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Documentation Index

Fetch the complete documentation index at: https://docs.kb2b.app/llms.txt

Use this file to discover all available pages before exploring further.

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What you’re going to do

In 3 minutes you will:
  1. Open your kb2b workspace
  2. Start a conversation with your main POT
  3. See how it answers and what it shows as the source
You don’t need documents uploaded yet. kb2b answers anyway — just with less context. The goal here is to understand the mechanic.

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1. Open your workspace

If you just created your account, you’re already in. Otherwise log in at kb2b.app. On the main screen you’ll see your workspace (the shared space with your team) and, inside it, your main POT — the default container.
If you don’t know yet what a POT is, read What is a POT? first — but it’s not strictly required for this first conversation.

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2. Open the chat

In the left sidebar, click Chat. A new conversation opens with your POT.

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3. Try this first prompt

Copy and paste this into the message field: 
I just started using kb2b. What kinds of information can I upload, and what kinds of questions work best when I have documents loaded?
Later, this page will have a “Copy” button next to the prompt. For now, select and copy manually.
Hit Enter. kb2b answers in a few seconds.

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4. Read the answer carefully

Look at three things: a. The answer content. It’s generic (you have no documents yet) but it gives a clear guide: document types it ingests, question formats that work, what to expect from POT Scores. b. The source indicator. Since there are no documents in your POT, kb2b will say something like “Answer based on general product knowledge, not your documents.” That transparency is central — you’ll never see an answer without knowing where it came from. c. The POT Score. When it shows up on an answer grounded in your documents, it indicates confidence: 0.92 VERIFIED means kb2b is very sure; 0.45 INFERRED means it’s deducing.

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5. What now?

Three paths depending on your role:

I want to upload documents

Start feeding your POT. PDF, DOCX, Markdown, transcripts.

I want to capture meetings

Install kb2b Desktop. No bot. No code. Local audio.

I want to invite the team

Check the plans, then invite teammates from Settings.

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Didn’t go as described?

If kb2b didn’t answer, it’s most likely one of:
  • Connection: check your internet
  • Session: sign out and back in
  • Quota: if your workspace is at 110% of tokens, queries are blocked (see Token limits)
If none of that fixes it, email support@kb2b.app with a screenshot.