Creating assistants
Create your assistants and add content, such as applications and knowledge bases, as data sources.
Creating new assistants
Do the following:
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Go to the Create page of the Analytics activity center and select Assistant.
You can also create assistants from Answer in Analytics or by clicking Create new > Assistant in Catalog.
In a knowledge base, you can also click Create assistant.
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After Name, enter a name for the assistant.
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Optionally, after Description, enter a description for the assistant.
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After Space, select the destination space.
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Optionally, after Tag, enter any tags you want to apply to the knowledge base.
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Click Create.
Managing content
In the Content tab, you can add and remove structured and unstructured data sources for your assistant to use to answer questions.
Managing applications
Each assistant can have one application added as a data source. The assistant can use the structured data within the application to answer questions. Users with the appropriate permissions can also generate sheets for the application.
Adding applications
Do the following:
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In the Content tab, click Add content > Add application.
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Select an application and click Add.
Changing applications
Do the following:
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Click
and select Edit content. -
Select a different application and click Add.
Reloading applications
Do the following:
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Click
and select Reload application.
Managing knowledge bases
Assistants can have a maximum of five knowledge bases. You can manually index knowledge bases from Overview. You can also open knowledge bases in a new tab.
Adding knowledge bases to assistants
Do the following:
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In the Content tab, click Add content > Add knowledge base.
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Select the knowledge bases to add.
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Click Select.
Indexing knowledge bases from assistants
Do the following:
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In the Content tab, click
beside the knowledge base you want to index and then click Index all files.
Removing knowledge bases from assistants
Do the following:
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In the Content tab, click
beside the knowledge base you want to delete and then click Remove. -
Click Remove.
Adding conversation starters
Conversation starters help users understand what they can ask Qlik Answers, enabling them to get the most out of your assistant.
Conversation starters are available at the start of the chat. Selecting a starter asks the assistant that question. Conversation starters allow you to add a curated list of questions available to your assistant's users. These questions help show your users what is possible with your assistant.
You can add a maximum of five conversation starters to your assistant.
Do the following:
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In the Conversation starters tab, click Create conversation starter.
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Under Question, enter a question and press Enter.
Customizing assistant settings
You can customize additional chat settings for your assistant in Settings, including the avatar icon and error message text.
Customizing assistant details
Under Assistant details, you can change the following:
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Name: The assistant name.
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Description: The assistant description.
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Tags: Add or select tags to apply to the assistant.
Customizing chat settings
Under Chat settings, you can modify the following settings:
- Avatar icon: Add a custom avatar icon for the assistant. Images must be PNG files and 1 MB or smaller.
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Welcome message: Add a welcome message to your chat.
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Error messages: Customize the error message text for the following errors:
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Question included prompt injection: This error appears when a question or knowledge file contains language intended to insert additional instructions or rules into the prompt.
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