Connecting your Knowledge Base

Learn how to import and deploy your knowledge base for GenerativeAgent.

Your knowledge base is crucial for GenerativeAgent to provide accurate and contextually relevant responses to users. You fully control what articles are included with GenerativeAgent.

Manage the knowledge base within the ASAPP dashboard.

You can toggle between Sandbox and Production environments to view deployment status.

To give GenerativeAgent access to your KnowledgeBase, you need to:

1. Import your knowledge base into ASAPP
2. Deploy knowledge base articles

Step 1: Importing your Knowledge Base

To enable GenerativeAgent to reference your knowledge base, you need to import it into ASAPP:

• Navigate to GenerativeAgent > Knowledge
• Click “Add content”
• Select between:
  • Import from URL
  • Create Snippet

• Importing Content from URL
• Creating a Snippet

To import content from a webpage:

1. Choose “Import from URL”.

2. Paste the URL in the “Provide URL” page.
3. Optionally, add URLs to exclude in the “Excluded URL” grid.
4. Click “Import content” to start the process.

New resources are uploaded as drafts. Review and deploy them to either Sandbox or Production.

Step 2: Deploy your Knowledge Base

Once imported, you need to deploy your Knowledge Base into different environments for GenerativeAgent. This includes reviewing and approving changes. This is crucial as changes to the content in knowledge base may impact how GenerativeAgent responds to your users.

Deploying Knowledge Base occurs as part of the general GenerativeAgent deployment process.

Optimizing GenerativeAgent’s Use of Articles

Improve GenerativeAgent’s performance with these features:

1. Query Examples: Add typical customer questions to ensure relevant content retrieval.
2. Additional Instructions: Provide context and clarification for each piece of content.

Adding Query Examples

1. In the “GenerativeAgent Instructions” column, click “Add query example”.
2. Enter common customer questions.
3. Add multiple queries as needed.

Providing Additional Instructions

1. Click “Add Instruction”.
2. Write a clear description in the “Clarification” field.
3. Provide an example response.

Use Additional Instructions to guide GenerativeAgent’s behavior, including preventing unwanted responses.

Filter with Metadata

You can enhance GenerativeAgent’s understanding of your articles by adding metadata. Add metadata onto an article, and for the relevant tasks, add the metadata filers.

When GenerativeAgent follows that task, it will query the knowledgebase with those metadata filters. This enables you to focus GenerativeAgent’s to only look at the relevant articles.

To add metadata to an article:

1. Navigate to the article.
2. Click “Edit Metadata” to open the Metadata Window.
3. Add or remove keys as necessary.

Search with Metadata Filters

Apply additional filters to a search with the “Add filter” Button to retreive and manage Articles in bulk.

Available filters include:

• Content Source Name
• Content Source Type
• First Activity Range
• Created By
• Last Modified By
• Deployment Status
• Metadata

You can select and apply multiple filters.

The selected filters combine using “AND” operators for precise search results

Search results and applied filters continue when navigating back to the Knowledge Base list from an Article

Preview

Test GenerativeAgent’s use of your Knowledge Base:

1. Click the eye button next to “Deploy” to access the Preview User.

2. Start a conversation to see how GenerativeAgent uses your content.

For more information on the Previewer, see the Previewer guide.

Next Steps

After adding your knowledge base to ASAPP, explore these additional integration topics:

Connecting Your APIs

Integrating GenerativeAgent