Knowledge Base
Everything SMAQ knows about your business — campaigns from connected platforms, your business profile, and any context you've added. The AI uses this to ground its answers.
The Knowledge Base is the AI's memory of your business. When you chat or run an automation, the AI consults the KB to ground its answer in your specific context — your industry, your campaigns, your business model.
A weak KB → generic answers. A rich KB → answers that sound like they came from someone who knows your business.
[Screenshot needed] Knowledge Base page with the Business Profile section at the top and a Campaigns table below showing ingested Google Ads + Meta campaigns.
What's in the KB
Business profile
The basic context about your business:
Business name and website
Industry / sector
Target audience description
Key competitors
Notes (free-text for anything else)
Initially populated during onboarding. Edit anytime from the KB page.
Campaigns
Auto-ingested from your ad platform connections. Click Fetch Google Ads campaigns or Fetch Facebook campaigns to pull the current campaign list with names, statuses, spend.
This becomes searchable context for chat — when you ask "How is our Brand campaign doing?", the AI checks the KB to know what "Brand campaign" refers to.
Goals & strategy notes
Free-text notes about what you're trying to achieve. Use this for:
Strategic context the AI can't infer ("We're shifting from acquisition to retention in Q3")
House style for content ("All copy targets a 8th-grade reading level")
Constraints ("Don't recommend pause on the Brand campaign — it's protected for legal reasons")
Why this matters for chat
The chat AI uses the KB at every turn. The richer it is, the better the answers:
"How is campaign X performing?" — without KB, the AI guesses what X is from your campaign names. With KB, it knows X is your D2C launch from April.
"What should I try next?" — without KB, generic suggestions. With KB, suggestions grounded in your business model and stated goals.
"Write a recap for the client." — without KB, generic phrasing. With KB, language tuned to your client's seniority and your existing relationship.
Why this matters for automations
Daily Brief, Dashboard Summary, and the agentic automations (Media Plan Intelligence, Campaign Brainstorm) all consult the KB. The narrative they write is shaped by what's in there.
Editing the KB
Go to Knowledge Base in the side menu. Edit any section directly.
[Screen video needed] Editing the business profile: changing the industry, adding two competitors, and updating the goal notes. ~45 seconds.
Tips
Spend 15 minutes on it once a quarter. Bigger ROI than most things you can do in SMAQ.
Add constraints, not just goals. "Don't recommend pausing Brand" prevents the AI from making bad recommendations.
Include competitor names, not just URLs. The AI uses these when running competitor intelligence.
Update after major changes — new product launch, new campaign, change of strategy.
What the KB is NOT
It's not a document store. Don't paste PDFs or long docs — they won't be processed.
It's not auto-updating beyond campaigns. Strategy notes are manual.
It's not a chat memory. The KB is reference material; chat history is in Review historical user messages.
Privacy
The KB is project-scoped. KB content doesn't leak across projects in your org.
Owners and Editors can edit. Other roles can view.
KB content is used by SMAQ's AI, which runs on Anthropic's Claude. See SMAQ's privacy policy for how AI processing handles your data.
What's next
Chat with SMAQ AI (tutorial) — see what a rich KB enables in chat.
Playbooks — formal analyses that complement the informal KB.
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