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of 6— Identify the 20-30 KB articles you reference most often
What you'll accomplish
By the end of this guide, you'll have a Claude Project loaded with your company's most important knowledge base content — FAQ answers, product specs, policy details, and troubleshooting steps. When a customer asks something your company KB is slow to surface, you can ask your Claude Project in plain English and get the right answer in seconds.
What you'll need
- Claude Pro ($20/month at claude.ai)
- Access to your company KB (Guru, Confluence, Notion, or any internal docs you can read)
- 20-30 core KB articles relevant to your case types (you'll copy/paste or export key content)
- Time needed: 60-90 minutes to set up; 30 seconds per query after that
- Cost: $20/month (Claude Pro)
How-To Guide: Build a Knowledge Base Assistant Using Claude Projects
Step 1: Identify the 20-30 KB articles you reference most often
Before setting up the project, do a quick audit: what are the questions customers ask you that require KB lookup? List them. Common ones:
- Return/refund policy details
- Shipping and delivery timeframes
- Product warranty terms
- Account management procedures (password reset, plan changes)
- Billing cycle and invoice explanations
- Troubleshooting for your top 3 product issues
These are the articles to prioritize uploading.