Lite Mode end user guide

Owned by Yoav Crombie
Last updated: Dec 12, 2024 by Agat Support
5 min read

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

It contains the list of chats that the admin has configured for the user based on group membership.

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.

Once you start a chat, you will see it in the History and can continue that conversation from there.

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.

You will see an add file icon if the chat was not configured with a data source.

The idea of a chat without data sources is to take advantage of pre-configured instructions. For example, an admin can create a meeting summary chat with all the instructions on how to create the summary, but it will work only after the user uploads the transcript.

You can always use the public chat to ask a question on a file.

 

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

image-20241208-112059.png

Support - Embedded and LiteMode sharing

  1. An Embedded chatbot is a chat that anyone can use without the need to authenticate.
    Typical use cases include a public website for customer support/sales or an internal website for employee HR.

  2. A LiteMode chatbot is a chat that requires authentication and is only relevant for internal employees. Permissions typically restrict the chat sources. The LiteMode chats are available only on the BusinessGPT site or mobile app.

image-20241208-112555.png

  • The admin selects the Light Mode, clicks "Next," and now needs to fill in the following fields:

  1. Chatbot Title - By default, it's the name of the content, this will be the name of the chat that the light mode user will see

  2. Chatbot Description - By default it’s “How can I help you?“, The admin can edit the description as he likes

  3. Pre-build Instruction (Optional) - Instructions for the chatbot on how to answer the question or a suggestion for the user on what to ask

  4. Data Source - Determines whether the chatbot should provide responses based solely on private knowledge or include information from public sources as well

  5. Groups (Optional) - The admin can enable chat access for specific groups only

  • 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

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

 

 

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

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

Editing an Instruction

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

  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

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

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.

  • In this example, the user uploaded a transcript file for which he wants insights from the chatbot

  • The user receives a response from the chatbot as directed by the Plan