Chat

Chat lets you have conversations with an AI that has access to your knowledge base. Use it to test how well your documents answer questions.

Why Use Chat?

• Test knowledge - Verify documents answer common questions
• Find gaps - Discover missing information
• Preview AI responses - See how AI Agents might respond
• Train your team - Quick access to company knowledge

Starting a Conversation

1. Go to Knowledge Bases > Chat
2. Click New Conversation
3. Type your question
4. Press Enter or click Send

The AI searches your knowledge base and responds using relevant documents.

Conversation Management

Previous Conversations

All conversations are saved in the sidebar. Click any conversation to continue it.

Delete Conversation

1. Hover over conversation in sidebar
2. Click delete icon
3. Confirm deletion

Chat Filters

Control what knowledge the AI can access:

• Tags - Limit to documents with specific tags
• Folders - Use documents from specific folders
• Documents - Restrict to specific files

Chat Settings

Max Chunks

How many document segments to retrieve (1-20). More chunks provide more context but may slow responses.

Min Score

Minimum relevance score for retrieved chunks (0.0-1.0). Higher values mean stricter relevance filtering.

Temperature

Controls response creativity (0.0-1.0):

• 0.0-0.3 - More factual, deterministic
• 0.4-0.7 - Balanced (recommended)
• 0.8-1.0 - More creative, varied

Understanding Responses

The AI:

1. Searches your knowledge base for relevant chunks
2. Uses those chunks as context
3. Generates a response based on the context
4. Cites sources when possible

If the AI can't find relevant information, it will indicate that the answer isn't in the knowledge base.

Best Practices

• Ask like a customer - Use questions your leads might ask
• Test edge cases - Try questions that might stump the AI
• Verify accuracy - Check responses against source documents
• Iterate - If responses are poor, improve your documents