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Chat with Files in Collections

1

Open Target Collection

Navigate to the Collection containing your files.
2

Initiate SmartChat™

Click New SmartChat™ or use the prompt box.
3

Set Knowledge Preference

Choose your preferred knowledge source for the chat:Collection Only | Collection + Public Knowledge | Public Knowledge
4

Ask Questions

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

Chat with your assets

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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:
  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.
  • Uses only your uploaded files
  • No external knowledge
  • Ideal for proprietary research
  1. 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
  1. 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.

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Managing Assets in Scope

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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.

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SmartChat™ Structure

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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

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Response Breakdown

Each SmartChat™ response is structured for clarity:
  • Reasoning - Explains the methodology used to construct the response, outlining key themes,sources, andhow information was evaluated and prioritized. This transparency allows you to understand not just what the Storytell knows, but how it reached its conclusions.
  • Limitations - Highlights and identifies potential gaps, uncertainties, or biases in the response. This honest acknowledgment of constraints builds credibility by avoiding overconfidence and recognizing the boundaries of AI knowledge.
  • Answer - Storytell’s full answer to your prompt.
  • To Consider - Offers follow-up discussion points, deeper exploration ideas, or alternative perspectives. This human-centered approach ensures AI remains a tool for extending your thinking rather than replacing it.
By default, only Answer is not collapsed.
Need better results? Master prompt crafting →