Multi-Location

Knowledge Sharing

Share common knowledge across all your locations while allowing each location to customize or override specific content.

How Sharing Works

Knowledge exists at two levels: Account-level (shared across all locations) and Business-level (specific to one location).

Account-level knowledge is automatically available to all locations. Update once, and all locations get the updated information.

Each location can hide, replace, or add to shared knowledge for location-specific variations.

Each location can customize shared knowledge in three ways:

Completely hide shared knowledge from this location. Useful when a policy or service doesn't apply to a specific location.

Replace the shared answer with a completely different one. The AI will use your custom answer instead of the shared one.

Add location-specific information to the shared knowledge. The AI will see both the shared content and your additions.

Already have knowledge in multiple locations? Our migration wizard scans for duplicate content and helps you consolidate it to the account level.

When a customer asks a question, the AI searches both the location's knowledge and the shared account knowledge.

Any location-specific overrides are applied to the shared results (hiding, replacing, or appending as configured).

Results are ranked using a weighted combination, with location-specific knowledge given slight priority for relevance.

• Start by identifying knowledge that's duplicated across locations
• Use the migration wizard to consolidate existing duplicates
• Create new shared knowledge for company-wide policies
• Use "Append" overrides for location-specific details (e.g., local parking info)
• Review AI conversations to identify missing shared knowledge