The Smart Search tab is intended for setting up and using the document database for smart search with the functionality of uploading, editing, updating and deleting files with unstructured information.

The tab contains a table with all uploaded files, regardless of which object group they are in. The Smart search settings do not display uploaded documents if a group is specified.

Smart Search is a skill that enables artificial intelligence to digest, understand, organize, and query selected digital content from multiple data sources. Its main task is to answer users' questions.

It helps to combine all sources of information (internal and external) into a single knowledge base that is easy to navigate and find what you need as quickly as possible. 

The Smart Search tab displays information about files uploaded by users.

The Smart Search tab gives you the option:

The key objectives of Smart Search are:

In doing so, it achieves:

The following documents are currently available for processing:

To enter the Smart Search tab, select the Assistant module (1) in the sidebar of the Home page, click again on the Assistant name to select the Settings page, Smart Search tab.

The description of the Smart Search tab interface is presented in the table below.

Description of interface elements 

Element name

Description

untitled

Search bar (1)

  • Search is performed by file/document name
  • Case is not taken into account
  • Search by part of the name is available: the entered text can be in any part of the document name

Button

Load document (2)

The Load document modal window opens as soon as you click on it

Dropdown list

Columns (3)

  • Filter to customize the columns to be displayed in the Smart Search table
  • Available values in the dropdown list - names of all columns in the table
  • Columns that cannot be disabled in the list - Document
  • Visible if at least one file has been uploaded

Table

untitled

Table with documents 

Objects in the table are arranged by date of modification - the last modified document files are added to the top of the table

See if at least one document file has been loaded

Filters

Filters are available for the following columns:

  • Author
  • Document group
  • User group
  • Date of change

Smart Search tab table description

The table description of the Smart Search tab table is presented in the table below.

Description of interface elements 

Element name

Template/Example

Description

Column

File (4)

Example:

Updated documentation.txt

Contains the name of the uploaded document file and format

Column

Description (5)

Example:

Contains updated documentation dated 05/21/2024.

Used to describe a document


Column

Author (6)

Template:

<First name Last name>.

Example:

Konstantinoplesky K. К.

Name of the user by whom the document was uploaded/modified

Column

Group (7)

Example:

Documents for technical support 

Contains the name of the document group to which this document was added

Document groups are formed in the Object group column - they are displayed as separate skills with names similar to the group on the Chat for user page.

Document files are added to the groups:

  • From the Smart Search tab of the Assistant section when loading/editing a document
  • From the Smart Search tab in the Object group section already loaded without a selected group

Column

Date of download(8)

Template:

dd <short name of month>. yyyy hh:mm:ss

Example:

29 May 2024 22:31:01

Date/time when an existing document was uploaded/modified

Button

Delete (9)

Deleting a document

When the button is pressed, a dialog box with a warning opens
 

Button

Edit (10)

The Document parameters modal window opens as soon as you click on it.


The Columns dropdown list allows you to select the columns to be displayed in the table from the available columns, with the File column always displayed.

In the columns Document, Date of change the possibility of sorting is provided .

Below the table on the right side there is a page numbering and a dropdown list, by means of which the User can select the number of displayed rows, for example, 50 and after that the vertical scrolling of the page will appear.