1. Introduction

The Knowledge Base Chat is a built-in conversational interface that allows you to query the documents and web content stored in your Knowledge Base using natural language. It uses retrieval-augmented generation (RAG) to find relevant information and produce AI-generated responses.

Who is this guide for? Users who have created a Knowledge Base with linked sources and want to retrieve information from their documents through conversational queries.

2. Prerequisites

Before you begin:

• A Knowledge Base must be created with at least one linked source in ACTIVE status (see Create a Knowledge Base and Manage Sources).

3. Accessing Knowledge Base Chat

1. Navigate to Data Hub → Dataset Manager → Knowledge Base.
2. Click on the Knowledge Base you want to query.
3. The Knowledge Base Chat panel appears on the right side of the screen.

4. Using the Chat Interface

4.1 Starting a Conversation

1. Click the text area at the bottom of the chat panel that reads "Ask a question or make a request...".
2. Type your question in natural language. For example:
   • "What skills does Dinesh Kumar have?"
   • "Summarize the key points of the uploaded document."
   • "What are the qualifications listed in the resumes?"
3. Press Enter or click the Send button (arrow icon) to submit your query.

4.2 Understanding Responses

The AI will:

1. Search through all ACTIVE sources linked to the Knowledge Base.
2. Retrieve the most relevant records (chunks) that match your query.
3. Generate a natural language response based on the retrieved information.

Responses are grounded in the actual content of your documents, making them reliable for fact-based queries.

4.3 Managing Chat Sessions

• Create a New Session: Click the + New Session button at the top of the chat panel to start a fresh conversation. Previous sessions are preserved for reference.
• Session History: Use the search icon next to the session list to find past conversations.
• Session Options: Click the three-dot menu (⋯) next to a session to access additional options:
  • Star: Mark a session as a favorite for quick access.
  • Delete: Remove a session from the history.

5. Tips for Effective Queries

6. Example Queries

Here are examples of the types of questions you can ask, depending on your Knowledge Base content:

7. Troubleshooting

Common Issues and Solutions

Problem: Chat Returns Irrelevant or Empty Responses

Cause: The query may not match any content in the linked sources, or the sources may not be fully processed. Solution:

1. Verify that your sources show ACTIVE status in the Source tab.
2. Ensure the documents actually contain the information you're querying.
3. Try rephrasing the question with different keywords.

Problem: Chat Is Not Responding

Cause: Network issues or the AI service may be temporarily unavailable. Solution:

1. Refresh the page and try again.
2. Click + New Session to create a fresh conversation.

Problem: Responses Don't Reference Recently Added Sources

Cause: The new source may still be processing. Solution: Check the Source tab to confirm the source status is ACTIVE. If it's still processing, wait until processing completes.

8. FAQ