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.
2.1 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.
2.2 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.
2.3 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
Use High-Quality Sources: The bot's answers are only as good as the information it's trained on. Use well-structured, up-to-date, and accurate documents.
Break Down Large Documents: If you have a single 500-page manual, consider breaking it into logical chapters or sections. This can sometimes improve the relevance of the search results.
Manage Overlapping Information: If multiple documents contain information about the same topic, use the Priority feature to tell the bot which source is the most authoritative.
Enable Source Links: Always enable the "Show Source Link" option. This allows users to verify the information and builds trust in the bot's responses.
Common Mistakes
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.