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The Search section lets you ask questions to the AI Assistant.

UI Presentation

To access this AI task, click AI Tasks and then Search:

Ai Tasks Menu choose Searchsearch page empty
Info
In the AI Task search interface, answers are based only on information provided via connectors. See the Data Source section to set up a connector.

For "The Simpsons" AI Assistant, you can ask questions like:

  • Question 1: Who are the children of the simpsons?
  • Question 2: What is the name of the dog of the simpsons?
answer pages

Answer

The card displays a synthesized answer based on all documents QAnswer found for the question. Answers are generative, so wording may vary while the information remains consistent.

Tip
You can trigger re-generate to get a new answer by clicking on the regenerate icon.

To further improve the performance of the responses, you can give feedback by clicking on the thumbs up or thumbs down icons.
Additionally, you can also edit the generated answer by clicking on the edit icon.

Documents

The "Top extracts" section shows the most relevant documents QAnswer found for the question. These documents are used to generate the answer shown in the answer card.

Tip
You can check where is the information used to answer this question by clicking:answer pages
You will see the exact information in original sources like shown below:answer pages

Task Settings

Customize the Search AI Assistant by clicking the settings panel icon:

  • Filling the prompt settings: defines the assistant's personality; follow the example in the default settings.
  • Adjusting the LLM settings: choose the LLM, answer length, creativity level, and answer speed.
  • Adjusting the Retriever: choose the reference level and add synonyms.
  • Configuring Advanced Filters: let users filter documents by specific metadata.
search pages position

Prompt Settings

Define the assistant's personality using variables such as {{bot_name}} or {{bot_answer_length}} to personalize responses.

Press / to see the available variable list.

AI Task prompt settings

LLM Settings

In the LLM settings, adjust the parameters of the LLM powering the AI assistant:

  • enhance the context for this AI assistant
  • the LLM model unstructured
  • the context window in tokens
  • to show or hide last update date in sources
  • the maximum answer length
  • the creativity level (temperature)
  • the answer speed
Tip
  • Context window (tokens): how much text (conversation + documents) the model can consider at once. If your input exceeds this, earlier content may be dropped.
  • Maximum response length: cap on tokens the model returns; prevents overly long outputs.

Practical tip: use low temperature for factual extraction, increase context window to include long documents, and set a max response length to control output size and cost.
LLM Settings

Enhance Context

This feature is controlled by two settings:

  • Per-user access (controlled by admins via user table)
  • Per-assistant access (in the settings panel)

When enabled in Admin Panel settings, the toggle appears in the Search and Chat AI Task interfaces and in the chatbot input box when the AI assistant is tagged.

Enhance Context Admin Panel

The feature is inactive by default. When activated, the assistant processes large documents more effectively by splitting them into smaller parts, processing each part, and combining the results. This ensures the whole document is considered when answering, even for large files.

Retriever Settings

In the retriever settings, adjust the parameters used to retrieve relevant documents:

  • the embedding model used (note this will reindex completely your AI assistant if you change it)
  • The number of references passed to the LLM
  • the synonyms used to retrieve more relevant documents
Retriever Settings

Synonyms

Define groups of synonyms to retrieve more relevant documents.

  • Click + Add synonym group to add a new group.
  • Enter a word and press Enter or click + to add it to the group.
  • A new group can only be added when no existing groups are present, or the last group has at least one synonym and the input field is empty.
  • Click the trash icon to delete a group.
  • Click Bulk Upload to upload synonyms in bulk. Use download the CSV example to see the format, or Choose File to upload a CSV.
AI Task synonyms init

Document Chunking

AI Task document chunking

Document chunking controls how text is split before being embedded and indexed. It impacts retrieval quality and context windows. You have three main parameters:

Split byChoose the unit used to cut the document: Words, Sentences, or Pages.

Split LengthDefines how big each chunk is, based on the selected unit.

Split OverlapDefines how much of the previous chunk is carried into the next chunk to preserve context. Example: Split length = 100 words, Overlap = 20 → each new chunk repeats 20 words from the previous one.

Query Expansion

AI Task query expansion

Query expansion is used to reformulate user queries so that they include the necessary context for retrieving the correct documents. This is especially important when users ask follow-up questions or when queries involve time references.

Advanced filters

Filter the documents used to answer questions by clicking Advanced filters.

AI Task query expansion
Warning
AI models evolve over time, so answers may differ between runs.

For questions or assistance, contact us.

Search Metadatas

Info
Faceted Search allows you to refine AI Assistant results with filters. Some filters are always available by default, while others come from the metadata you add to your data sources. This makes it easier to target the most relevant sources and quickly find accurate answers.

To access Faceted Search: go to AI Tasks → Search, open Search Settings → Advanced Filters, and enable the desired filters.

AI Task Search Filters
Tip
Users can combine multiple filters (e.g., Data Source Type + Character + Year Introduced) for very precise control over search results.
Warning
If no documents match the selected filters, the assistant will not return any answers. Make sure your metadata is consistent across files.

Auto Date Filtering

Info
Auto Date Filtering allows the AI Assistant to detect dates in a user's question and automatically apply them as filters.

When a question contains a date reference, the assistant interprets it and applies the corresponding date filter automatically.

Tip
Auto Date Filtering can be combined with other filters (e.g., File Format or Data Source Type) for more refined results.

Data Source Refresh & Last Update

Info
This functionality allows you to keep your data sources up to date automatically. You can schedule refreshes and display the last update date directly in the assistant's answers.
Data Source update frequency optionsData Source refreshed answer