🚀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.

Navigation

At the top of your screen, on the right-hand side you'll find two tabs: "Dashboard" and "Data Management"

Dashboard - Your Starting Point

Your dashboard is the control center for your Knowledge Bots. Here's what you can do:

1. Add Bots: Expand your collection of bots by adding new ones.

2. Search and Select Bots: Quickly find the right bot for your query by searching through your available bots.

3. Start a Conversation: Click on a bot to start a conversation and ask for information.

Dashboard

Data Management

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.

Managing Databases

Viewing Databases

Upon entering Data Management, you'll see two types of databases:

1. Public databases owned by you or other users

2. Private databases you've created

Accessing Database Contents

To view documents within a database:

1. Locate the desired database in the list

2. Click on the database name

3. Browse through the documents

Creating a New Database

1. Click the "New Database" button

2. Fill in the required information:

• Name your database

• Add a description

• Select an embedding model that suits your needs

1. Click "Create" to finalize

Advanced Settings in Databases

Blockbrain offers several advanced settings to help you tailor your Knowledge Base (aka your database) for improved AI performance and team collaboration. You can:

1. Adjust Access Settings: Set databases to public, private or share to specific users for controlled collaboration.

2. Select a Language: Optimize AI processing for different languages.

3. Modify Chunk Size & Overlap: Fine-tune how the AI reads and processes text for better accuracy or broader context.

4. Enable Smart Processing: Convert tables, images, and structured content into AI-readable formats.

5. Extract Images: Allow the AI to retrieve and display images from documents.

Adding Documents to a Database

After creating a database, you can add documents in three ways:

1. Upload from your computer: Click "Upload" and select files from your device

2. Scrape from a website: Click "Import" and enter the URL of the web content (Note: The website has to be available to the public)

3. Connect a shared drive: Click "Connect Drive" and follow the prompts to link your shared drive

Managing Insights

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.

Viewing Insights

1. Click on the "Insights" tab in Data Management

2. Browse through your saved insights

Creating New Insights

1. In the Insights section, click "New Insight"

2. 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.

Chat with a Knowledge Bot

Getting Started

Upon opening the application, you'll see a three-panel interface:

• Left sidebar for navigation

• Central chat area

• Right sidebar for settings

Managing Data Room

1. Locate the "Create Data Room" button in the left sidebar.

2. Click the "+" icon next to it.

3. Name your new data room.

4. Switch between different data rooms by selecting them in the left sidebar.

5. Use separate rooms for different projects or topics.

Using the Chat Interface

• 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.).

Chat Area Guide

Below the text input box, you'll find several helpful features to enhance your chat experience:

1. Trash Icon (Bottom Left Corner) Click this to clear the entire chat history and start a fresh conversation.

2. Agents These are reusable prompt shortcuts that make repetitive tasks easier. Select an agent to automate common tasks and keep responses consistent.

3. Auto Button The Auto setting adjusts the bot's response length automatically. It's best to leave it on Auto unless you need shorter answers.

4. Image Toggle Click this to turn your ideas into images. Hover over it to see the message “Turn your imagination into imagery.”

5. Web Research Toggle This feature allows the AI to search the internet for real-time information.

6. Send Icon Click this to send your message or simply press "Enter" on your keyboard.

7. Mic Icon (Bottom Right Corner) Instead of typing, click this to speak your message aloud.

8. Token Usage Indicator (Below the Chat Features) This shows how many tokens you’ve used out of your total limit. Tokens represent the chunks of text processed by the AI. For example, "1/120,000" means you've used 1 token out of a total of 120,000. This helps you keep track of your usage and avoid hitting the limit.

What else can you do with AI outputs?

When the AI returns a response, you’ll find several options that allow you to interact further with the chat.

1. AI Agents (Magic Wand Icon) Click this to access a list of pre-configured agents. These agents help you quickly generate outputs without typing. For example, you can use an agent to summarize the AI's output with just a click, making it easier to get the results you need.

2. Pin (Pin Icon) Want to keep a particular conversation handy? Use the Pin button to pin a chat to the side, so it stays visible while you continue chatting. This is useful for referencing important information during the conversation.

3. Contribute Knowledge (Hand and Light Bulb Icon) If you find an AI response particularly helpful, you can save it to a database for later use. Just click the Contribute Knowledge button, and the chat is saved for future reference.

4. Reply Icon (Speech Bubble Icon) The Reply icon allows you to respond directly to a specific chat. It helps you continue a conversation or ask a follow-up question about a particular part of the AI’s output.

5. Speaker Icon (Speaker Icon) Click this to have the AI’s message read out loud. This is helpful if you prefer listening to the response instead of reading it.

6. Delete Icon (Trash Bin Icon) If you want to remove a specific message, simply click the Delete icon. This will delete that particular chat from the conversation.

7. Three Horizontal Dots (More Options) Click this to open additional options:

   • Deactivate Message: Temporarily disable the message if needed.

   • Save as Insight: Save the message as an insight for future reference.

   • Copy as Rich Text/Text/Markdown: Copy the message in different formats.

   • Rate Response: Rate the AI's response as either good or bad.

How to work with Insights

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:

1. Locate the Chat Message you want to save

2. Click the Floppydisc-Icon () below the message
3. Edit your Insight if needed

   • Add additional context

   • Modify the content

   • Add tags for better organization

4. 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.

Methods to Connect Different Types of Data

The Knowledge Management section, located in the right panel next to the chat interface, offers multiple options for connecting and managing your data sources.

1. Databases

• Connect to large databases from the data management tab containing chunked documents

• Ideal for extensive document collections

• Enables efficient processing of large data volumes

2. Files

• Upload individual documents

• Documents are loaded as complete units

• Perfect for maintaining document context integrity

• No chunking applied

3. Insights

• Access previously saved messages and inputs

• Utilize stored knowledge from past interactions

• Quick integration of proven solutions

4. Email Integration

• 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

5. Additional Context

• 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.

Knowledge Bots Data Flow

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.

Tips on how to Optimize your Knowledge Bot

1. Web Research – Expand your bot’s knowledge by retrieving real-time information from the internet in addition to your Knowledge Bases.

2. Insights – Capture, store, and share key information from previous conversations to maintain continuity and context.

3. Intent Agent – Improves database crawling by understanding user intent, ensuring more accurate and context-aware responses.

4. Workflows – Automate multi-step prompts to streamline complex interactions, making conversations more efficient and structured.

5. Agents – Set up reusable, customizable prompt shortcuts to save time and enhance productivity.

6. Additional Context – Provide extra background details to improve response accuracy while keeping interactions efficient.

7. Search Options – 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