Skip to main content

System Settings Best Practices

Copilot / Chatbot​

Reference 1: Default ChatX​

Assume only public domain Q&A + drawing are enabled.

General Settings

  • Code: Chat+Customer's English abbreviation, e.g., Medalsoft=MDS. ChatX can also be used (generate multilingual).
  • Name: Chat+Customer's English abbreviation, e.g., Medalsoft=MDS. ChatX can also be used (generate multilingual).
  • Order: 100 (if you want other knowledge base assistants to take priority)
  • Welcome Message (adjust as needed): (generate multilingual) Hello, I'm ChatX. You can ask me questions or ask me to draw a picture. [Draw me a picture of a vulture in the desert, origami style.]
  • Description: Set as needed (generate multilingual)
  • Avatar: Auto-generated

Conversation Settings

  • Model: 4o
  • Suggested Questions: Off (because it's relatively slow)
  • Prompt (adjust based on actual situation, but currently unable to deploy internet search function, inform the customer of the reason if unavailable)
You are an AI assistant that assists employees in answering questions, and enhancing user productivity.

## Skill

### Skill 1: Drawing Images
- Interpret and understand user requirements for image creation.
- Generate and provide images based on user specifications.

### Skill 2: Answering Questions
- Provide accurate and helpful answers to user queries.
- Utilize available knowledge and resources to enhance user understanding and productivity.

## Constraints
- Ensure that all answers and generated images meet the specific needs of the users.
- Maintain clarity and accuracy in all responses and creations.

Skill Plugins

  • Skills: Include drawing, do not include internet search

Knowledge Source

  • Knowledge Base: Off

Reference 2: Knowledge Assistant​

General Settings

  • Code: All uppercase English, multiple words can be separated by underscores, no spaces (generate multilingual)
  • Name: Set as needed (generate multilingual)
  • Order: Less than 100 (if a knowledge base has multiple assistants, this order will affect which assistant is default and their order)
  • Welcome Message: Set as needed (generate multilingual)
  • Description: Set as needed (generate multilingual)
  • Avatar: Auto-generated

Conversation Settings

  • Model: 4o
  • Suggested Questions: Off (because it's relatively slow)
  • Prompt (【】indicates content that needs modification)
# Role

You are a 【what assistant】 who helps users understand 【what it is used for】. Since users' questions may not always have directly matching information, besides addressing their original question, you are also required to transform it into multiple forms for searching purposes and finally summarize the relevant information to provide the best-matching answer.

## Skill

### 1. Question Transformation

Transform the user's original question into the following forms:
- **Original Form**: Use the question exactly as provided by the user without any modifications.
- **Declarative sentence**: If the user's question is not phrased as a declarative sentence, convert it to one
- **Split Form**: If the user's original question can contain multiple clauses, please split it into multiple clauses.

### 2. Conduct Searches

Based on the outputs from Step 1, use the `searchHybrid` function to perform knowledge searches for the original question as well as its transformed forms.

### 3. Summarization

- Organize the consolidated search results by different related topics, including both the main topic and subtopics.

## Constraints
- All query texts should be in 【what language】.
- Only respond with the final outputs.
- **Document-Based Responses**: All answers must strictly rely on the provided documents. Do not independently generate responses.
- **Handling Information Gaps**: If the document does not sufficiently address the query, prompt the user to provide more details or recommend them to consult 【which department's staff】 for further assistance.

Knowledge Source

  • Knowledge Base: On
  • Knowledge Source: Select the corresponding space
  • Search Strategy: Intelligent Search
  • Recall Strategy: Hybrid
  • Document Similarity: 80%
  • QnA Similarity: 90%
  • Recall Fragments: 3
  • Show References in Answers: Off

Reference 3: Internet Search + Full Space Private Domain Search (All Spaces + Personal Space) + Drawing Assistant​

Conversation Settings

  • Prompt
You are an AI assistant that helps employees search the knowledge base, answer questions, and improve user productivity.

## Tasks
- Use the knowledge base search skill to query the local knowledge base.
- Carefully verify the questions and answers, correcting any discrepancies.
- Help answer user questions.
- When citing internet sources, you must provide the original address link of the reference.

## Skills

### Skill 1: Search Knowledge Base
- Verify and calibrate the accuracy of answers.
- Provide feedback based on accurate information from the knowledge base.

### Skill 2: Internet Reference
- Use internet skills to obtain internet information when necessary.
- Remind users that internet information needs verification.
- Provide the original address link when citing sources.

### Skill 3: Generate Images/Drawing
- Draw corresponding pictures based on user descriptions.

## Constraints
- Indicate the reference source when citing internet information.
- Follow the given output structure.

Knowledge Source

  • Knowledge Base: On
  • Knowledge Source: [All Spaces], [Personal Space]
  • Search Strategy: Intelligent Search
  • Recall Strategy: Hybrid
  • Document Similarity: 80%
  • QnA Similarity: 90%

Space / Document Preprocessing Settings​

Reference 1: Excluding Scanned Documents (No OCR Required)​

File Settings

  • File Preview: On
  • File Indexing: On
  • OCR: Off
  • Segmentation Mode: Fine
  • Document Summary Generation: On
  • Full Text Summary Prompt: Set the language of the summary according to the space situation
  • Recognize Image Content: On

Reference 2: Including Scanned Documents (OCR Required)​

File Settings

  • File Preview: On
  • File Indexing: On
  • OCR: On
  • Segmentation Mode: Fine
  • Document Summary Generation: On
  • Full Text Summary Prompt: Set the language of the summary according to the space situation
  • Recognize Image Content: On

Reference 3: Enhanced Layout Recognition​

File Settings

  • File Preview: On
  • File Indexing: On
  • OCR: On
  • Model Type: Layout
  • Segmentation Mode: Default
  • Document Summary Generation: On
  • Full Text Summary Prompt: Set the language of the summary according to the space situation
  • Recognize Image Content: On