logologo
Get Started
Guide
Development
Plugins
API
English
简体中文
Get Started
Guide
Development
Plugins
API
English
简体中文
logologo
Overview

Quick Start

Configure LLM Service
Create AI Employee
Collaborate with AI Employee

Built-in AI Employees

Overview
Viz: Insight Analyst
Orin: Data Modeling Expert
Dex: Data Organizer
Nathan: Frontend Engineer

Advanced

Block Selection
Data Sources
Skills
Tasks
Web Search
Access Control
File Management

Workflow

LLM Nodes

Text Chat
Multimodal Chat
Structured Output

AI Knowledge Base

Overview
Vector Database
Vector Store
Knowledge Base
RAG

Application Documentation

Scenarios

Viz: CRM Scenario Configuration

Configuration

Admin Configuration
Prompt Engineering Guide
Previous PageBlock Selection
Next PageSkills

#Advanced

#Introduction

In the AI Employee plugin, you can configure data sources and preset some collection queries. These are then sent as application context when conversing with the AI employee, who will answer based on the collection query results.

#Data Source Configuration

Go to the AI Employee plugin configuration page, click the Data source tab to enter the AI employee data source management page.

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Click the Add data source button to enter the data source creation page.

Step 1: Enter basic Collection information:

  • In the Title input box, enter a memorable name for the data source;
  • In the Collection input box, select the data source and collection to use;
  • In the Description input box, enter a description for the data source.
  • In the Limit input box, enter the query limit for the data source to avoid returning too much data that exceeds the AI conversation context.

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Step 2: Select the fields to query:

In the Fields list, check the fields you want to query.

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Step 3: Set query conditions:

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Step 4: Set sorting conditions:

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Finally, before saving the data source, you can preview the data source query results.

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#Sending Data Sources in Conversations

In the AI employee dialog box, click the Add work context button in the lower-left corner, select Data source, and you will see the data source you just added.

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Check the data source you want to send, and the selected data source will be attached to the dialog box.

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After entering your question, just like sending a regular message, click the send button, and the AI employee will reply based on the data source.

The data source will also appear in the message list.

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#Notes

The data source will automatically filter data based on the current user's ACL permissions, showing only the data the user has access to.