How to Manage Your Knowledge Base
Organize, search, and maintain your project resource library
Overview
Keep your competitive intelligence resources organized and accessible for your team and Steve's AI.
Access Knowledge Base
Navigate to your project and click Knowledge Base or Resources.
Caption: Knowledge base library view with resources
Organize Resources
Categories
Resources auto-categorize by type:
- Sales Decks
- Product Sheets
- Research Reports
- Competitive Analysis
- Customer Stories
- Training Materials
Caption: Resource categories for organization
Manual Categorization
Update resource category:
- Click resource
- Select Edit
- Choose category
- Click Save
Caption: Editing resource category
Search Resources
Quick Search
Use the search bar to find resources by:
- File name
- Content keywords
- Upload date
- Category
Caption: Resource search interface
Filters
Combine filters for precise results:
- Type - Document, presentation, image
- Date - Last week, month, quarter
- Size - File size range
- Uploader - Team member
Caption: Advanced filtering options
View Resource Details
Click any resource to see:
- File preview
- Upload date and user
- Category and tags
- Usage in battle cards
- Download count
- Related competitors
Caption: Resource details and metadata
Edit Resources
Update Metadata
- Click resource
- Select Edit
- Update:
- Title
- Description
- Category
- Tags
- Click Save
Replace File
- Click resource
- Select Replace
- Upload new version
- Old version archives automatically
Caption: Replacing resource file with new version
Delete Resources
Remove outdated content:
- Select resource
- Click Delete
- Confirm deletion
Warning: Deletion is permanent. Battle cards using this resource won't be affected.
Caption: Resource deletion confirmation
Track Usage
See how resources are used:
- Battle cards referencing this resource
- Team members who downloaded
- Last access date
- Total views
Caption: Resource usage tracking metrics
Expected Outcome
✅ Resources organized by category ✅ Easy search and retrieval ✅ Up-to-date knowledge base
Next Steps
- Upload Resources - Add more content
- Generate Battle Cards - Use resources