Connect Data to your Knowledge Bot

Types of Connectable Data

Blockbrain supports various types of data that you can connect and use as context in your chat rooms.

  1. Insights: Reuse saved AI responses or personal notes for consistent, contextual outputs.

  2. File Upload: Upload files with full structure, formatting, and images preserved (no chunking).

  3. Database source: Connect large, chunked, and searchable document collections shared across teams.

  4. Email Service: Import Gmail threads to make key conversations accessible and searchable.

  5. Additional Context: Add custom details or background information to refine AI accuracy.

Available in the right panel of the Knowledgebot screen

Insights

Insights are are text-based notes that you can input yourself, or allows you to store and retrieve previously saved AI interactions, making it easy to reuse knowledge from past conversations. This is useful for ensuring consistency in responses and retaining key learnings across teams.

These saved insights act as a personal knowledge base, helping users retain important AI-generated information, streamline workflows, and maintain consistency across multiple interactions. Unlike database sources, Insights are stored in full context without chunking, preserving the original message structure for improved retrieval and reuse.

When to Use Insights

  • When past AI-generated responses need to be referenced frequently

  • When team members share refined prompts or key findings from Data Rooms

  • When specific contextual knowledge should be stored for quick access


File Upload

Files are uploaded as whole units without chunking, preserving the document’s full structure and original formatting. Unlike database sources, which break content into sections, files maintain context in its entirety.

When to Use Files Instead

  • When document structure is critical (e.g., legal contracts, research papers, reports).

  • When exact phrasing needs to be referenced instead of processed in chunks.

  • When a smaller, standalone document is used for AI retrieval rather than large-scale search queries

  • When images such as infographics, charts, regular images, posters, and catalogues are relevant for the prompt

Sample Use Case of Files Upload

  • Analyzing infographics that a graphics heavy

  • Analyzing all parts of legal contracts


Database Source

Database sources are ideal for storing and processing large volumes of documents, especially when shared between teams. Uploaded documents are chunked, meaning they are broken into smaller segments for AI processing.

How Chunking Affects Accuracy

  • Chunking allows the AI to scan and retrieve information efficiently, but it may reduce context continuity across large documents.

  • Smaller chunks improve precision for direct queries, while larger chunks help retain context but can dilute accuracy if too broad.

  • The default chunk size is 2000 characters with a 300-character overlap, ensuring a balance between accuracy and context.

When to Use Database Sources

  • When managing large document collections that multiple users need access to

  • When scalability is required for long-term data management

  • When high-volume AI queries need to be performed across many documents


Email Service

Email Service allows you to import Gmail threads directly into your Data Room. This makes key email conversations searchable and usable as part of the AI’s context, especially when referencing previous decisions, stakeholder instructions, or project-related discussions.

When to Use Email Integration

  • When email threads contain key information or instructions relevant to the task

  • When tracking client or team discussions directly from email history

  • When AI responses need to align with ongoing communications or past decisions

Sample Use Case of Email Integration

  • Referencing client instructions discussed over email

  • Summarizing email threads


Additional Context

Additional Context allows you to add custom notes, clarifications, or background information directly into the Data Room to guide the AI more effectively. It’s especially helpful when your workflow includes multiple context sources (e.g., database sources, files, emails) and you need to define relationships, explain terms, or provide task-specific instructions. This ensures the AI consistently considers important context without requiring you to repeat it in every prompt.

When to Use Additional Context

  • When the Data Room includes multiple context types and clarity is needed (e.g., files + database source + emails)

  • When there are special instructions, business rules, or internal nuances to be explained

  • When you need to control how the AI interprets or prioritizes specific content

Sample Use Case of Additional Context

  • Clarifying that "Doc A" should be prioritized over "Doc B" in mixed-source workflows

  • Defining roles or terms that appear across multiple documents (e.g., β€œAM” = Account Manager)


How it Works

Benefits

  • Comprehensive data integration

  • Flexible access to various knowledge sources

  • Seamless context enhancement

  • Efficient knowledge management

Note: Choose the connection type that best suits your specific needs and data structure.

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