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ACE Applications

Introduction​

This document provides step-by-step instructions for creating, configuring, and managing applications in the platform. Applications serve as specialized chat interfaces that can leverage knowledge sources, extensions, and actions to perform various business functions.

Table of Contents​

Prerequisites​

  • Access to the platform with appropriate permissions
  • Clear understanding of your application's purpose and required functionality

Creating a New Application​

Basic Information​

  1. Navigate to the Applications section of the platform
  2. Click the Create New button
  3. In the Create New Application page, provide the following details:
    • Application Name: Enter a descriptive name for your application
    • Application Description: Provide a brief description of the application's purpose
    • Application Category: Select from available categories (HR, Sales, Finance, Accounting, Marketing, Operations, IT)

Sharing Settings​

  1. Use the Share Type switch button to toggle between private and shared access:
    • Private: Application accessible only to you
    • Share: Application accessible to specified groups
  2. If Share is selected, expand the group dropdown menu and select the appropriate group(s)
  3. Users in the selected groups will be able to access the application

Knowledge Sources​

You can configure your application to use one or more of the following sources:

  • Knowledge: Add knowledge sources from your knowledge management system
    • Knowledge objects
    • Existing knowledge sets
    • Entire knowledge repositories
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Note: If you select Knowledge sources, you will not be able to select Extensions or Actions.

Extensions and Actions​

As alternatives to Knowledge sources, you can configure:

  • Extensions: Add capabilities like Wikipedia or other web extensions configured in extension management
  • Actions: Integrate with external systems to perform specific tasks
    • Example: Jira actions to create or delete tickets
    • Users can trigger actions through natural language queries
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Note: When selecting Actions, you must provide custom instructions manually.

Instructions​

  • For Knowledge and Extension-based applications, instructions are pre-filled automatically
  • For Action-based applications, you must add instructions manually
  • These instructions define how the application will behave and respond

Model Selection​

  1. Expand the Select LLM Models section
  2. Choose the appropriate foundation model according to your requirements

Add-ons​

  1. Expand the Add-on section to access additional features:
    • Citation: Enable source references in responses
    • Conversation Starter: Configure initial prompts
    • Text-to-Speech: Enable voice interaction

Preview and Testing​

Before creating your application:

  1. Click the Preview Application button to see how the application will appear
  2. Test the application by entering sample queries
  3. Review the generated responses
  4. Use the Clear Conversation option to reset the preview if needed

Managing Applications​

Viewing Application Details​

  • Click on an application from the list to view its details:
    • Instructions
    • Category
    • Configuration settings

Editing Applications​

  1. Select an application from the list
  2. Click the Edit button
  3. Make necessary changes to the application settings
  4. Click Save to apply your changes

Filtering Applications​

Filter your application list using the available options:

  • Category: Filter by application type (Accounting, HR, etc.)
  • Created By Me: Show only applications you've created
  • Shared By Me: Show only applications you've shared

Using Applications​

  1. Click on the application name in your application list
  2. You will be redirected to a chat interface branded with your application name
  3. The chat will behave according to the configured settings and instructions
  4. Interact with the application using natural language queries
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Note: The application's behavior is determined by its configuration. Knowledge-based applications will retrieve information, extension-based applications will access external sources, and action-based applications will perform tasks in integrated systems.