Chatting with files
Intelligent conversations powered by your content
Chat with Files in Collections
Open Target Collection
Navigate to the Collection containing your files.
Initiate SmartChat™
Click New SmartChat™ or use the prompt box.
Set Knowledge Preference
Choose your preferred knowledge source for the chat:
Collection Only | Collection + Public Knowledge | Public Knowledge
Ask Questions
Type your questions or prompts related to the files in your Collection.
Chat with your assets
Understanding Knowledge Preferences
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.
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:
- 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.
- Uses only your uploaded files
- No external knowledge
- Ideal for proprietary research
- Collection + Public Knowledge: 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.
- Combines Collection files with public data
- Automatically supplements responses
- Best for general analysis
- 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.
- Ignores your Collection files
- Pure web-based knowledge
- Use for market research
You can switch between these options at any time during your chat to tailor the responses to your current needs.
Managing Assets in Scope
Understanding Assets in Your SmartChat™ Thread
Within the SmartChat™ window, you can easily view the assets you are discussing or have in scope.
- Locate the
Assets in Scopebutton- In the upper right corner of the SmartChat™ window, you’ll find the “Assets in Scope” button.
- 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.
- Add More Assets
- From this panel, you can also add additional assets to your SmartChat™ thread.
SmartChat™ Structure
Header Section
The header provides essential metadata and quick actions:
- Chat Title – Displays the topic of the current conversation.
- Settings Icon – Access chat settings.
- Share Button – Share the SmartChat™ to other users.
SmartChat™ Header
Response Breakdown
Each SmartChat™ response is structured for clarity:
- Reasoning - Explains the methodology used to construct the response, outlining key themes and sources.
- Limitations - Highlights potential issues, inconsistencies, missing details, or biases in the response.
- Answer - Storytell’s full answer to your prompt.
- To Consider - Offers follow-up discussion points, deeper exploration ideas, or alternative perspectives.
SmartChat™ Response Breakdown
By default, only Answer is not collapsed.
StoryTiles™
StoryTiles™ provide transparency into the response generation process. They display:
- The source document used.
- A relevance score indicating how closely the source aligns with the query.
- Expandable previews for deeper exploration.
StoryTiles™
Need better results? Master prompt crafting →
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