents every query, helping you understand what information users are seeking.
3. User Behavior Insights: Learn how users interact with your portal – their preferred interface (chatbot vs. search portal), content format (video vs. PDF), and search patterns.
   
   

9. AI Training Console

Improve answer accuracy by providing the AI with your list of frequently asked questions:

1. Download our CSV template
2. Add your FAQs in the template format
3. Upload your completed CSV file

1. Administration

Select “Settings” from the left sidebar to manage your account:

10. Plan

• View your current plan
• Explore upgrade options

11. Account Details

• Update your account information
• Add your company details

12. Team Management

Adding Team Members:

1. Navigate to Settings and click on Team Manager on the top part of the page.
2. Click Add a User 
3. Insert new user email address. Note: the user must have an account at Korra before it can be added. 
4. Choose the permission settings of the new user:

• Admin
  • Can delete workspace and change settings
  • Has full access to all features

• Owner: Has full access except:
  • Cannot delete workspace
  • Cannot change settings
• Editor: Has full access except:
  • Cannot add team members
  • Cannot add network drive
• Viewer
  • Can only view content
  • Cannot use editor features

Managing Team Members

1. Select “Settings” from the left sidebar
2. Click “Team Manager” in the top bar
3. View your team members and permissions
4. To manage a team member, click the icons next to their name:
   • Edit icon to update permissions
   • Trash icon to remove member

User Logs

1. Select  “Settings” from the left sidebar
2. Scroll to “User Logs” at the bottom of the page
3. Click “Download Log Files” to see all team member activities in your workspace