3Chat Agent Knowledge Base Feature User Manual

General
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3Chat Agent Knowledge Base Feature User Manual

1. Feature Overview

The 3Chat Agent Knowledge Base feature allows you to upload various file formats to the system and perform intelligent retrieval using specified search modes and configurations. You can customize language settings, filter content, and set the number of retrieval results to optimize the accuracy and relevance of search results.

Through efficient knowledge base management, you can ensure that the agent has access to accurate and up-to-date information, enhancing customer support efficiency and response quality.

2. Quick Operation Guide

2.1 Accessing the Feature Page

  1. Log in to the 3Chat Agent Management Backend.

  2. In the navigation bar, select Knowledge Base → Knowledge Content to access the knowledge base management page.

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2.2 Adding Knowledge Base

When you first enter the knowledge base page, it will be empty. Click the “Add” button in the top right corner of the knowledge list to upload your first knowledge document.

2.3 Uploading Files

  1. On the knowledge base page, click the “Add” button to open the file upload dialog.

  2. Click to upload or drag your desired file. Supported file formats include:

  • TXT、Markdown、CSV、JSON、DOCX、XLSX、XLS、PDF、HTML
  1. When uploading, you can click “Show Advanced Settings” to make the following custom configurations:

Advanced Settings:

  • Specify Language: Choose the language of the file content to ensure the correct language model is used in subsequent searches. Supports multiple languages.

  • Replace Spaces, Newlines, and Tabs: Choose whether to automatically replace spaces, newlines, and tabs in the file for better compatibility with search engines.

  • Delete URLs and Emails: Enable this feature to automatically remove URLs and email addresses from the file to prevent leakage of sensitive information.

  • Custom Segment Markers: Set segment markers based on file content for more accurate content retrieval.

  • Search Mode: Choose the search method (semantic search, full-text search, or hybrid search) to optimize result matching.

  • earch) to optimize result matching.

    • Semantic Search: Queries based on semantic understanding, focusing on the meaning behind the query.

    • Full-Text Search: Matches query terms literally, relying on the accuracy of input.

    • Hybrid Search: Combines semantic and full-text search for a balance of understanding and precision.

  • Reordering: Decide whether to reorder the retrieved items to ensure the most relevant answers appear first.

  • Recall Count Settings: Set the maximum number of results to be retrieved during each query (range: 5-20)

Recall Count Explanation:

  • More Recall
    :check_mark: Advantages: Wider coverage, higher flexibility
    :cross_mark: Disadvantages: Redundant information, complex sorting, system load

  • Fewer Recall
    :check_mark: Advantages: Higher precision, faster response
    :cross_mark: Disadvantages: Insufficient coverage, possible key information missing

Summary: Recall count should balance comprehensiveness and precision.

2.4 List Management

In the knowledge base page, you can manage the list of knowledge content parsed from uploaded files:

  1. Filtering:

Filter by knowledge name, file type, parsing status, creation time, update time, etc.

  • Knowledge Name: The name of the uploaded file (unique).

  • File Type: Supported formats include DOCX, XLSX, MDX, TXT, Markdown, PDF, CSV, HTML, XLS, and unknown.

  • Parsing Status: Parsing, Queued, Uploading, Completed.

  • Creation Time: Filter by date range (maximum 1 month).

  • Update Time: Filter by date range (maximum 1 month).

  • Operations: Perform actions such as editing.

  1. Refresh: Click the “Refresh” button to update the knowledge list, ensuring you view the latest data.

  2. Bulk Deletion:

  • Perform bulk deletion for the current page’s knowledge content.

  • Click “Clear” to cancel bulk deletion.

  1. Add View:
    Create different views based on conditions to precisely display files.

    Click the “+” at the top of the list to add a view.

3. Frequently Asked Questions (FAQ)

  1. Which file formats are supported for upload?
  • TXT、Markdown、PDF、HTML、XLSX、DOCX、CSV、JSON 等。
  1. How to choose the right search mode?

  • Semantic Search: Focuses on content meaning.

  • Full-Text Search: Matches the exact query text.

  • Hybrid Search: Balances understanding and precision.

  1. What is the Recall Count setting?
  • It determines the number of results returned in a query. You need to balance between “comprehensiveness” and “precision.”
  1. How to ensure that uploaded files are correctly understood?

  • Select the correct language during upload.

  • Enable options for replacing spaces, deleting URLs/emails, etc.

4.Conclusion

The 3Chat Agent Knowledge Base feature provides an efficient and flexible way to manage and query your enterprise’s knowledge content.
With file uploads, custom configurations, and flexible search modes, you can maximize the accuracy and efficiency of your search results.

If you have any questions or suggestions, feel free to contact us. We will continue to provide support and improvements!