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The Lite Mode page is the BusinessGPT interface for the end user.

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The Lite Mode has company chats connected to your company data source and a public chat to ask questions that do not need company data sources.

Company Chats and History

The company chats are pre-build chats configured with company data sources and instructions.

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The list of Company chats is considered as template to start a chat, and the history is your specific questions

Adding files to a chat

Company chats are configured to answer questions about company data sources. These sources can include documents, emails, SharePoint, Confluence, sites, and more.

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You can’t add files to a chat that was defined to give answers on specific data sources.

Creating a shared chat for Lite Mode

  • Creating shared chat from content pages and collection page

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  • In the example above, the user chose to leave the title and description unchanged. He added “Technical Support Assistant“ instructions for the chatbot on how to respond to questions. Additionally, the user requested that the answers be based solely on private data and that only the QA team would have access to the chat

  • Now the chat has been created, and the light mode user can start using it

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Editing the chat and sharing it as an Embedded Chat

  • Along with creating a chat in light mode, the same chat is also created on the dashboard, featuring two buttons: one for editing the chat and the other for sharing it

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Account Management - Users

  • On this page, the admin decides which users will use Light Mode and which users will have access to the dashboard. Additionally, the admin can grant admin permissions

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Account Management - Instructions

  • On this page, The admin can find all the Pre-build Instructions for the dashboard. He can edit them and add new instructions

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Editing an Instruction

  • In the following example, the Admin edited the “Customer Support“ Instructions:

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  1. He changed the Accessor Type to “User” and typed in Jim’s email address, Now the “Customer support“ instructions will be visible only to Jim.

  2. He changed the Content Type to “Document“, Now it will be possible to add instructions only to chats based on a document.

Plans

The admin can group multiple instructions into a plan. In order to do this, the admin must navigate to the Instructions page, select instructions, and click on "ADD TO PLAN."

Note: Only question instructions can be added to a plan

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  • The plan has now been created, and additional instructions can be added to it continuously

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Using the plan

  • It is possible to use the plan both in dashboard and Lite mode. The user simply clicks on the instructions icon and selects the desired plan.

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