Configuring the Generate Application

Administrative Features 

Administrator credentials are provided with additional Authentication and User Access tabs. Within these tabs, access to available applications can be granted on both a User Group and individual User level. 

Adding Users

To add more users please follow the following steps:

Step 1: Navigate to the "Authentication" tab and select "Add New" CTA at the top right-hand corner:

Step 2: Download the Template for the File Based Authentication Method:

Step 3: After downloading the Template, you can add additional users by adding the user entries to the Template file:

Step 4: After creating your list, save the template as an XLSX or CSV and upload it to the Authentication tab:

Step 5: After clicking Save, you will arrive at the User Access page:

You can restrict access via "Username" or "User Group" defined in your uploaded file as shown below:

Step 6: Your user roles have now been set up, and the respective credentials/user group will see its permitted applications. 

Document Upload & Deletion

Administrators will see the additional settings option within the Profile Dropdown Menu in the top right-hand corner. 

Both Service Pilot and Document Search have their own respective configuration steps. 

The core feature of Generate is the RAG framework that allows for the capability to upload folders and documents. Both Service Pilot and Document Search retain their own unique vector database, and documents must be uploaded to both. You can add, view, and remove documents through the Manage Documents screen:

Document Restriction

Documents can be restricted per user group. When the associated user logs into the environment, they will only see the documents they have access to:

Example user view with restricted documents and applications:

LLM Configuration & Selection

Administrators are able to select the available LLMs that they and their users are able to utilize. Choosing GPT4 or GPT3.5 will expose an additional input box for the OpenAI API key. 

System prompts can be configured on step 2 of the Document Search Settings to apply additional rules to generations:

Core Features 

Document Search General Q&A

General queries can be posed in the main chat window. Following a RAG framework, input queries will locate the most relevant documents and generate responses based on the data within those documents:

Document Search Source Summary

Clicking on the "Summarize" option within the source list will allow for direct source summaries:

Document Search Direct Source Q&A

Clicking on the "Ask Question" option within the source list will open a modal to allow for direct source Q&A functionality:

Service Pilot Email Summaries and Suggested Response

Service Pilot will provide email summaries and suggested responses for incoming emails. The Suggested Reply is also employing a RAG approach to locate relevant documents to answer the input email. If relevant documents are not provided, the LLM will provide an answer based on its own existing knowledge. 

Changing LLMs

Clicking on the box will reveal a dropdown menu of available LLMs. The available LLMs are ones the Administrator has enabled during the Configuration step.