Engati - User Guide
Generative AI
10 min
docusense with gpt allows you to upload knowledge base documents like pdfs and urls to the engati platform the bot can then use these materials to answer user queries creatively by generating responses based on the content note engati had previously supported gemini models via vertex ai gemini is an ai language model (similar to gpt 4o mini or gpt 5) hosted on google cloud platform via vertex ai however, please note that gemini models are not currently supported on engati for generative ai; only openai and azure openai can be used at this time rather than picking statements directly from the documents, the bot reads and understands the content when users ask questions, it provides new answers related to the information in an intelligent, conversational way this feature enables your bot to become knowledgeable about a topic by reading through documents you provide the generative ai then produces relevant, personalized responses to users' questions without needing extensive manual scripting it allows your bot to dynamically answer a wide range of queries by learning from uploaded knowledge bases setting up setting up step 1 navigate to integration > cloud integrations > esensegpt step 2 from the drop down menu select either openai or azure openai and then click on "authorize" openai is an artificial intelligence research organization they have developed very advanced ai systems like gpt 3 for generating human like text azure openai is microsoft's offering that makes openai's models easily accessible on the azure cloud platform so openai does the research and creates the ai models azure openai takes those models and provides easy access to them through microsoft azure this allows developers to integrate openai's powerful models like gpt 3 into their own applications using azure's tools and services they don't have to build the ai models from scratch step 3 give an account name as desired and then add openai generated api key step 4 once your openai key is successfully added to the bot, navigate to configure > integrations > esensegpt step 5 from the dropdown menu select the your openai account step 6 the basic setup for docusense with gpt is done now , you can upload the required documents navigate to train > generative ai > documents tab > click on upload document step 7 upload your documents using a method of your choice upload single url to upload a single url, select the ‘single url’ option add the url/link for the web page in the 'url' field in the ‘document name’ field, enter a name for the document this name will help you identify the document later next, select the ‘category’ from the dropdown menu the ‘category’ field allows you to categorize the document for better organization and retrieval as a next step, select the 'language' from the dropdown menu for which this document is being added for finally, click on 'continue' upload multiple urls to upload multiple urls, select the ‘multiple urls’ option click the ‘browse’ button to select the file you want to upload in the ‘document name’ field, enter a name for the document this name will help you identify the document later next, select the ‘category’ from the dropdown menu the ‘category’ field allows you to categorize the document for better organization and retrieval as a next step, select the 'language' from the dropdown menu for which this document is being added for finally, click on 'continue' note if uploading a home page url , it should not have more than 100 embedded urls upload single file to upload a single file, select the ‘single file upload’ option click the ‘browse’ button to select the file you want to upload in the 'external link' field, provide a link/url to the document source if it resides online user will get an option to navigate to the link from the document viewer in the ‘document name’ field, enter a name for the document this name will help you identify the document later next, select the ‘category’ from the dropdown menu the ‘category’ field allows you to categorize the document for better organization and retrieval as a next step, select the 'language' from the dropdown menu for which this document is being added for finally, click on 'continue' custom use this option if you would prefer writing custom code to fetch and index content enabled flexible and scalable indexing for dynamic websites, solving limitations of static only url handling assign a title to the document for reference in the 'script title' field next, select the ‘category’ from the dropdown menu the ‘category’ field allows you to categorize the document for better organization and retrieval as a next step, select the 'language' from the dropdown menu for which this document is being added for finally, click on 'continue' step 8 set up indexing and sync define how the content should be processed and kept up to date step 9 review and confirm your set up save and start indexing step 10 once done , it takes around 5 minutes to process the document new feature addition previously, documents uploaded for training in esensegpt remained static, requiring manual updates to reflect changes an auto refresh mechanism now updates all previously uploaded documents after a set time period, keeping the training data current step 11 once the document is processed successfully , we can see the status as ready to search step 12 if we see status as error, please check the previous steps of setup is not missed step 13 ask any query to the bot and bot should be able to return a response if the answer to the query asked is present in the documents uploaded generative ai takes your bot's language comprehension and ability to handle conversations to the next level your bot becomes smarter over time with minimal training it's an easy way to create extremely natural and capable conversational experiences if you face any issues or queries please reach out to us at mailto\ support\@engati com


