👨‍🦱Manage your Domain

This guide is designed to help administrators effectively manage and configure their domain settings within our platform. Here, you'll find detailed instructions on setting up user permissions, customizing domain preferences, and optimizing security features to ensure a seamless and secure experience for all users.

Invite Members

1. Access User Management: Go to the Admin tab and open the User Management dashboard.

2. Initiate Invitation: Click on the "Invite User" button.

3. Enter User Details: In the provided fields, type in the first name, last name, and email address of the user(s) you wish to add.

Note: You have the option to add multiple users simultaneously by entering the details for each person before proceeding to the next step.

1. Send Invitations: Click on "Send Invitations" to dispatch email invites to the users you've added.

Manage User Permission

Only administrators can see and manage user permissions.

1. Navigate to the Admin tab and User Management dashboard.

2. Click on the Edit icon located at the far right of a user row.

3. Assign a Role from the drop-down.

4. Click on Save Changes.

There are 3 types of permission levels/user roles for Knowledge Bots enterprise clients.

Role	Permissions
Administrator	Add Users: Invite new members to the platform. Manage User Roles: Assign or change roles of platform members. Manage Billing: Oversee subscription details and payments. Manage Platform Capabilities: Configure platform settings and features. Create & Manage Knowledge Bots: Build and customize bots for various use cases. Create & Manage Knowledge Bases: Compile and organize information sources for bots to draw from. Use Knowledge Bots: Interact with any of the bots that are publicly available or that were specifically shared with them. Share Knowledge Bots: Distribute access to bots among team members.
Builder	Create & Manage Knowledge Bots: Build and customize bots for various use cases. Create & Manage Knowledge Bases: Compile and organize information sources for bots to draw from. Use Knowledge Bots: Interact with any of the bots that are publicly available or that were specifically shared with them. Share Knowledge Bots: Distribute access to bots among team members
Consumer	Use Knowledge Bots: Interact with any of the bots that are publicly available or that were specifically shared with them.

Customizing Domain Preferences

AI Model Selection

As an admin, you have the ability to choose from a variety of AI models that can be utilized by bot builders on the platform. This flexibility allows you to tailor the capabilities of your bots to meet specific needs and preferences.

AI Model Selection for Admins

1. Accessing the AI Models Section:

   • Log in to your admin account.

   • Navigate to the "AI Models" section in the admin dashboard.

2. Review Available Models:

   • Browse through the list of AI models provided by leading providers such as OpenAI, Anthropic, Meta, and Mistral.

   • Each model comes with a brief description of its capabilities.

3. Model Selection:

   • Select the models you wish to make available for bot builders by activating the toggle on the left hand side.

Consider the specific requirements of your bots, such as language processing capabilities, response time, and data handling.

Embedding Models

As an admin, you have the capability to choose from a variety of embedding models that can be utilized to enhance database functionalities. These models help in transforming data into vector representations, enabling efficient search and retrieval operations.

Embedding Model Selection

Selecting Embedding Models

1. Accessing the Embedding Models Section:

   • Log in to your admin account.

   • Navigate to the "Embedding Models" section in the admin dashboard.

2. Review Available Models:

   • Browse through the list of embedding models provided by leading providers.

   • Each model comes with a brief description of its capabilities and ideal use cases.

3. Model Selection:

   • Select the models you wish to make available for bot builders by activating the toggle on the left hand side.

Consider the specific requirements of your databases, such as data type compatibility, processing speed and data quantity.

Managing Analytics

The "Analysis" Tab provides comprehensive tools for tracking user activity. You can view the total number of requests made, total and active users, the number of requests in various systems like Nexus and Retriever, and how activity has changed over time.

Features of the Analytics Tab

1. Monitoring User Activity:

   • Track the number of requests made and activity across Nexus & Retriever.

   • Identify trends in user activity and see how many users are currently active.

2. Setting the Timeframe:

   • Adjust the timeframe in the top right corner to obtain specific evaluations for a selected period.

   • Use the option in the upper right corner to select the desired timeframe.

3. Viewing Conversations:

   • Analyze conversations for the selected period.

   • Use Conversation IDs to trace what was written and understand why certain results were produced.

   • By clicking on the Window-Icon on the right hand side of any given conversation you may see the chat history.

Model Position

In the "Model Position" Tab, admins can easily adjust the order of AI models available to bot builders on the platform using a simple drag-and-drop interface. This feature allows you to arrange the models in the list so that the most important ones are displayed first, making it easier for bot builders to select the appropriate model for their specific needs.

Amend Model Positioning