How to use Knowledgebots
This section provides a friendly, easy-to-follow guide on Knowledge Bots and their effective use. Learn how these intelligent assistants help you quickly find information.
Last updated
This section provides a friendly, easy-to-follow guide on Knowledge Bots and their effective use. Learn how these intelligent assistants help you quickly find information.
Last updated
At the top of your screen, on the right-hand side you'll find two tabs: "Dashboard" and "Data Management"
Your dashboard is the control center for your Knowledge Bots. Here's what you can do:
Add Bots: Expand your collection of bots by adding new ones.
Search and Select Bots: Quickly find the right bot for your query by searching through your available bots.
Start a Conversation: Click on a bot to start a conversation and ask for information.
The Data Management section allows you to organize, create, and manage your databases and insights. This guide will walk you through the main features and how to use them effectively.
Upon entering Data Management, you'll see two types of databases:
Public databases owned by you or other users
Private databases you've created
To view documents within a database:
Locate the desired database in the list
Click on the database name
Browse through the documents
Click the "New Database" button
Fill in the required information:
Name your database
Add a description
Select an embedding model that suits your needs
Click "Create" to finalize
Blockbrain offers several advanced settings to help you tailor your Knowledge Base (aka your database) for improved AI performance and team collaboration. You can:
Adjust Access Settings: Set databases to public, private or share to specific users for controlled collaboration.
Select a Language: Optimize AI processing for different languages.
Modify Chunk Size & Overlap: Fine-tune how the AI reads and processes text for better accuracy or broader context.
Enable Smart Processing: Convert tables, images, and structured content into AI-readable formats.
Extract Images: Allow the AI to retrieve and display images from documents.
After creating a database, you can add documents in three ways:
Upload from your computer: Click "Upload" and select files from your device
Scrape from a website: Click "Import" and enter the URL of the web content (Note: The website has to be available to the public)
Connect a shared drive: Click "Connect Drive" and follow the prompts to link your shared drive
Insights in Blockbrain allow users to store and manage text-based information within Knowledge Bases. Unlike standard databases, Insights are designed for quick knowledge capture.
Click on the "Insights" tab in Data Management
Browse through your saved insights
In the Insights section, click "New Insight"
Follow the prompts to create and save your new insight
You can directly connect your data to the Knowledge Bot for easy access and analysis. Remember, this Data Management system is designed to help you organize and utilize your information efficiently. Don't hesitate to explore its features to maximize your productivity!
To explore these features in detail, check out the Advanced Features page.
Upon opening the application, you'll see a three-panel interface:
Left sidebar for navigation
Central chat area
Right sidebar for settings
Locate the "Create Data Room" button in the left sidebar.
Click the "+" icon next to it.
Name your new data room.
Switch between different data rooms by selecting them in the left sidebar.
Use separate rooms for different projects or topics.
The central area displays the chat history.
At the bottom, you'll find a text input field labeled "Write your message".
Type your message or use the microphone icon for voice input.
The bot will respond based on its configured settings and available knowledge. The responses will appear in the chat window above.
Use the icons in the top bar of the chat area for additional actions (share, copy, rewind etc.).
You can save a Chat Message as an Insight for later use or sharing purposes. Here are the steps to save and share your and the Bot's work:
Locate the Chat Message you want to save
Edit your Insight if needed
Add additional context
Modify the content
Add tags for better organization
Click Save Insight to store your Insight
If you want to Contribute your Insight to a Database, just click the Contribute Insight Button below the message and choose the database to store it to.
To share an already existing Insight, click on Insights, then Contribute Insight and choose a database to store it. If the database is public, your teammates will also be able to use your Insight.
The Knowledge Management section, located in the right panel next to the chat interface, offers multiple options for connecting and managing your data sources.
Connect to large databases from the data management tab containing chunked documents
Ideal for extensive document collections
Enables efficient processing of large data volumes
Upload individual documents
Documents are loaded as complete units
Perfect for maintaining document context integrity
No chunking applied
Access previously saved messages and inputs
Utilize stored knowledge from past interactions
Quick integration of proven solutions
Currently supports Gmail connection only
Access emails from your inbox and folders
Import specific emails as insights into your context
Note: Other email providers are not supported at this time
Add custom context information
Enhance your knowledge base with specific details
Flexible integration of supplementary information
To explore these features in detail, check out the Advanced Features page.
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.
Web Research β Expand your botβs knowledge by retrieving real-time information from the internet in addition to your Knowledge Bases.
Insights β Capture, store, and share key information from previous conversations to maintain continuity and context.
Intent Agent β Improves database crawling by understanding user intent, ensuring more accurate and context-aware responses.
Workflows β Automate multi-step prompts to streamline complex interactions, making conversations more efficient and structured.
Agents β Set up reusable, customizable prompt shortcuts to save time and enhance productivity.
Additional Context β Provide extra background details to improve response accuracy while keeping interactions efficient.
Search Options β Customize how your bot retrieves information with AI Search, Index Search, or Hybrid Search for more precise and relevant results.
To explore some of these features in detail, check out the Advanced Features page
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