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Chat

This guide will walk you through the steps for utilizing Solyo’s Chat feature to interact with your uploaded data in real-time.

Prerequisites​

  • A registered Solyo account
  • Uploaded data such as documents, emails, or other sources you want to interact with
  • Tags and folders assigned to your data for better organization and retrieval

Chat with Your Data in Solyo​

Step 1: Access the Chat Interface​

  1. Log into Solyo.
  2. Navigate to the Playground section on the dashboard.
  3. Select Chat from the Command Center on the left-hand side.

Step 2: Set a Time Period for Your Data​

  1. In the Period dropdown, select the timeframe you wish to query:
    • Last 24 hours
    • In the last 2 days
    • In the last 7 days
    • In the last 30 days
    • Any dates: Query data from any point in time.
    • Custom: Set a specific start and end date for a custom time range.

Filtering by time helps refine the data scope and provides Solyo with relevant information based on the selected period.

  1. Folder: Select the folder that contains the data you want to interact with. For example, choose folders like School, Documentation, or Legal.

  2. Document: Filter by specific documents to limit the interaction to those files only.

  3. Tag: Tags add precision. You can filter your search based on tags assigned to your data.

    • Example: Selecting the tag Axel will help Solyo retrieve information related to that tag.

  4. Link Filters: You can include data organized with custom links in Solyo for more specific searches.

Step 4: Start Chatting with Solyo​

Once your filters and time period are set, type your query or command into the chatbox to begin interacting with your data.

Example Queries:

  • "What were the latest updates from Axel’s school?"
  • "Show me documents tagged with 'Soccer' from last week."
  • "Summarize all emails received from work in the last two days."

Solyo will retrieve relevant information and provide responses based on your selected filters and time range.

Step 5: Managing Chat Results​

  • Sources: Each response includes a list of sources, showing which documents or emails contributed to the answer. Expand this list for details.
  • Save/Like/Dislike: You can save the chat, give feedback on the response, or delete it if irrelevant.
  • Refine Your Query: Adjust your question or filters to narrow down or expand the data scope.
  • Save Sources: After receiving a response, save sources for future reference.

Step 6: Command Center Options​

The Command Center provides different query options:

  • Query: Use for precise, data-driven queries.
  • Blog: Generate blog posts based on your data.
  • Summary: Create summaries from filtered data.
  • Quiz: Generate quizzes or interactive content.
  • Presentation: Create presentations from selected data.

Benefits of Using Chat in Solyo​

  • Real-time Interactions: Engage with your data as if conversing with an assistant.
  • Contextual Precision: Utilize filters, folders, and tags to ensure more accurate responses.
  • Multiple Output Options: Generate summaries, quizzes, blogs, or reports based on your data needs.

This documentation outlines the steps to effectively use the Chat feature in Solyo, emphasizing the importance of using folders and tags for better organization and enhanced future interactions.