Managing knowledge sources

Manually import multiple knowledge bases (KBs) using CSV files, so AI agents generate responses that are tailored to your organization. Each uploaded file is treated as an independent knowledge source and can be classified by audience to control how AI agents use the content during search and resolution.

Spark can use knowledge sources from a wide range of platforms. This documentation uses ServiceNow as an example.

Knowledge source list

The list shows all imported knowledge sources with the following details:

  • Name: The filename of the uploaded CSV.

  • Origin: The source of the article; always marked as Custom.

  • Target group: The target group that AI agents use to classify during search and ranking to surface the most relevant content based on context:

    • Employee: end-user-facing knowledge

    • Technical support: IT or support-facing knowledge

  • Size: The number of articles in the CSV. The system can also display the following statuses:

    • Failed: If the file cannot be processed, for example, if it contains a syntax error. In this case, hover over the error message to see a detailed error message and remediation proposal.

    • Processing: If the file contains many articles and it takes time for the system to process it.

  • Type: The file type of the knowledge source. Currently, the system supports CSVs only.

  • Last update: The timestamp of when the knowledge source was last updated. It helps to asses if an article is up to date.

Upload knowledge base articles

The following procedure uses ServiceNow as an example; however, on a high level, the process is similar in other ITSM platforms.

1

Identify data to export

  1. Open the list of knowledge base articles in ServiceNow.

  2. Select knowledge base articles by applying these filters:

    • Published articles only.

    • Articles available to your service desk users. Spark indexes every uploaded article regardless of ITSM permissions.

    • Exclude translated versions of the same article.

    • Include every article you want to import. Uploading a new file replaces the previous import.

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Manual uploads are not incremental. Plan to export all the data required for the Spark knowledge base. When uploading a new file, the new content replaces the previous content.

2

Export data

Export data from ServiceNow by performing a standard CSV export:

  1. Navigate to your knowledge base articles list..

  2. Click Apply filter to configure the desired filters.

  3. Click the cogwheel icon > Personalize list.

  4. Include the following columns in the CSV, using the exact case-sensitive column names:

Column name
Description

number

Identifier of the knowledge base article. Example: KB0012345

short_description

Title of the knowledge base article. Example: How to troubleshoot network issues

kb_knowledge_base

Name of the knowledge base the article belongs to Example: IT Knowledge

kb_category

(optional)

Category of the knowledge base article. Example: Network

sys_updated_on

(optional)

Last update date. Example: 11-06-2025

text

Article content, in one of the supported formats: plain-text, markdown or HTML. Example: <p>test kb</p>

  1. Click the action menu in any column header and select Export > CSV to download the file.

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3

Upload articles into Nexthink

  1. Go to Spark  > Manage knowledge sources.

  2. Select Import in the upper right corner.

  3. Drag or Choose a CSV file, up to 100 MB, from your hard drive to import it into the system.

  4. Enter a full, parameterized URL as the External link that links to individual knowledge articles in your knowledge system. The URL must include a placeholder for the article identifier so that AI agents can generate direct links to the original content. Examples:

    • ServiceNow: https://<instance>.service-now.com/sp?id=kb_article&sysparm_article={number}

    • BMC Helix: https://<instance>.onbmc.com/portal/kb/article/{number}

    • JSM: https://<instance>.atlassian.net/servicedesk/customer/kb/view/{number}

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  1. Define a Target group for the knowledge source:

    • Technical support: Users responsible for diagnosing and resolving IT issues.

    • Employee: End users consuming IT services for their daily work.

  2. Select Done, and the system takes the following steps:

    • If you have already manually uploaded a file, the old content will be discarded and replaced by the new content.

    • File processing occurs asynchronously and may take up to 15 minutes for large knowledge bases.

Export a knowledge source

Hover over a knowledge source and select Export in the action menu to download the original CSV file corresponding to the last successful import. Each knowledge source can be exported individually only.

Delete an uploaded knowledge source

Hover over a knowledge source and select Delete in the action menu to permanently remove a previously uploaded CSV and all knowledge articles associated with that knowledge source.

Update an existing knowledge source

To ensure Spark always has a knowledge base available and can answer questions even when the system is processing a new version of a knowledge source file, Nexthink recommends the following order:

  1. Upload the updated knowledge source file while still leaving the old one in the system.

  2. Once the new knowledge source file is processed, delete the old file.

Best practices

Nexthink recommends the following to improve the selection of knowledge base articles:

  • Keep articles current and up to date.

  • Use HTML formatting for optimal results.

  • Include key information in the article body text.

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