🧰Guide on Advanced Knowledge Bot Features
This section explains how to use key Knowledgebot features effectively. Learn how they can help simplify tasks, improve workflow, and save time.
What are Agents?
Customizable, single-prompt shortcuts that automate frequent tasks and ensure consistency in responses. Agents help save time, boost productivity, and reduce repetitive typing.
Why use Agents?
Efficiency: Reduce repetitive typing and automate frequently used prompts.
Consistency: Ensure responses follow a structured and standardized format especially across scaling teams.
Customization: Tailor Agents to fit specific workflows and your needs.
Collaboration: Share Agents within your organization for uniform responses.
Faster Decision-Making: Instantly generate reports, summaries, and recommendations.
Our platform offers two elegant methods for activating specialized AI agents, precisely tailored to your requirements.
Retrospective Activation
Proactive Agent Selection
What are Workflows?
Workflows allow you to automate multi-step prompts, making complex interactions more structured and efficient. Unlike Agents, which function as single-prompt shortcuts, Workflows guide the AI through a sequence of prompts to ensure a more accurate and refined final response.
Why use Workflows?
Improved Accuracy: The AI delivers more precise responses when given structured, step-by-step prompts.
Better Context Retention: Each step builds on previous answers, leading to a more cohesive final result.
Scalability: Automate repetitive, multi-step tasks to save time and improve efficiency.
Live Web Search (New!): Enable real-time web search in specific steps to pull the latest, most relevant information directly from the internet.
API Integrations (New!): Connect external systems and tools using HTTP requests in any workflow step, allowing you to fetch, send, or enrich data programmatically.
Scheduling & Auto-Delivery (New!): Run workflows on a recurring schedule and receive results via email—perfect for ongoing research, updates, or reporting tasks.
What is the Intent Agent?
Enable feature to enhances accuracy when searching large databases by intelligently identifying the most relevant files based on your query. By understanding folder descriptions, it helps the AI return more precise and relevant information, making data retrieval faster and more efficient
Why use Intent Agent?
Improved Efficiency: Reduces time spent scanning irrelevant folders by narrowing the search to relevant areas.
Optimized Workflows: Simplifies the process of locating the correct folder, especially as databases grow larger and more complex.
Faster Results: Quickly identifies and retrieves the most relevant information, saving time.
Resource Optimization: Conserves computational resources by prioritizing the processing of relevant data.
What are Insights?
Insights are saved AI messages or text highlights—bite-sized pieces of knowledge that you can reuse later. Use them to retain key information from documents or conversations, without having to re-read everything. You can also share them across data rooms for better collaboration.
Why Use Insights?
Consistent Responses: Save and reuse key AI replies to ensure alignment across teams and conversations.
Faster Knowledge Access: Instantly retrieve past insights without digging through chat history.
Smarter Collaboration: Share refined prompts and findings as a centralized knowledge base.
Streamlined Workflows: Insert stored insights into new tasks to reduce repetition and improve efficiency.
What are Dynamic Insights?
Automate recurring web research by scheduling prompts that fetch updated information from selected URLs. The results are saved as Insights, so you can track changes, monitor trends, or stay updated on specific topics—without lifting a finger.
Why Use Dynamic Insights?
Automated Updates: Stay on top of trends by scheduling recurring web research from selected URLs.
Effortless Knowledge Capture: Extract fresh insights without manual monitoring or copy-pasting.
Always Up-to-Date: Keep your Insight library current with the latest information—hands-free.
Contribute Knowledge
Contribute Knowledge allows you to save an Insight, an AI-generated message or conversation into your database. It is stored within a selected database, making it accessible to team members who have access to that database.
This method is ideal for collaborative work, ensuring that key insights are stored and structured within a knowledge base. However, since databases undergo chunking, the information may be divided into smaller sections, which could affect retrieval accuracy
Why Contribute Knowledge?
Teamwide Access: Save key insights directly to a shared database for easier collaboration.
Structured Knowledge Sharing: Organize important AI responses in a centralized, searchable location.
Ideal for Collaboration: Build a long-term knowledge base that teams can reuse and expand.
Frequently Asked Questions (FAQs)
Agents
How do Agents differ from Workflows?
Agents handle single-use prompts, while Workflows automate multi-step processes for more structured interactions.
Can I share my Agents with my team?
Yes, you can share Agents with your team if they have access to the same Knowledge Bot
Why can't I see any Agents?
It may not be enabled in your Knowledge Bot. Simply ask your admin to activate your organization's agents in the Knowledge Bot settings.
Is Intent Agent different from Agents?
Yes, Intent Agents and Agents are advanced features with distinct functions. While Agents are customizable prompt shortcuts designed to automate tasks, Intent Agents enhance chat accuracy using specialized methods. They operate independently from regular Agents and serve different purposes in refining AI interactions.
Workflows
Can I share Workflows with my team?
Anyone with access to the Knowledge Bot can also access the Workflows created within that bot.
Why isn’t my Workflow giving accurate results?
Ensure each step is specific and clear, avoid overly complex prompts in a single step, and test different step sequences to optimize results.
Intent Agent
How does the Intent Agent decide which folders are most relevant?
The Intent Agent analyzes user-provided folder descriptions to identify and prioritize folders likely to contain relevant information before processing the contents.
When is it best to use the Intent Agent feature?
The feature is most useful when applied to databases containing multiple folders with distinct topic areas, allowing it to efficiently prioritize and retrieve relevant information.
Is there a minimum number of files or folders required for the Intent Agent to be effective?
There is no strict minimum number of files or folders needed to use the Intent Agent. However, the feature is most useful when applied to databases containing multiple folders with distinct topic areas, allowing it to efficiently prioritize and retrieve relevant information.
What happens if I don’t provide folder descriptions? Will the Intent Agent still work?
Without folder descriptions, the Intent Agent may not function optimally, as these descriptions are essential for relevance assessment.
Insights
Why should I use Insights?
Insights help you quickly save, organize, and retrieve useful AI responses without losing context. They are great for personal reference, collaboration, and sharing specific messages with others.
How are Insights different from Databases?
Unlike databases, which store large volumes of structured data that undergo chunking, Insights are stored in full context, preserving the original message format.
How should I name my Insights?
Use consistent and descriptive titles that include relevant keywords for easy searching. Clear titles help you quickly locate Insights when needed.
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