Skip to main content

Define the right context for the Zive Chat

Context information is one of the most crucial aspects to get the best results from AI chatbots. This article shows you the options you have in the Zive Chat to define the context easily and precisely.

Updated over a week ago

Finding and using the right context is one of the most crucial factors to get AI answers that you can trust and that meet your expectations. Especially in a business context it's extremely important that AI bases its answers on correct and reliable sources.

That's why the Zive Chat provides you with flexible options to define where to search for relevant information or define the exact context you want to work with, making it as easy as possible for you to give AI the support it needs.

Define where the Zive Chat searches for context

Search nudges

What makes the Zive Chat special is the seamless integration of your company knowledge. Of course you also have the possibility for external research in the web. In the first step it's important to give the chat the right capabilities depending on your expectations. You can simply do this via the buttons (Search Nudges) below the prompt input.

If these options are used, and which of them, is still dependent on your prompt. The chat will not use the search capabilities just because they are enabled. This means that if you have a clear idea of where the Chat should look for information, you can deselect where it shouldn't search, thereby removing that capability.

Tips:

  • Remove search capabilities you want to prevent the chat from using.

  • Give a clear indication in the prompt what kind of research you expect.

Integrations

Typing "@" in your prompt allows you to target specific integrated systems. This can be

  • data integrations to narrow down the internal research to a specific system,

  • or API integrations to perform actions in specific systems.

Both of them help you to not only define the general realm ("Company" or "Web") but specify more precisely where you want to get information from or which system you would like to work with.

Tip: Take a look at our dedicated article on how to leverage integrations in the Zive Chat

Define exact sources as context

Human in the loop mode

Use case: You want the Zive Chat to explore relevant sources first, but still have the option to verify and adjust them.

In the default mode (User in the loop) whenever the Zive Chat searched your company knowledge it will show you the relevant sources it has identified before generating the answer.

Additionally you see the date this document was last updated as well as a tooltip why this content is a relevant source for your prompt. This allows you to check if these sources are correct and remove or add sources if needed.

Tip: We have a dedicated article explaining the different modes for the Zive Chat: Choose the right mode for the Zive Chat

Prompt attachments

Use case: You know there is relevant information available and only this information should be considered.

See this as possibility to down the relevant content even further. You can simply click on the paper clip icon on the bottom right and you will have two options to define the context.

Attach from company knowledge

This should always be your preferred option if you have internal context available in Zive. You can easily browse through the connected systems or content that you created on the platform previously. For all the integrations (e.g. SharePoint, Confluence, ...) you can navigate through the entire hierarchy and define the context on every level, so it could be a a parent page, a folder or single files or articles.

Tip: Zive collections are extremely valuable to define a permanent knowledge scope. This way you have a central place to set up and curate a set of sources that you can re-use whenever needed.

Upload from your device

By uploading local files you can quickly add documents you would like to work with, which might not be part of your company knowledge.

Uploaded files get analyzed immediately, enabling you to work with them in the chat afterwards. Depending on the file type the analysis step can take a couple of seconds.

Note: Files uploaded to a chat do not become available for other users. They always remain personal on user level.

Did this answer your question?