Exo Insights - ExoMind

feature overview exo insights , also referred to as exomind , is a generative ai powered feature that transforms your chatbot from a flow based system into a dynamic, knowledge based assistant instead of manually building a conversational flow for every possible question, you can create a "knowledge base" by uploading documents, websites, and other resources the bot then uses this knowledge base to understand and answer a wide range of free form user queries in a natural, human like manner this feature is designed to handle the "long tail" of user questions that are impractical to cover with individual, pre defined flows by training exomind on your company's support pages, product manuals, policy documents, or faqs, the bot can intelligently search, synthesize, and present relevant information, complete with source links for verification key capabilities of the exo insights module include knowledge base creation train the bot by uploading various document types (pdf, docx, xlsx, txt, etc ) or by providing website urls natural language understanding allows users to ask questions in a conversational, free flow manner without needing to use specific keywords source referencing the bot can provide a direct link to the document or webpage from which it sourced the answer, enhancing user trust priority management assign priorities to different documents to control which source the bot prefers when information overlaps customizable responses adjust settings like "temperature" to control the creativity of the bot's answers and "strictly answer from knowledge sources" to prevent it from responding outside its training data how to use the feature this guide explains how to enable exomind, build its knowledge base, and manage the content it uses to answer user queries enabling and configuring exomind from the main console menu, navigate to settings > solution settings enable the enable pdf searcher toggle from the choose pdf searcher model dropdown, select exomind (beta) configure the additional settings show source link check this box to have the bot include a link to the source document with its answers temperature adjust this slider to control the randomness of responses 0 is very factual and deterministic, while 1 is highly creative a setting around 0 7 is common strictly answer from knowledge sources enable this to prevent the bot from answering questions if it cannot find relevant information in its trained knowledge base click save building the knowledge base navigate to workflow > exomind(beta) this will take you to the knowledge base management page click on add new source choose the type of source you want to add for documents select "upload documents" and drag and drop your files (e g , pdf, docx, txt) for websites select "add web page" and enter the url after adding the sources, they will appear in the table with a status of "not trained " you must select them using the checkbox and click start training the status column will update to "training" and finally "trained" once the process is complete if it shows "training failed," you can hover over the status to see the reason managing sources assign priority you can set a numerical priority for each document when information conflicts, the bot will prefer the source with the lower number (1 being the highest priority) delete select one or more sources and click the delete button to remove them from the knowledge base download/copy for documents, an icon to download the original file is available for web pages, there is an icon to copy link common examples and use cases hr policy bot upload the company's hr handbook, leave policy documents, and benefits guides employees can then ask natural language questions like, "how many days of sick leave do i get per year?" or "what is the company's policy on remote work?" product support assistant train exomind on technical manuals, user guides, and troubleshooting articles customers can then ask questions like, "how do i reset my device to factory settings?" or "my screen is flickering, what should i do?" website content search provide the url of your main website or support section the bot will crawl the content, allowing users to ask questions about anything on the site directly within the chat window best practices & authoring guide this guide outlines how to create, structure, and maintain documents for optimal performance with exomind , our rag based knowledge ai system for chatbots following these standards ensures accurate retrieval, consistent tone, and easy manageability across all uploaded content document structure and formatting main heading should clearly reflect the product or topic (e g , loan, savings account, credit card) sections and subsections divide content into logical sections for easier navigation single page faqs keep each faq on a single page, the answer must not spill over to the next page consistent formatting maintain the same font, header hierarchy, and spacing across all documents avoid multi topic pages each page should cover a single, well defined topic content writing guidelines tone write in a simple, conversational, and customer friendly manner avoid internal or technical jargon remove product specific tags exclude internal terms like “jiffyearn” or “#jiffyearncash” unless necessary for comprehension example ❌ “how to open a jiffyearn or #jiffyearncash time deposit?” ✅ “how to open a time deposit in jiffy bank?” question style frame faqs in the way customers naturally ask them simplify responses replace long or complex paragraphs with concise, direct sentences avoid redundancy remove repetitive or duplicate faqs document segmentation segment each document into two main categories type description update frequency static information core product details, eligibility, features, and general faqs rarely dynamic information offers, rates, operational updates, announcements frequently each document should include a short summary or overview section explaining the product or offering in plain language before listing faqs chunking and rag optimization exomind automatically splits content into chunks to optimize retrieval follow these best practices to make chunking more effective best practices design pages so each section can stand alone contextually avoid cross references like “see above” or “refer below ” keep related information within a single page (since one pdf page = one chunk) use headings, bullet points, and sub sections to signal logical breaks for website sources, keep each section under 1,000 characters avoid scanned pdfs or image based files (non searchable text) large, unbroken text blocks or powerpoint exports inconsistent terminology (“fixed deposit” vs “time deposit”) overuse of abbreviations or vague phrases (“same as above”) training and source management use high quality sources the bot’s accuracy depends entirely on the document quality ensure all data is updated and factually correct well formatted and consistent organized into clean, logical sections manage overlaps if multiple documents cover similar topics use the priority setting to define which source is authoritative keep one source per topic whenever possible enable source links suggest enabling the “show source link” option, which improves user trust and transparency continuous improvement cycle regularly review and refine documents using analytics and failed queries frequency activity monthly review top failed queries and restructure content if retrieval gaps persist quarterly refresh dynamic data (rates, offers, contact details) ongoing maintain naming consistency and terminology alignment across all sources additional recommendations break down large documents split documents over 100 pages into logical chapters or themes test for accuracy after each upload, test key faqs and confirm the responses pull from the correct section use consistent naming standardize file names (e g , loan faqs pdf , creditcard info pdf ) to help indexing backup and versioning maintain version history when updating faqs to ensure traceability common mistakes to avoid forgetting to train sources a very common mistake is uploading documents but forgetting to select them and click start training if a source is not "trained," the bot cannot use it using scanned pdfs exomind works best with text based documents training it on scanned pdfs (which are essentially images of text) will result in poor or no performance unless they are ocr'd first not setting priorities having multiple documents with conflicting or outdated information without setting priorities can lead to the bot providing incorrect or inconsistent answers expecting it to handle workflows exomind is designed for question answering it cannot perform multi step, transactional tasks like booking an appointment or processing an order for that, you must use the flow builder