AI Documents as a Datasource (3448)
The Knowi Documents feature enables users to create a datasource from uploaded documents (PDF, DOCX, etc.) via Document AI. Users can then query the document contents using two modes: Ask Question and Get Data from Documents, and store the results as a structured dataset in Knowi.
Video: https://www.loom.com/share/9952abecfe4b428bb87408a136726974?sid=ca881b7d-935e-4dea-90f1-fec6c339d798
Key Components:
- Datasource Creation:
- Upload documents to Document AI before connecting them as a datasource.
- Users can filter documents using the Access Control List (ACL), including regex for file name filtering.
- Test the datasource connection and save it to begin querying.
- Query Modes:
- Ask Question Mode: Users ask natural language questions about document contents, generating a dataset with columns for question, answer, and source.
- Get Data from Documents Mode: Extracts specific field values from documents and outputs them into custom table columns. Users can define field names and apply file filters or transformations.
Step 1: Contact Your Knowi Account Representative to enable Document AI for your account.
Step 2: Upload Your Documents into the Knowi Document AI repository.
Step 3: Create a Knowi Documents Datasource, using the Access Control List (ACL) to select or filter specific documents for your queries.
Step 4: Start Querying: Choose a mode, enter your query, define field names, and optionally apply Cloud9QL transformations to the results.
New:
- Improved dataset matching when using NLP on a dashboard or within the Knowi Slack app to ensure the prompt is answered with the correct dataset.
- Running a query from the query diagnostics on the dashboard will automatically refresh the widget when the query finishes running. (3458)
- New Dashboard cloning option to also clone all the widgets along with the dashboard. (3420)
Fixed:
- Fixed C9 date tokens so that the timezone matches the user’s timezone. (3450)
- Repeatable widgets now work in Private Draft Mode. (3460)
- Fixed hover label displaying the wrong grouping on charts with X-axis sub grouping. (3471)
- Fixed widget query diagnostics so that records can be expanded to see more details. (3458)