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Document Search: How do I Set Up and Use the Document Search Skill

Document Search is a skill that enables tenant admins to upload documents, which allows the document to be queried by the user and, if required, downloaded.

This article shows you how to create and manage your document search skill within Tenjin using a step-by-step guide, it covers the following topics:

Adding the Document Search Skill

  1. Click the ellipsis (three dots) button, top right on your screen followed by Add Skill.
  2. Click Add Document Search Skill from the list of skills displayed.
  3. Once created select the skill to view.

Adding a New Document

  1. Click Add to add a new document.
  2. Select the document you wish to upload. Click OK to save.
  3. View the status to see if it has been successfully indexed.

How to upload multiple files

  1. Click the + Add button on the top left of your screen.
  2. Click the Choose files button and navigate to the files you wish to upload
  3. Select the files you wish to upload (these files will be uploaded in batches)
  4. Click the open / Upload button to confirm. 

Deleting a Document

  1. Click the ellipsis (three dots) button, and select Delete.

How to find a document

Several different filters / search mechanisms exist to help find your document. These included:

  • Filename search.
  • File type filter.
  • Status filter.
  • Column sorting, covering:
    • File type.
    • Filename.
    • Status.
    • Created date.
    • File size.

How to Replace a document

  1. Click the ellipsis (three dots) button, on the far right of the screen against the document you wish to replace.
  2. Click Replace Document from the drop-down list 
  3. Choose the replacement document locally. 
  4. Click OK to save.

Downloading the file

  1. Click the ellipsis (three dots) button, and select Download.

How to download all documents

  1. Click the More button on the top right of the screen.
  2. Click the Download all documents button.
  3. Click the Download button to confirm. 

Editing a Document's Additional Information

  1. Click on Edit to make modifications to the information about this document.
  2. Source URL and description fields are available.
  3. Click Add to enter keywords for this document.
  4. Click OK to save.

How to test your document search skill

  1. Click the Test button on the top right of the screen.
  2. Enter a line of text or phrase you wish to see the type of results that will be returned.
  3. Standard search is set by default, click the Vector search (document chunk searching) button to do a vector search.
  4. Click Query to run the test. 

Rebuilding an Index (Search Data)

You should never need to do this, but the option is there if you think there is a problem with the search results.

  1. Click the ellipsis (three dots) more button at the top right of your screen, and select Run Indexer.
  2. Confirm your choice and click OK.

Deleting your Document Search Skill

  1. Click the ellipsis (three dots) button, select Delete.
  2. Confirm your choice and click OK.

Testing your Document Search Skill

Once you have configured your assistant and prepared its conversation flow with the required document search flow actions, you can test your uploaded documents.

  1. From your assistant page, click Test Assistant button.

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