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.
- A file can only be included in one document group of the Object groups subsection
- A document that has not been allocated to any document group cannot be used in the Assistant chat room
- The file is added using the Upload document window opened by the Upload document button
- Updating a file, description and changing a document group is performed using the Document parameters window opened by clicking the Edit button.
- Document name and format must be unique within one tenant
- Only one file can be uploaded or updated in the modal window
- Available formats of uploaded files: pdf, doc, docx
- If there are no uploaded files on the tab, a message is displayed in place of the table:
Here you can view the smart search documents
Start by uploading a document
The Smart Search tab gives you the option:
- to view the list of downloaded files.
- to update files.
- to upload a new file and delete an existing file.
The key objectives of Smart Search are:
- obtaining answers from the knowledge base to user questions
- searching for relevant data in unstructured information from various sources
In doing so, it achieves:
- reduction of time to search for relevant information and increase in labor productivity
- improved quality and speed of decision-making
- quick response and delivery of relevant information in response to a question
The following documents are currently available for processing:
- documents of doc, docx, txt, pdf (with a text layer), xls, xlsx types
- structured documents with headings, subheadings and numbering
- documents without a clear structure
- documents with simple tables (without joins)
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) |
|
Button Load document (2) | The Load document modal window opens as soon as you click on it |
Dropdown list Columns (3) |
|
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:
|
Smart Search tab table description
- The maximum length of entries is not limited by the field size (~58 characters)
- Characters that do not fit into the field size are hidden behind an ellipsis
- When hovering the cursor, a tooltip with hidden text is displayed
- If the text does not fit in the tooltip, a scroll element is added to the tooltip.
- Files/documents in the table are arranged by download date
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:
|
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.
Обзор
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