Knowledge

Knowledge is the foundation of your Codd AI corpus. By combining business context with technical metadata, the AI generates accurate data models and meaningful metrics tailored to your organization.

Important: Always create business knowledge first, then technical knowledge. This order helps the AI better understand your domain and generate more accurate relationships.

Knowledge Types

Business Knowledge

Documents that define your business context, terminology, and rules.

  • Business glossaries
  • KPI definitions
  • Synonym references
  • Business rules
  • Domain documentation
Create Business Knowledge

Technical Knowledge

Database connections and table selections that define your data structure.

  • Database schemas
  • Table metadata
  • Facts & dimensions
  • Column definitions
  • Data relationships
Create Technical Knowledge

Business Knowledge

What to Include

Business Terminology

Define key business terms and their meanings:

  • Customer segments (e.g., "Premium Customer = annual spend > $10,000")
  • Product categories and classifications
  • Regional definitions and territories

KPI Definitions

Document how your organization calculates metrics:

  • Gross Margin = (Revenue - COGS) / Revenue
  • Customer Lifetime Value calculations
  • Churn rate definitions

Synonyms & Aliases

Map different terms that mean the same thing:

  • Revenue = Sales = Turnover
  • Customer = Client = Account
  • SKU = Product Code = Item Number

Technical Knowledge

Database Configuration

Prerequisites

  • Create or select a database integration
  • Ensure connection credentials are valid
  • Test connection before proceeding

Table Selection

Choose tables strategically:

  • Fact Tables: Transaction data, events, measurements
  • Dimension Tables: Customers, products, time, geography
  • Lookup Tables: Status codes, categories, types

Tip: Start with 5-10 core tables. You can always add more later.

Creation Workflow

Step-by-Step Process

  1. 1

    Navigate to Knowledge Section

    Go to your brain and access the Knowledge menu. You'll see options for both types.

  2. 2

    Create Business Knowledge First

    Upload documents containing business rules, KPIs, and terminology. Save when complete.

  3. 3

    Add Technical Knowledge

    Select or create integration, choose database, select tables, and save configuration.

  4. 4

    Create Corpus

    Combine your knowledge cells into a corpus for AI processing.

Common Mistakes to Avoid

  • Creating technical knowledge before business knowledge
  • Selecting too many tables initially (start with core tables)
  • Missing key business terminology in documents
  • Not including KPI calculations in business knowledge

Best Practices

✅ Do This

  • Include comprehensive business glossaries
  • Define all KPIs with clear formulas
  • Document synonym relationships
  • Start with essential tables only
  • Test database connections first

❌ Avoid This

  • Vague or ambiguous term definitions
  • Missing critical business rules
  • Selecting all database tables at once
  • Skipping business knowledge creation
  • Using outdated documentation

Ready to Create Knowledge?

Start with business knowledge to give the AI context about your organization.