Plans supporting the use of AI assistive search
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The Ask Eddy AI feature is available on your home page and the Knowledge base site's search bar. This AI assistant provides more contextual answers to reader queries and prompts. This helps the user avoid having to search and read through multiple articles. Instead, it provides answers from your existing Knowledge base.
NOTE
By default, Eddy AI assistive search retrieves answers from the main workspace. To access information from a different workspace or across all workspaces, switch to the desired workspace using the filter on your knowledge base site.
After updating content in the published article, Eddy AI assistive search will take approximately 15 minutes to fetch the updated information in the knowledge base site.
To know more about the languages supported by Eddy AI, click here.
The Ask Eddy AI will extract all information in your knowledge base, including the textual content, code blocks, tables, content reuse elements, and LaTeX.
Enable Ask Eddy AI for your Knowledge base site
Navigate to Settings () > AI features > Eddy AI in the Knowledge base portal.
Turn on the AI assistive search toggle.
The AI assistant Eddy AI now starts indexing your Knowledge base content and this process takes a while. Once done, the Ask Eddy AI button will be available on your Knowledge base site search bar and the Home page.
The KB site checkbox will be the default selection which enables Eddy AI for searches on the Knowledge base site.
The KB widgets & extensions checkbox enables Eddy AI for widgets and third-party tool integrations with Document360.
The Public API checkbox activates Eddy AI for all API endpoints using a single API token.
Accessing Ask Eddy AI
For your information
The Conversational Eddy AI enhancement is available exclusively in KB site 2.0. To explore KB site 2.0 without impacting your existing Knowledge base, go to Settings () > Customize site. For more details, read the article on KB site 2.0 migration.
Click on the Search bar or press
Ctrl + Kon the Knowledge base site.Start typing the keyword, and the general search results will appear.
NOTE
If Ask Eddy AI is not enabled in the Knowledge base portal, only the search bar will be available in the Knowledge base site.
Hit Enter and Ask Eddy AI will generate results along with the source articles.
Click the Copy () icon to copy the generated content if needed.
Provide feedback by clicking the Like () or Dislike () icon for the generated result.
Click Source articles to refer to the articles based on which the Eddy AI fetches information.
The source URLs will be listed and numbered in the Source articles section. The same numbers will be used in the AI response to help you identify which parts of the response are fetched from each source article.
Hover over the number to find additional information, such as, if it’s an external source, you can find the title of the web page and a short description of the source article. Click on the number or the Open in a new tab () icon to open the source article in a new tab.
Click on the desired source article, to open the article in a new tab.
Eddy AI will provide answers in the language the question is asked.
Choose the desired workspace or all workspaces from the filter dropdown to fetch results from Eddy AI.
NOTE
If you filter workspaces during an Ask Eddy AI conversation, the generated results will be reset.
Eddy’s response will be contextual and will be based on the last five queries.
After the first query and answer, click the Continue conversation with Eddy AI text field to enter your next query and press Enter or click the Send icon.
Customize the Eddy AI Localization variables
Navigate to Settings () > Localization & Workspaces in the Knowledge base portal.
By default, the Localization & Workspaces tab will appear.
Navigate to the Localization variables tab.
In the Eddy AI accordion, update the variable values according to your desired language.
Integrating Eddy AI in KB Widget with multi-lingual support
You can access Eddy AI within your knowledge base as a widget, in various languages including English (en-US, en-GB), French (fr), Spanish (es), German (de), Norwegian (no), Dutch (nl), Portuguese (pt), Swedish (sv), Italian (it), Korean (ko), Finnish (fi), Polish (pl), Arabic (ar), Hebrew (he), Danish (da), ensuring a seamless user experience.
For more information, read the article on Integrating Eddy AI in KB widget.
Enabling Eddy AI credits notification
You can configure notifications for Ask Eddy AI credit balance. To enable Credit usage alert toggle,
Navigate to Settings () > Knowledge base portal > Notifications.
By default, the Notification channels tab will appear.
Go to the Notification mapping tab.
In Eddy AI notifications accordion, turn on the Credit usage alert toggle.
Once enabled, Document360 will send reminders to the configured notification channels when the credit balance drops to 20%, 10% of the total allotted balance, and when the balance expires.
NOTE
Document360's "Ask Eddy AI" utilizes OpenAI APIs in its backend operations. Data is transmitted to OpenAI through their APIs. OpenAI adheres to a privacy policy that prohibits the use of customer-submitted data via our API for training OpenAI models or enhancing OpenAI's service offerings. Both Document360 and OpenAI comply with GDPR regulations. Additionally, Document360 is SOC 2 compliant.
An extract from the policy states, "OpenAI will not use data submitted by customers via our API to train OpenAI models or improve OpenAI's service offerings."
Read the complete OpenAI API data usage policies.
If you any queries regarding Document360's data policy, please read our Privacy policy.
FAQs
What data or information does Ask Eddy AI collects?
Ask Eddy AI does not collect any Personal Identifiable Information (PII). We collect prompts (questions), Eddy AI's response, citation articles, and feedback; This collected data is available as part of Eddy AI Search Analytics.
What technology does Ask Eddy AI use?
Ask Eddy AI utilizes OpenAI APIs under the hood for its functionality. We send data to OpenAI via their APIs. According to OpenAI's privacy policies, data sent via their APIs will not be used to train their GPT models.
Does Ask Eddy AI use any external source other than our knowledge base?
No, Ask Eddy AI does not use any other sources. It solely relies on your knowledge base content to generate responses. If there is insufficient information or context available in your knowledge base to answer a specific question, Ask Eddy AI will respond with "I do not know."
How do my readers use the AI-powered assistive search feature?
Your Knowledge base site users click the Ask Eddy AI button, and a prompt input popup opens. They can type in any prompt or query to get tailor-made answers.
How does Ask Eddy AI protect your data?
We know that privacy and security is critical for many organizations. We are committed to protecting your organization’s and user’s data and privacy. We use industry-standard security practices, reputable sub processors with SOC 2 compliance, and provide the controls needed for organizations to meet their own data protection requirements.
What does credit mean for Ask Eddy AI?
One credit equals one question (prompt) asked. As part of our standard offering, Ask Eddy AI can be used to ask 1000 questions per month. Please contact our support team or your customer success manager if you wish to purchase additional credits.
How does Ask Eddy AI work on private knowledge base?
Ask Eddy AI utilizes the access controls you have set to generate an appropriate response based on the user's access control and permissions. If a logged-in user lacks access to a specific article but asks a question where the restricted article holds the answer, Ask Eddy AI will respond with "I do not know."
How quickly does Eddy AI's response reflect new content?
After updating an article, it generally takes around 15 minutes for Eddy AI's response to align with the changes if a question is posed regarding the updated content. Similarly, when deleting an article, Eddy AI typically takes about 15 minutes to stop referencing the content from the deleted article.
Does Ask Eddy AI search within attachments?
Currently, Ask Eddy AI does not search within attachments. This means any content within your PDF and Word document which you have attached or embedded within your knowledge base article, is not indexed by Ask Eddy AI. However, we will support this functionality in future release updates.
Does Eddy AI read Excel file data to give answers if I upload a file?
Eddy AI reads information only from the Manage sources section. It will not fetch or read information from files uploaded in the articles.
What happens if I select French as the workspace language but ask questions in English?
If you have selected French as the preferred language for your workspace, the Article Summarizer will read your question and respond in French irrespective of the language of the question. The selected language in the workspace settings determines the language of Eddy AI's responses.
What if I ask a question in a language not available in the project?
In such cases, Eddy AI will not respond through the Assistive search feature. It's essential to ensure that the language used for inquiring aligns with the supported languages.
How do I check my Eddy AI credit balance?
The admin/owner can view the remaining credits for using AI Assistive search feature from Settings () > AI features > Eddy AI .
Document360 will send reminders to the configured notification channels when the credit balance drops to 20%, 10% of the total allotted balance, and when the balance expires.
How can I purchase additional credits for the Eddy AI assistive search?
You can purchase additional credits by navigating Settings () > AI features > Eddy AI, and the Buy more option in the Document360 portal. If you are in trial version, you cannot purchase add-ons.
How do I configure email domain for Eddy AI credit notification?
To receive Eddy AI credit notifications via email, you need to configure your email domain. Go to Settings () > Knowledge base portal > Notifications > Email domain. By default, emails will be sent from support@document360.com if the email domain is not configured.
What are the various notification channels for receiving Eddy AI credit notifications?
You can receive Eddy AI credits notifications in English from various notification channels such as webhook, Microsoft Teams, Slack, and email if you have set up the configuration. For more information of configuring notifications, read the article on Notifications.
How do I configure the desired email address for receiving Eddy AI credit notifications?
After enabling the Eddy AI credits notification toggle, to receive Eddy AI credit notifications, configure your email address in Settings () > Knowledge base portal > Notifications.
In the Notification channels tab, click on New channel and select SMTP.
Click Next.
Enter the channel name and the desired email address to receive notifications.
If required, you can add CC and BCC.
For more information, read the article on SMTP notification channel.
Why is Eddy AI not available in my API documentation?
Eddy AI is available only on the Knowledge base site and is not implemented for API documentation.
Can Eddy AI answer questions that require user login or involve restricted articles?
No, Eddy AI answers questions based on the user’s access control and permissions. If a logged-in user does not have access to a specific article, but they ask a question related to that article, Eddy AI will respond with No results found..
Why is the Ask Eddy AI button greyed out?
The Ask Eddy AI button becomes greyed out or disabled when your Eddy AI credit limit has been reached. To continue using this feature, you will need to renew your credits.