AI Knowledge Assistant - Chat with your Documents!

The AI Knowledge Assistant transforms your uploaded documents and webpages into interactive conversations. Whether you're exploring team policies, helping a customer, or researching internal content,
This assistant gives you clear, fast answers based on your knowledge base.

Getting Started with AI Knowledge Assistant

If the feature is already enabled for your account, you’re ready!

✅ Access the Assistant

• Head to the left sidebar, click on AI Hub, and then choose AI Knowledge Assistant.
  
  
• Press on "New Chat".
  
  

The "AI Knowledge Assistant" button is clickable once documents or web pages are added, and appears dimmed with a tooltip if no content is available.

 
Smart Sessions: Organize Your Conversations

🔹 First-Time Users:

You’ll start your first chat by selecting one or more documents. This helps you understand what the Assistant can do and how to use it effectively.

🔄 Returning Users:

You’ll land on the chat session screen, where all your previous sessions are listed. Each session includes:

• Name (e.g., Chat 1, Chat 2)
  
  
• Last interaction time
  
  
• Last message preview
  
  
• Linked document summary (compact view with ellipsis or “more” option for long names)
  
  

🆕 Start a New Session

Click on “New Chat” at any time to begin a new conversation.

You’ll be prompted to select the files or webpages you'd like the AI to reference. You can pick:

• Individual documents/webpages
  
  
• Or click “All Resources” to select everything you have already uploaded.
  
  
  
  

Each session is automatically given a unique name (e.g., Chat 3), but you can rename it anytime. You can also delete sessions you no longer need.

💬 Chat with Your Knowledge

Once inside a session, you can start chatting with your AI Assistant. It responds intelligently using only the documents you've selected.

Chat Features:

• Real-time Q&A with loader animation while the bot thinks
  
  
• Time-stamped messages for easy tracking
  
  
• Source links for every answer (clickable!)
  
  
• Copy the button to reuse the AI’s response anywhere.
  
  
• Rate the responses User can rate the answers given by the assistant, so we can improve them more and more.

🛠️ Manage Your Sessions

You’re in full control of your conversations:

• Rename sessions for easy organization
  
  
• Delete old sessions with a confirmation prompt
  Deleting a session removes all associated messages permanently.
  
  

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Part 1: Navigation & Token Usage Overview

🔍 Top Navigation

• Tabs (AI Knowledge Assistant & Dashboard)
  Allow users to switch between the main sections, accessing the assistant itself or viewing performance analytics via the Dashboard.

🧮 Plan Token Summary

• Plan Token Limit
  Displays the total token allowance available for your subscription (e.g., 10,000 tokens).

• Tokens Left
  Shows the remaining number of tokens, helping teams manage consumption effectively.

📅 Monthly Sessions & Token Usage

• Total Sessions
  Indicates the total number of chat sessions that took place (e.g., 50,200 sessions).

• Consumed Tokens
  Displays the number of tokens used within the selected time period (e.g., 700 tokens).

• Month Filter Dropdown
  Let users filter the session and token usage data by a specific month for more granular insights.

📈 Agents Analytics

• Description
  Provides key performance metrics for each agent to help monitor productivity and improve workflow efficiency.

• Search Bar
  Allows users to quickly find specific agents by entering a name.

• Export as CSV Button
  Enables exporting the displayed performance data for offline analysis, reporting, or sharing.

• Month Filter Dropdown
  Let users filter agent performance data by a specific month to focus on relevant time frames.

Part 2: Agent Usage Overview:

📋 Agents Table

• Agent Name Column
  Lists the names of individual AI agents or users being tracked.

• Total Chats
  Displays the total number of conversations handled by each agent.

• Consumed Tokens
  Shows the amount of tokens used by each agent during interactions.

📑 Pagination Controls

• Navigation Arrows & Page Numbers
  Allow users to browse through multiple pages of agent data easily.

• Results Per Page Selector
  Let users customize how many rows of agent data appear on each page for a more tailored view.

❓ FAQs

Q1: How do I create a new chat session?
Click “New Chat” and choose the documents or pages you'd like the Assistant to reference.

Q2: Can I rename or delete my chat sessions?
Yes. Simply click the rename icon or trash icon on any session card to update or remove it.

Q3: How do I switch between different chat sessions?
Use the session list on the left to jump between conversations instantly.

💡 Why Use the AI Knowledge Assistant?

• Chat with your content instead of digging through folders
• Personalized sessions per document set
• Smart search with contextual accuracy
  
• Built-in organization for multi-topic use cases
• Rich metrics for system admins and usage insights