🧰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?

Agents are reusable, customizable prompt shortcuts that help streamline tasks, saving time and improving productivity. They allow you to automate specific queries, ensuring consistency and efficiency in responses.

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.

Agent Templates must be pre-configured by your builder before they become available. For setup instructions, see the Applying Advanced Features page.

Our platform offers two elegant methods for activating specialized AI agents, precisely tailored to your requirements.

1. Retrospective Activation

2. Proactive Agent Selection

Want to explore Agents in more detail? Just click here to open the subpage dedicated to this feature.

---

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.

Want to explore Workflow in more detail? Just click here to open the subpage dedicated to this feature.

What is the Intent Agent?

The Intent Agent enhances accuracy when searching large databases by intelligently identifying the most relevant files based on the Knowledge Base descriptions provided. 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.

Want to explore Intent Agent in more detail? Just click here to open the subpage dedicated to this feature.

---

What are Insights?

Insights are bite-sized pieces of important information you can extract from your documents and conversations. They help you quickly find and share key knowledge without reading entire files. Think of them as smart highlights that make finding what you need faster and easier.

Want to explore the Insights feature in more detail? Just click here to open the subpage dedicated to this feature.

---

Contribute Knowledge

Contribute Knowledge allows you to save an Insight, an AI-generated message or conversation into your database. However, instead of saving it in the Insights section, 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

Want to explore 'Contribute Knowledge' feature in more detail? Just click here to open the subpage dedicated to this feature.

---

Frequently Asked Questions (FAQs)

Agents

1. How do Agents differ from Workflows?

   • Agents handle single-use prompts, while Workflows automate multi-step processes for more structured interactions.

2. 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

3. 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.

4. 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

1. Can I share Workflows with my team?

   • Anyone with access to the Knowledge Bot can also access the Workflows created within that bot.

2. 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

1. 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.

2. 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.

3. 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.

4. 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

1. 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.

2. 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.

3. 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.