Knowledge Bot Basics

Welcome to the foundation of how Knowledge Bots work in Blockbrain. Whether you're just getting started or need a refresher, this page covers the key concepts behind what makes Knowledge Bots powerful

Getting to Know the Knowledge Bot

Understanding Data Rooms

Data Rooms are individual chat threads that you can create at the left side of the Knowledge Bot. This is where you start a conversation with the Knowledge Bot. It is a secure, organized workspace where users can centralize and manage project-specific knowledge.

Each room includes:

  • Chat thread: Start conversations, ask questions, or use the Prompt Library and Workflows to speed up your prompt needs.

  • Data: Upload or connect files, links, databases, and other types of data inside that room. So answers from AI stay focused on that topic.

  • Settings: Control what knowledge is connected, what AI models (LLMs) are used, and how the room behaves.


Prompting in the Chat Field

The Chat Field is where you type your questions, tasks, or instructions for the Knowledge Bot. You can also activate additional features for each prompt such as enabling web research, generating images, or switching to voice input.

Learn how to make the most out of your conversations with a Knowledge Bot. Well crafted prompts lead to better answers. Learn how to write effective prompts here


Quick Access Panel Settings

You can quickly access settings for each Data Room in the panel settings located in the right side of the Knowledge Bot

Bot Settings

This section allows you to configure your bot’s behavior. If you don’t see the settings panel, please contact your admin to enable access.

From here, you can also:

  • Open the Prompt Library to explore and use pre-made prompts

  • Access or build Workflows to automate tasks and enhance interactions

For more details on advanced tools like Prompt Library and Workflow, check out the Guide on Advanced Knowledge Bot Features.

Data Room Settings

These settings focuses on a specific data room. These settings help you optimize the room based on the that specific prompting needs.

From here, you can:

  • Select the AI Model (LLM): Choose the language model (e.g., GPT, Gemini, Claude) that best aligns with the specific needs of the data room. For example, you might prefer a model that excels at handling long documents, supports advanced coding tasks, or performs well with multi-step prompts used in workflows.

  • Configure Data Retention: Define how long the data in this room should be stored. This includes options for auto-deletion (from 10-minute sessions to 12-month durations) to help meet compliance and privacy requirements.

  • Set Knowledge Destinations: Specify where insights, summaries, or outputs will be saved when exported from this room.

Knowledge Bot Management

Connect different types of data depending on your needs such as uploading files, connecting a database, or even emails. This will allow the Knowledge Bot to access information for that specific Data room. Sort of like the context and what it is working with.

Attach the data your Knowledge Bot needs to work with like uploaded files, connected databases, or even synced emails. Think of it as setting the context: the bot will only use the data you connect to this specific room, so its answers stay focused, accurate, and relevant to your topic.

For more details on connecting different types of data, click here

Others

In this section, you can configure two additional options:

  • Language: Choose the language the Knowledge Bot will use when responding. If you'd like the bot to automatically detect and match the user's language, set this to Automatic. Otherwise, you can manually select a preferred language for consistent replies.

  • Additional Context: Add any extra context or notes you'd like the bot to consider during the conversation. This is useful for injecting room-wide instructions, tone guidelines, or background information the bot should always keep in mind.

Tip: If you want to simplify the interface for users, you can hide unused sidebar features by toggling them off in Action Settings under Bot Settings.


Knowledge Bot Settings

In the upper left corner of the Knowledge Bot, you'll find the gear icon, which opens the bot settings. Here, you can customize and enable various features to tailor the bot to your needs.

  1. Setup: Customize the bot’s avatar photo, name, tone, and welcome message. You can also set:

    • Initial Instructions (to control its speaking style and behavior),

    • A default agent (e.g. Normal Chat, Knowledge Agent, ),

    • Mobile access permissions,

    • And toggle conversation starters or follow-up questions on or off.

  2. Capabilities & Skills: Adjust search methods and activate advanced features

  3. LLM Models: Choose the language model that powers your bot's responses, balancing performance, accuracy, and cost

  4. Database Source: Select the default database source for all data rooms

  5. Prompts: Set up or activate customizable prompts for more efficient use

  6. Automations: Set up workflows for more efficient prompting

  7. Action Settings: Adds quick-access buttons to the Knowledge Bot navigation and enables advanced features like Intent Agent and System Agent for enhanced search and automation

Note: If you don't see any bot settings, you may not have access to them. Inquire to the admin of the bot regarding its access.

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