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CRUD: Training Documents and Knowledge Base

non-critical   Property: ChurchWiseAI   Category: Admin Dashboard Tier: pro-chat Persona: pastor-admin Touchpoint: /admin/[token]/training-tab

Preconditions

  • Pastor logged into admin dashboard
  • Training feature enabled (Pro tier or higher)

Steps

#ActionExpected Result
1Navigate to Training tabTraining tab loads. Shows sub-tabs: Documents, Website, FAQs.
2Upload training document (PDF or Word)Documents sub-tab has upload button. Can select PDF/DOC file. System accepts file and shows upload progress.
3Verify document was indexedAfter upload, document appears in list with status 'Processing' then 'Ready'. File size and upload date shown.
4Preview document contentCan click document to see preview or extracted text. Confirms document was parsed correctly.
5Delete training documentCan remove document from knowledge base. Confirmation popup. Once deleted, document no longer indexed for chatbot.
6Add FAQ entriesFAQ sub-tab has form to add Q&A pairs. Can add multiple FAQs. Each FAQ saves individually.
7Edit FAQ entryCan update question and answer. Changes save and immediately available to chatbot.
8Delete FAQCan remove FAQ entry. Confirmation prevents accidental deletion.
9Link website to trainingWebsite sub-tab allows pasting church website URL. System crawls and indexes pages as training data.
10Monitor training indexing statusProgress indicator shows document indexing status. Can see which documents are ready vs processing.

Known Failure Modes

  • File upload fails for valid PDF — knowledge base can't be built
  • Document indexed incorrectly — chatbot has corrupted data
  • FAQ changes not reflecting in chatbot — stale answers
  • Website crawl fails — churches can't use website as training source

References

Notes

Tests knowledge base creation and management. Training is the core of chatbot customization — documents, FAQs, and website content define how the AI responds. Uploads must work, indexing must be reliable, and pastors must see clear status. This is critical for pastor confidence in the AI's knowledge.