Documents and PDFs

Creating Custom DataApp using Documents and PDFs as an input

Use this procedure to create a custom DataApp using documents and PDFs an an input. Note that these DataApps are model-independent, so no project model is required to create them.

1. Hover over the menu icon and select Projects

2. Select the project for which you want to create DataApps and click the DataApps icon from the project level navigation.

3. Click the plus icon and select Custom DataApp. This opens the Configuration page.

4. Specify this information:

DataApp Name: The name of the Dataapp.

DataApp description: The description of the Dataapp.

Environment: By default, the environment selected during project creation is applied. However, you have the flexibility to choose a different environment for running your DataApps.

1. Click Choose Image to browse and select the image that is visible on the DataApp cards.

2. Select an input as Documents and PDFs.

3. Toggle ON the Enable Response Caching option to return the same response for the identical queries despite asking multiple times.

4. Toggle ON the Show Model Response Code option to view the code generated by the model in response to the queries.

5. Select Access Control to manage access to chats and charts generated within the DataApp. The available options are:

• Team Access: Allows all users within the tenant to view chats and charts in the DataApp.

• Individual Access: Restricts visibility of chats and charts to users who created them. For example, if User A creates Chat A and Chart C, only User A can view these.

1. Enter Model controls in the text box to provide specific context to the AI guide. This helps in aligning the AI-generated responses more closely with the user’s particular use case

2. Select a model that you want to use in the Custom DataApp. Possible values:

   • OpenAI GPT-4 Turbo

   • OpenAI GPT-4o (by default this is selected)

3. Add starter prompts to help users get started with predefined queries. To add prompts, see Adding starter prompts in DataApps.

4. Click Create. The DataApp card is created.

datasetinputdoc

1. Click on the DataApp card to launch the AskAI DataApp. The AskAI chat window appears.

2. To upload documents, click Upload Documents, which supports formats such as PDF, DOC, DOCX, TXT, and Markdown. This option allows you to browse and upload files directly from your local system. Once uploaded, you can begin querying using AskAI. You can upload up to 50 documents at a time.

The Recent Documents tab displays recently uploaded documents, while the Select from Artifacts tab shows a list of folders in the Artifacts library. Clicking on a folder shows the files within it, allowing you to select the desired file for querying. However, only artifact files in PDF, DOC, DOCX, TXT, or Markdown formats can be selected for this purpose.

1. Enter the query in the query box. The generated output will be in the text format. You can:

• Copy the answer using the Copy Answer option.

• View the generated code by selecting the View Code option.

• Get an explanation for each line of code by using the Explain option.