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What Chat Can and Can’t Do?

  • Can’t automatically save responses to the Knowledge Base: To save a response to the Answers Library, click the "+" icon next to the generated answer.
  • Can’t automatically save documents to the Knowledge Base: If you draft or generate a document in Chat, you'll need to manually download it and upload it to the Documents Library, filling in any required metadata.
  • Can’t search the web: Chat only works with your Knowledge Base and training data—it does not have access to online information.
  • Can calculate metrics: Chat can handle calculations and analyse data within your Knowledge Base.
  • Decides whether to search the Knowledge Base: By default, Chat chooses whether or not to search your Knowledge Base when responding. If you ask a general question like “What is the capital of France?”, Chat may reply based on its training knowledge instead of searching your documents. To force Chat to always search your Knowledge Base, enable the Search Tool by clicking the Search Icon at the bottom of the Chat screen.
  • Can search parts of the Knowledge Base: You can customise Chat to search only specific sections of your Knowledge Base. Open Settings at the bottom of Chat to choose between the following options:
  • Answers & Documents Library: Use both pre-approved answers and reference documents.Only Documents Library: Limit the AI to only search reports, policies, and other documents.Only Answers Library: Limit the AI to pre-approved answers only.No Context: Use Chat without searching any Knowledge Base content.
    • Answers & Documents Library: Use both pre-approved answers and reference documents.
    • Only Documents Library: Limit the AI to only search reports, policies, and other documents.
    • Only Answers Library: Limit the AI to pre-approved answers only.
    • No Context: Use Chat without searching any Knowledge Base content.
  • Can search within a single document: To narrow down your query to a specific document, simply mention it in your question, e.g., "Search in Annual Report 2023."

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