Knowledge Base Demo Checklist

March 10, 2026 · View on GitHub

Purpose

This document is a video-editing-ready mock checklist for the Knowledge Base demo. It is designed to match the current frontend document table columns exactly:

  • Document
  • Segment Mode
  • Words
  • Recalls
  • Uploaded
  • Status

Demo Assumptions

  • Company context: Northwind Coffee, a multi-city retail coffee chain.
  • The first knowledge base contains 50 distinct mock files for a dense UI demo.
  • Each mock file is assumed to contain roughly 40-50 lines of content.
  • Segment Mode is set to Auto everywhere to match the current UI behavior.
  • Words and Recalls are simulated numbers for visual realism only.
  • Status is set to Ready for a clean recording baseline.

KB Overview

Knowledge BaseRoleFile CountMain FormatsSuggested Demo Angle
Northwind Brand HubBrand strategy, campaign playbooks, copy systems, city launch materials50md, pdf, docx, csv, json, txtShow rich, mixed-format brand knowledge at scale
Northwind Store OpsSOPs, checklists, escalation rules, shift and delivery operations15md, pdf, docx, csv, json, txtShow practical operations retrieval
Northwind Member CareRefund rules, VIP handling, complaint recovery, membership policy14md, pdf, docx, csv, json, txtShow customer-support and policy queries
Northwind Quality DeskQuality control, cold chain, recall process, supplier governance12md, pdf, docx, csv, json, txtShow compliance and risk-response queries

KB 1: Northwind Brand Hub

Positioning: brand narrative, product positioning, city campaign planning, channel-specific copy rules, retail launch materials.

DocumentSegment ModeWordsRecallsUploadedStatus
brand_positioning_playbook_v3.mdAuto842182026-03-06 09:20Ready
regional_voice_tone_matrix.docxAuto768112026-03-06 09:27Ready
hero_sku_message_map_2026.jsonAuto33472026-03-06 09:34Ready
city_campaign_calendar_q2_2026.csvAuto28692026-03-06 09:41Ready
q2_launch_brief_spring_oat_series.pdfAuto976122026-03-06 09:48Ready
social_caption_bank_beijing.txtAuto69482026-03-06 09:55Ready
social_caption_bank_shanghai.txtAuto70392026-03-06 10:02Ready
store_window_visual_guideline_v2.pdfAuto918102026-03-06 10:09Ready
packaging_copy_rules_iced_series.mdAuto72262026-03-06 10:16Ready
membership_storytelling_framework.docxAuto811132026-03-06 10:23Ready
premium_line_claims_dictionary.jsonAuto35152026-03-06 10:30Ready
local_festival_promo_calendar.csvAuto27482026-03-06 10:37Ready
barista_brand_story_cards.txtAuto65842026-03-06 10:44Ready
delivery_channel_message_rules.mdAuto74372026-03-06 10:51Ready
morning_combo_offer_logic.jsonAuto30952026-03-06 10:58Ready
afternoon_snack_pairing_copy.docxAuto78462026-03-06 11:05Ready
loyalty_week_campaign_brief.pdfAuto1008142026-03-06 11:12Ready
seasonal_naming_conventions.mdAuto68762026-03-06 11:19Ready
city_tier_pricing_reference.csvAuto298102026-03-06 11:26Ready
menu_board_copy_standard_v4.docxAuto83692026-03-06 11:33Ready
app_push_notification_library.txtAuto719122026-03-06 11:40Ready
private_domain_wechat_script_bank.mdAuto765112026-03-06 11:47Ready
brand_risk_words_blacklist.jsonAuto25742026-03-06 11:54Ready
campaign_landing_page_outline.docxAuto69262026-03-06 12:01Ready
q3_new_store_opening_message_kit.pdfAuto954102026-03-06 12:08Ready
crm_segment_message_map.csvAuto28172026-03-06 12:15Ready
partnership_collab_rules.mdAuto70162026-03-06 12:22Ready
influencer_seeding_brief_template.docxAuto77382026-03-06 12:29Ready
user_review_response_tone.txtAuto63952026-03-06 12:36Ready
quarter_end_brand_kpi_dictionary.jsonAuto36762026-03-06 12:43Ready
in_store_poster_copy_guide.pdfAuto89192026-03-06 12:50Ready
holiday_gifting_bundle_brief.mdAuto74872026-03-06 12:57Ready
university_area_campaign_notes.txtAuto68252026-03-06 13:04Ready
business_district_campaign_notes.txtAuto70152026-03-06 13:11Ready
airport_store_copy_constraints.docxAuto73642026-03-06 13:18Ready
breakfast_combo_qa_faq.pdfAuto824102026-03-06 13:25Ready
latte_upgrade_benefit_map.jsonAuto29652026-03-06 13:32Ready
retail_beans_packaging_copy.docxAuto77862026-03-06 13:39Ready
city_event_sponsorship_list.csvAuto24542026-03-06 13:46Ready
promo_coupon_naming_rules.mdAuto62952026-03-06 13:53Ready
short_video_hook_library.txtAuto71482026-03-06 14:00Ready
new_member_welcome_series.jsonAuto34172026-03-06 14:07Ready
store_a_frame_message_examples.pdfAuto86762026-03-06 14:14Ready
tea_line_repositioning_brief.docxAuto80672026-03-06 14:21Ready
weekend_family_bundle_copy.mdAuto68452026-03-06 14:28Ready
office_delivery_value_props.txtAuto65342026-03-06 14:35Ready
sustainability_claims_guideline.pdfAuto94292026-03-06 14:42Ready
creative_asset_request_template.docxAuto61132026-03-06 14:49Ready
product_glossary_internal.jsonAuto32742026-03-06 14:56Ready
annual_brand_moment_timeline.csvAuto23852026-03-06 15:03Ready

Suggested demo questions:

  • @Northwind Brand Hub 今年 Q2 的城市 campaign 节奏和 hero SKU 怎么规划？
  • @Northwind Brand Hub app push 和私域欢迎语的语气有什么区别？
  • @Northwind Brand Hub 如果要在机场门店推早餐组合，文案限制有哪些？

KB 2: Northwind Store Ops

Positioning: store procedures, shift execution, equipment incidents, delivery fulfillment, day-to-day operating standards.

DocumentSegment ModeWordsRecallsUploadedStatus
store_open_close_sop_v5.docxAuto894212026-03-07 08:45Ready
incident_response_matrix.csvAuto248162026-03-07 08:58Ready
shift_handoff_template.txtAuto668102026-03-07 09:12Ready
weekend_promo_execution_checklist.mdAuto758142026-03-07 09:24Ready
equipment_downtime_rules.jsonAuto31282026-03-07 09:36Ready
cleaning_frequency_standard.pdfAuto93192026-03-07 09:49Ready
morning_prep_station_checklist.mdAuto70372026-03-07 10:03Ready
cash_discrepancy_escalation.txtAuto61262026-03-07 10:16Ready
peak_hour_queue_playbook.docxAuto846112026-03-07 10:28Ready
delivery_order_packaging_qc.csvAuto226132026-03-07 10:41Ready
ice_machine_fault_faq.pdfAuto80582026-03-07 10:54Ready
new_staff_shadowing_schedule.jsonAuto28752026-03-07 11:07Ready
waste_reporting_template.csvAuto24172026-03-07 11:20Ready
store_manager_daily_brief.mdAuto73992026-03-07 11:33Ready
closing_security_protocol.txtAuto65462026-03-07 11:46Ready

Suggested demo questions:

  • @Northwind Store Ops 周末活动期间如果冰机故障，门店第一小时应该做什么？
  • @Northwind Store Ops 交接班模板里必须确认哪些项目？
  • @Northwind Store Ops 高峰时段外卖打包质检有哪些硬性要求？

KB 3: Northwind Member Care

Positioning: membership operations, compensation policy, VIP handling, complaint recovery and customer communication.

DocumentSegment ModeWordsRecallsUploadedStatus
membership_tier_policy.mdAuto812192026-03-08 10:14Ready
refund_and_recovery_rules.jsonAuto358202026-03-08 10:28Ready
vip_service_training_manual.pdfAuto1034112026-03-08 10:42Ready
social_media_escalation_guide.txtAuto70192026-03-08 10:56Ready
customer_contact_reason_tags.csvAuto264172026-03-08 11:09Ready
coupon_exception_handling.docxAuto776122026-03-08 11:22Ready
birthday_benefit_faq.mdAuto64282026-03-08 11:35Ready
delivery_refund_sla.pdfAuto824102026-03-08 11:48Ready
complaint_empathy_phrase_bank.txtAuto58862026-03-08 12:01Ready
account_merge_policy.docxAuto73172026-03-08 12:14Ready
bad_review_recovery_cases.jsonAuto349112026-03-08 12:27Ready
member_churn_signal_reference.csvAuto23892026-03-08 12:40Ready
call_center_shift_notes.txtAuto60352026-03-08 12:53Ready
high_value_user_save_playbook.mdAuto789132026-03-08 13:06Ready

Suggested demo questions:

  • @Northwind Member Care VIP 用户投诉饮品口感异常时，标准补偿是什么？
  • @Northwind Member Care 生日权益和优惠券例外处理规则分别是什么？
  • @Northwind Member Care 差评修复时客服推荐使用哪些安抚表达？

KB 4: Northwind Quality Desk

Positioning: supplier quality, cold-chain monitoring, batch traceability, hold-and-recall operations.

DocumentSegment ModeWordsRecallsUploadedStatus
supplier_audit_standard_2026.pdfAuto1122132026-03-09 11:05Ready
ingredient_batch_scorecard.csvAuto274152026-03-09 11:18Ready
cold_chain_exception_playbook.mdAuto846182026-03-09 11:31Ready
recall_notification_schema.jsonAuto32572026-03-09 11:44Ready
store_hold_and_dispose_notice.txtAuto688122026-03-09 11:57Ready
milk_temperature_thresholds.docxAuto71482026-03-09 12:10Ready
roastery_sampling_schedule.csvAuto22962026-03-09 12:23Ready
allergen_label_checklist.mdAuto63792026-03-09 12:36Ready
vendor_penalty_matrix.jsonAuto29752026-03-09 12:49Ready
contamination_incident_report_template.docxAuto78182026-03-09 13:02Ready
daily_receiving_qc_log.csvAuto242102026-03-09 13:15Ready
regional_quality_bulletin.pdfAuto91872026-03-09 13:28Ready

Suggested demo questions:

  • @Northwind Quality Desk 如果冷链温度超标，门店和质控团队分别要做什么？
  • @Northwind Quality Desk 批次召回通知里必须包含哪些字段？
  • @Northwind Quality Desk 供应商审核和处罚矩阵是如何衔接的？

Cross-KB Demo Questions

  • @Northwind Brand Hub @Northwind Store Ops 新品上线时，总部文案和门店执行 checklist 怎么配合？
  • @Northwind Member Care @Northwind Quality Desk 如果出现批次质量问题，客服对外沟通和内部升级路径分别是什么？
  • @Northwind Brand Hub @Northwind Member Care 会员欢迎语和补偿沟通在品牌语气上需要保持哪些一致性？

Recording Tips

  • Start with Northwind Brand Hub to show a dense table with many files and mixed formats.
  • Then switch to Northwind Store Ops to show the system is not only for brand docs, but also for operational SOPs.
  • Use one single-KB question first, then a cross-KB question to demonstrate retrieval across domains.
  • If you want a cleaner screen, keep all document statuses as Ready.
  • If you want to demonstrate filters, duplicate this checklist in your video editor and change 1-2 rows to Processing or Failed.