Advanced Knowledge Bot Set Up

If you want to get more out of your Knowledgebot, you can unlock more control and intelligence by using adjusting the more of the Knowledgebot settings. These settings allow you to fine-tune how your bot behaves, where it stores information, and what features it offers users inside each Data Room.

Use the sections below to explore each advanced configuration page in Bot Settings.

Adjust the Bot’s Model Modifiers

Model Modifiers allow you to fine tune your Knowledge Bot’s behavior by adjusting key parameters that influence how it processes and generates responses. These settings help you balance creativity, precision, and relevance based on your use case, whether that’s legal summarization, creative content generation, technical support, or general conversation.

Is it required to adjust the Model Modifier settings?

It’s not necessary to adjust Model Modifiers if your chosen LLM already meets your needs and delivers the results you expect. However, if you want deeper customization, Model Modifiers give you the flexibility to fine-tune its behavior.

By adjusting Model Modifiers, you can:

• Increase or decrease creativity and idea variety.

• Refine vocabulary to match your audience.

• Expand or narrow the range of information considered.

• Reduce repetition and improve clarity.

Model Modifier Settings

Creative Freedom

Controls the balance between creativity and consistency:

• Higher values: More creative, varied, but less predictable responses

• Lower values: More factual and consistent outputs

Vocabulary Range

Adjusts the breadth of language used:

• Higher values: More diverse vocabulary, potentially less relevant

• Lower values: More focused vocabulary, higher relevance

Topic Variety

Manages the introduction of new ideas:

• Higher values: More varied topics and fresh perspectives

• Lower values: More focused discussion, higher coherence

Word Variety

Controls vocabulary repetition:

• Higher values: Broader word choice, fewer repetitions

• Lower values: More familiar vocabulary, consistent terminology

Search Range

Defines the range of information considered:

• Higher values: Broader document search, more comprehensive but potentially less precise

• Lower values: Focused search, higher relevance but narrower context

Adjustment Templates

To get the best results from AI generated responses, it's important to fine tune model modifiers based on your specific use case. These settings act as a starting point, allowing you to tailor the AI’s behavior to meet your needs.

Set up Data Retention Period

Set how long user inputs, responses, and interactions are stored.

This setting helps align your bot’s behavior with your organization’s privacy policies and compliance requirements.

Choose the default Web Research Tool

Web Research tools allow your Knowledgebot to search the internet in real-time to retrieve up-to-date information, facts, and sources outside your connected databases. This is especially useful for tasks that require current data or broad context beyond your internal knowledge base.

In the Web Research Settings page, you can:

• Enable or disable Web Research for your Knowledgebot

• Set a default tool to be used in all new Data Rooms

• Choose between multiple providers (e.g., Blockbrain, Perplexity, Sonar)

• Select between EU or US hosting depending on your compliance and data residency needs

Types of Web Research Tools

• Standard: Best for fast and simple lookups

• Pro: Analyzes more sources for deeper answers

• Pro (R): Advanced reasoning mode, ideal for strategic or complex queries

Choose the Destination Databases

When your bot saves Insights from conversations, this setting determines where those insights go. Choose a default destination database for easy tracking and consistent knowledge storage.

Set Default Database Sources

Set a default connected database that your bot uses for retrieving answers. This ensures the bot pulls from the correct source every time a Data Room is opened.

Activate the Prompt Library

Customize your pre-made prompts so users can quickly access standardized questions. This becomes a button for them, so that all users are using the most optimized prompt for the task. To add a prompt, you may opt to:

• Create your knowledgebot’s premade prompt

• Choose which premade prompts are available in that Knowledgebot.

How To Add Pre-made Prompts

Prompts can be added or activated through the Knowledgebot Settings.

• Activate a Prompt: Simply press the plus (+) icon next to a prompt to make it available to users of that Knowledgebot.

• Create a Prompt: Click on (+) Add a Prompt for to add a new premade prompt

Prepare the Workflows

Workflows allow you to break down long or complex prompts into an automated series of steps that run in sequence. This helps ensure consistency, save time, and improve efficiency across all Knowledgebot interactions.

You can set up workflows in the Knowledge Bot Settings so they are available to all users of that Knowledge Bot in any data room.

How to Add or Activate Workflows

• Click on (+) New Workflow

• Click on a New Prompt Card to reveal additional settings

Customize with Action Settings

The Action Settings let you choose which features and toolbar buttons are available to users of your Knowledgebot. This keeps the interface clean and easy to navigate, helping users focus only on the tools they need.

From here, you can toggle on or off features such as the Prompt Library, Workflows, and other Knowledgebot tools. To enable them, simply turn on the corresponding switch in the Action Settings panel.

You can also activate the Docs Reranker.

• What it is: The Docs Reranker improves the accuracy of AI responses by reordering and filtering search results from your database.

• When to use it: It’s most useful when you have a large database; it helps the AI find and prioritize the most relevant files before generating an answer.