Knowledge Base

Work with your own documents and apply access controls to your data.

To begin using the knowledge base your admin needs to establish Document Collections

Library

The Library is where your organizations documents live and can be managed by an admin.

Upload Documents

When uploading documents, you need to:

• Assign a File Name

• Write a File Description (optional)

• Tag

  • You can add tags to your file, or add the uploaded file to an existing or new collections. Tags can also help you narrow down searches.

• Assign to a Collection of data

  • Collections of files (that can contain a single file or more) are assigned to AI assistants.

  • The people that can use your AI assistants can use the files that are in collections assigned to AI assistants.

Assign Users to AI Assistants

In order to add collections to AI assistants, go to AI Assistant Tab > Assistant Configuration or use the Knowledge Base sidebar to access both files and user groups (Assign Users to Assistants and Assign Files to assistants).

Assign Files to AI Assistants

1. Select an AI Assistant from dropdown to assign file access to.

2. Select a Data Collection to give the AI Assistant access

Search Documents

With RAG (retrieval augmented generation) capabilities, you can quickly search through your documentation to find answers you need from your data, in a format that you specify. The guardrails applied to the AI Assistant determines the type of data that can be retrieved.

1. Enter a question in the search field

   1. Narrow your search by Collection or Tags

2. AI responses can be exported to Docx, PDF, or Excel.