How to use Knowledge

This section explains how to use the Knowledge screen.
To use the knowledge feature, you need user authority of 'AI user'. For instructions on how to configure user authority, please refer to Set the user information. .

Knowledge management screen

You can open the Knowledge management screen by clicking the 'Knowledge management' button on the Generative AI settings screen.
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This is the screen for managing the Knowledge used in the 'Make a request to the AI' action.
You can create/delete Knowledge and data sources, and execute data import.
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[1] Create new knowledge
This button is for creating a new Knowledge.
The created Knowledge will be available for selection in the 'Make a request to the AI' action. For instructions on how to create knowledge, please refer to Create new knowledge.
[2] Add data source
This button is for adding a data source to the Knowledge.
The added data source will be displayed in the data source list on the Knowledge management screen (right side of the knowledge list, in the blue frame in the figure above). For instructions on how to add a data source, please refer to Add a data source.
If you want to execute the 'Make a request to the AI' action with the latest Knowledge information, please synchronize the knowledge.
[3] Data import
Import data into Knowledge from the table specified as the data source.
There are two types of data import: 'Incremental import' and 'Full import'.
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[1] Incremental import
Only import data that has been added or updated since the last time.
[2] Full import
Import all current data.
By importing data into Knowledge, the output result can be generated based on the latest Knowledge information when executing the 'Make a request to the AI' action including knowledge in the request content.
Import the data in advance to execute the action with the latest Knowledge information, if there is a change in the data source registered in the knowledge or the original data (table) of the data source.
[4] Delete knowledge
This button is for deleting the Knowledge.
All data sources registered in the Knowledge will be deleted and will no longer be available for use in the 'Make a request to the AI' action. Please note that it cannot be restored, once deleted. This operation does not delete the data in the original table.
[5] Delete data source
This icon is for deleting the data source registered in the Knowledge.
Delete the data source on a table-by-table basis. Please perform data import if you want to execute the 'Make a request to the AI' action with the latest knowledge information, after deletion. This operation does not delete the data in the original table.

Create new Knowledge

  1. Click the '+New Knowledge' button on the Knowledge management screen.

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  2. Enter the required items and click 'Create knowledge'.

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    [1] Name (Required)
    Specify the Knowledge name. You cannot specify the name of an existing Knowledge.
    [2] Overview (Required)
    Specify the overview of the data source to be registered in the Knowledge.

Add a data source

  1. Click the 'Add data source' button on the Knowledge management screen.

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  2. Click the 'Select table' button on the data source addition screen.

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  3. Select the table to serve as the data import source.

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    Attention

    An error will occur if you select the following tables.

    • sys tables
    • Tables that do not contain a string type column
  4. Select the target column for search. (Multiple selections possible)
    Select the columns to register in the knowledge from the list box.
    When searching for data necessary to carry out a request based on the request content, the data in the columns selected here will be the search target. Note that you are not selecting the columns to be targeted for knowledge data import.
    Since data from all columns of the table is imported during data import, data from columns not specified here will also be used to carry out the request.
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    See also

    Only string type columns can be selected.
    When the Generative AI generates an answer, it performs a fuzzy search including the information in the search target columns.
    With the fuzzy search, you may not get the expected answer even for string types, if you target strings such as product numbers or codes.

  5. Click the 'Add data source' button.

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