Using Your Assistants
Once your vendor, Knowledge Stores, and data ingestion processes are configured, you can begin interacting with assistants. Assistants provide a conversational interface for exploring data, retrieving relevant information, and generating insights based on the Knowledge Stores they are connected to.
You can use system-provided assistants that are available by default or create custom assistants tailored to your organization’s domain. Each assistant has access only to the Knowledge Stores it is configured to use.
Custom Assistants
To interact with a custom assistant:
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Open the Research Assistant tab.
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Click New Chat.
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Select the assistant you want to use from the available list.
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Enter your question in natural language.
Assistants respond using the Knowledge Stores associated with them. Responses may include explanations, summaries, or references to underlying documents, depending on the data available.
Each chat session maintains contextual memory within that session only. Conversations can be saved for later reference.
SQL Assistant
The SQL Assistant is designed specifically for working with structured data. It helps translate natural language questions into SQL queries and allows you to refine or explore those queries interactively.
To use the SQL Assistant:
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Open a new SQL Editor tab.
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Click the + new tab icon.
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Select the assistant you would like to use.
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On the left side of the page, enter a question about your structured data.
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Review the generated SQL query and execute it as needed.
Each SQL Assistant tab maintains its own session context. Context and history are preserved within a tab, but not shared across different tabs.
You can keep multiple SQL Assistant tabs open to work on different queries simultaneously.
