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What are SmartChats?

A SmartChat™ is a focused, context-specific dialoge that occur within your Storytell Collections. They enable you to:

  • Ask questions about your content
  • Gain insights from your curated information
  • Analyze and explore your data

Locating Your SmartChats™

SmartChats™ are organized within Collections and can be accessed in multiple ways. Here’s how to locate them:

Within Collections

1

Navigate to your Collection

From the Dashboard select a Collection.

2

Click on the the Chat History tab

Within the Collection, click on the Chat History tab.

3

View your SmartChats™

In the Chat History tab, you’ll see a list of all existing SmartChats™ for that Collection.

Accessing SmartChats™ from a Collection

Using the Sidebar

For quick access to your most recent conversations across all Collections:

1

Open the sidebar

Look for the sidebar on the left side of your screen.

2

Scroll to Recent chats

n the sidebar, scroll down past the Collections section until you see the ‘Recent chats’ heading.

3

View recent SmartChats™

Under ‘Recent chats’, you’ll see a list of your most recent SmartChats™, sorted by activity. Each chat is displayed with its title and the associated Collection.

4

Select a chat

Click on any chat title to open and continue that conversation.

Accessing Recent SmartChats™ from the sidebar

Working with SmartChats™ in Collections

The Chat History tab in each Collection allows you to:

  • View existing SmartChats™: Browse through all the SmartChats™ created within that Collection.
  • Create new SmartChats™: Start new conversations specific to the Collection’s context and content.

Remember that SmartChats™ are Collection-specific. This organization helps you keep your conversations focused and relevant to the content within each Collection.

Managing SmartChats™

Creating a SmartChat™

SmartChats™ are always created within a specific Collection and can be created in various ways, depending on your starting point and needs. Here’s how you can start a new SmartChat™:

There are two ways to create a SmartChat™ within a Collection:

  1. Using the New SmartChat™ button:
1

Navigate

Go to the desired Collection
2

Access Chats

Click on the Chat History tab
3

Create

Click on New SmartChat™

Creating a SmartChat™ within a Collection

  1. Using the prompt input box:
1

Navigate

Go to the desired Collection
2

Type

Enter your prompt in the prompt input box
3

Send

Hit send or press Enter

Creating a SmartChat™ within a Collection using the prompt input box

When you use the prompt input box method, a new SmartChat™ will be created in the Collection you’re currently in as soon as you send your prompt.

When using the Home Page, Mad Libs-style prompts, or Use Case Categories methods, SmartChats™ are created in your Personal Collection by default.

Deleting SmartChats™

The ability to delete SmartChats™ is coming soon! This feature will allow you to manage your SmartChats™ more effectively by removing outdated or unnecessary conversations.

Organizing Your SmartChats™

Currently, SmartChats™ are automatically named based on the content of your conversation. They are organized within their respective Collections, making it easy to find SmartChats™ related to specific topics or projects.

To keep your SmartChats™ organized, consider creating separate Collections for different projects or subject areas.

Chat with your files

1

Open a Collection

Navigate to the Collection containing the assets you want to chat about.

2

Start a New Chat

Click on the New Chat or Start SmartChat™ button within the Collection.

3

Select Knowledge Preference

Choose your preferred knowledge source for the chat:

Collection Only

Uses only the assets in your current Collection

Dynamic

Combines your Collection assets with general knowledge

Public Knowledge

Relies solely on general knowledge, not your Collection assets

4

Ask Questions

Type your questions or prompts related to the files in your Collection.

Chat with your assets

Understanding Knowledge Preferences

When you start a SmartChat™, you’ll notice three options at the top of the chat input bar. These allow you to control the knowledge sources used to answer your questions:

  1. Collection Only: SmartChat™ will exclusively use the assets in your current Collection to generate answers. This is ideal when you want responses based solely on your specific documents.

  2. Dynamic: SmartChat™ will primarily use your Collection assets but may supplement answers with general knowledge when beneficial. It’s great for comprehensive responses that leverage both your specific content and broader context.

  3. Public Knowledge: In this mode, SmartChat™ relies entirely on its general knowledge base, without referencing your Collection assets. This is useful when you want to explore topics beyond the scope of your uploaded documents.

You can switch between these options at any time during your chat to tailor the responses to your current needs.

Want to dive deeper into how these knowledge preferences work and how they can enhance your SmartChat™ experience? Check out our detailed guide on knowledge sources.

Understanding Assets in Your SmartChat™ Thread

Within the SmartChat™ window, you can easily view the assets you are discussing or have in scope.

  1. Locate the Assets in Scope button
    • In the upper right corner of the SmartChat™ window, you’ll find the “Assets in Scope” button.
  2. View Your Assets
    • Clicking this button will open a panel displaying the number of assets in scope along with their details. This gives you clear visibility of the files you’re currently chatting about.
  3. Add More Assets
    • From this panel, you can also add additional assets to your SmartChat™ thread, enhancing the conversation further.

Effective Prompting

Crafting Effective Prompts

Well-structured and clear prompts lead to better outcomes in your interactions with Storytell.

Prompt Databases

Explore our prompt databases for a wide range of use cases:

Writing Your Own Prompts

Example Prompts

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