Data Sources
The "Data Sources" feature allows you to enrich your digital employee's knowledge with your own content. Semantic search analyses this data to identify the most relevant passages in response to user requests, and passes them to the AI model to build a contextualised response.
Three source types are available:
- Files — import PDF, Word, Excel, PowerPoint, or text documents.
- Knowledge Base — connect an existing question-and-answer knowledge base.
- Content Items — index structured content from a CMS.
My data sources
The table lists all configured sources. For each source:
| Column | Description |
|---|---|
| Name | Source name. Click it to open and edit. |
| Source type(s) | Type of indexed content. |
| Filters | Indicates whether a response filter is configured. |
| Number of items | Number of indexed elements. |
| Creation date | Creation date. |
| Modification date | Date of last modification. |
| Status | Online (active) or Disabled (inactive). Changeable via the dropdown. |
| Actions | Pencil icon to edit, trash icon to delete. |
Create a data source
Click "+ Create a data source". A dialog opens:
| Parameter | Description |
|---|---|
| Data source type | Choose Files, Knowledge Base, or Content Items. |
| Name | Enter a name to identify this source. |
| User access | If enabled, semantic search results are displayed to the user as media cards in the digital employee's interface. |
Click "Create data source" to confirm and open the configuration page.
Settings
The "Data Sources > Settings" page contains global parameters that apply to all your data sources.
| Parameter | Description |
|---|---|
| Data source display threshold | Minimum similarity score (between 0 and 1) a document must reach to be shown to the user. The higher the value, the stricter the filter. |
| Maximum number of documents added to the system message | Limits the number of documents passed to the AI model to build a response. |
| Max injected context length | Limits the amount of words or fragments from data sources added to the system message. A higher value enriches the context but increases processing cost. |
Message before data source cards
Optional text displayed to the user just before the data source media cards. A Translation button appears when multiple languages are configured on your digital employee.
The "Deliver a different message when the user is in text mode" option allows you to define a specific message for text-mode sessions.
Filter responses by tag
You can associate a filter with a data source so that the digital employee only uses it when a matching tag value is sent by the user interface. This is useful when a single back-office is shared by multiple entities or websites.
Event to send from the interface:
{
type: 'event',
name: 'davi.setSemanticFilters',
value: {
tags: Array<string>
}
}
This filter applies at the data source level. It is different from the content filter available on "Content Items" sources, which applies to indexing.