A Simple Guide from Upload to Live Knowledge
What This Process Is
This guide explains what happens after you submit documents and how they become live knowledge inside INSUREU2® Artificial Intelligence.
The goal is to make sure:
Your information is accurate and usable
Knowledge stays organized and searchable
Everyone knows what happens next
There are no surprises around formatting or fees
This is a step-by-step process with clear decisions, designed to keep things fast, fair, and scalable.
Here is a helpful video on how to upload documents into Zendesk: Click here
The Systems We Use
System |
What It Does |
|---|---|
INSUREU2 HELP DESK |
Where you submit documents and receive updates |
INSUREU2® Artificial Intelligence Operations Team |
Reviews and prepares content |
INSUREU2® Artificial Intelligence |
Stores and delivers live knowledge |
You (the Client) |
Provide documents and make decisions |
How the Process Works
Step 1 — You Submit Your Documents
Who: You
What You Do
Upload your documents through a INSUREU2 AI Help Desk ticket
What to Know
Clear structure matters
Well-formatted documents move faster
What Happens Next
Your submission officially enters the system
Step 2 — INSUREU2 AI Help Desk Logs Your Request
Who: INSUREU2® Artificial Intelligence Operations Team
What Happens
A ticket is created
Your documents are attached
Your request is recorded for tracking
INSUREU2 AI Help Desk's role is to track and communicate, not to edit or review content.
Step 3 — We Review Your Documents
Who: INSUREU2® Artificial Intelligence Operations Team
What We Check
Are the documents complete?
Are they clearly structured?
Are they ready to be used as knowledgebase articles?
This step is required for every submission.
Decision Time: Are the Documents Knowledgebase-Ready?
At this point, your documents follow one of two paths.
If Documents Are NOT Knowledgebase-Ready
What Happens
We let you know the documents need adjustments
Your Options
Option 1: Approve a document-to-knowledge conversion service (fee applies)
Option 2: Update the documents yourself using our knowledgebase standards
INSUREU2 AI Help Desk will send:
Clear next steps
A link to acceptable knowledgebase article standards
Once updated, the documents return to review.
This loop exists to:
Keep expectations clear
Prevent delays
Protect everyone’s time
If Documents ARE Knowledgebase-Ready
Step 4 — We Prepare the Content
Who: INSUREU2® Artificial Intelligence Operations Team
What We Do
Assign the correct category
Apply naming standards
Perform a final quality check
Step 5 — Knowledge Goes Live
Who: INSUREU2® Artificial Intelligence
What Happens
Content is uploaded
Knowledge is indexed
It becomes searchable and accessible
Step 6 — You’re Notified
Who: INSUREU2 AI Help Desk
What You Receive
Confirmation that your knowledge is live
Instructions to restart Sidd so updates appear
Step 7 — Ticket Closed
Who: INSUREU2 AI Help Desk
Result
The request is fully completed
A full record is saved
Nothing is left open or unresolved
Important Things to Know
Knowledgebase-ready documents are added at no cost
Documents that need conversion may include a fee
New knowledge requires a Sidd restart to appear
INSUREU2 AI Help Desk is always the official system of record
Why This Process Exists
This workflow protects:
You — clear expectations and updates
Our team — no rework or confusion
The system — clean, searchable knowledge
Scalability — consistent results every time
Need More Help?
Did this article help? If not, or if you need further assistance with your INSUREU2® Artificial Intelligence setup, our team is here to support you.
You can email us anytime at support@insureu2.ai, and our team will assist you as soon as possible.
Have more questions?
Submit a support request and we’ll take care of the rest.
INSUREU2® Artificial Intelligence – Intellectual Property Notice
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This material is proprietary to INSUREU2® Artificial Intelligence. No part of it may be copied, shared, or used without written permission.