3Chat Knowledge Base Function User Manual

General
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3Chat Agent Knowledge Base Functionality User Manual

  1. Overview
    The 3Chat Agent Knowledge Base functionality allows you to upload various file formats to the system and perform intelligent retrieval using specified retrieval modes and configurations. You can customize language, filter content, set recall quantities, and more to optimize the accuracy and relevance of query results.
    Through efficient knowledge base management, you can ensure that the agent has accurate and up-to-date knowledge, improving customer support efficiency and response quality.

  2. Quick Operation Guide

2.1 Accessing the Function Page
1.Log into the 3Chat Agent Admin Console.
2.From the navigation bar, select Knowledge Base → Knowledge Content to access the Knowledge Base Management page.

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2.2 Adding Knowledge Base
The Knowledge Base page is empty when you first enter. Click the Add button on the top right of the Knowledge List to add 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 the files you wish to upload. Supported formats include:
TXT, Markdown, CSV, JSON, DOCX, XLSX, XLS, PDF, HTML.
3.When uploading files, you can click Show Advanced Settings to customize the following configurations:

  • Advanced Settings Content

    • Language Selection: Choose the language of the file content to ensure the correct language model is used for subsequent retrieval. Supports multiple languages.

    • Replace Spaces, Newlines, and Tabs: Choose whether to automatically replace spaces, newlines, and tabs in the file to better adapt to the search engine.

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

    • Custom Section Markers: Set section markers according to the file content for more accurate content retrieval.

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

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

      • Full-text Search: Exact word matching based on the query terms, relying on the accuracy of input.

      • Hybrid Search: Combines semantic and full-text search, balancing understanding and precision.

    • Reordering: Decide whether to reorder the returned results to ensure the most relevant answers appear first.

    • Recall Quantity Setting: Set the maximum number of items to recall per query (range: 5-20).

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Recall Quantity Explanation

  • More Recall Items
    :white_check_mark: Advantages: broader coverage, higher flexibility
    :cross_mark: Disadvantages: information redundancy, complex sorting, greater system load

  • Fewer Recall Items
    :white_check_mark: Advantages: higher precision, faster response
    :cross_mark: Disadvantages: insufficient coverage, may miss critical information

Summary: Recall quantity should balance completeness and precision.

4.After completing the settings:

  • Click Confirm to successfully add the file to the knowledge list.

  • Click Cancel to return to the knowledge list page.

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3.Refresh: Click the Refresh button to update the knowledge base list and ensure you see the latest data.

4.Bulk Deletion:

  • Perform bulk deletion of the knowledge content displayed on the current page.
  • Click Clear to cancel bulk deletion.

5.Add View:

Create different views based on your needs by setting conditions to display files accurately.
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, etc.

2.How do I choose the right retrieval mode?

  • Semantic Search → Focus on the meaning of the content.

  • Full-text Search → Exact word match.

  • Hybrid Search → Balances understanding and precision.

  1. What is the recall quantity setting?
    It determines the number of results returned per query and needs to balance “completeness” and “precision.”

  2. How can I ensure uploaded files are understood correctly?

    • Select the correct language during upload.

    • Configure options for space replacement, URL/email removal, etc.

4.Conclusion

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

For any questions or suggestions, please feel free to contact us. We are committed to providing ongoing support and improvements!、