Managing Mate Knowledge

"Mate Knowledge" allows you to attach files directly to a Mate, providing them with a private knowledge base accessible across all their conversations. This feature enhances the Mate's expertise and allows for more contextually relevant responses. "Mate Knowledge" is available for both Native and Assistant Mates.

How to Attach Files:

1. Access Mate Configuration: Navigate to "Manage Mates" and select the Mate you wish to enhance with "Mate Knowledge."
2. Open the "Knowledge" Tab: Within the Mate's configuration page, locate and select the "Knowledge" tab. This tab provides a dedicated interface for managing the Mate's attached files.
3. Upload Files: Click the "Upload File" button and select the desired files from your local system. Supported file types include PDF, TXT, CSV, and more.
4. Manage Attached Files: Once uploaded, you can view, describe, or delete attached files directly within the "Knowledge" tab.

File Description:

Adding a description to each file provides valuable context for the Mate. This description can:

• Clarify the document's topic: For example, "Competitive Analysis Report - Smartphone Market - Q3 2024".
• Highlight key information within the file: For example, "Contains sales data for the last 3 months, broken down by product and region".
• Guide the Mate on how to use the file: For example, "Use this file to answer questions about sales performance".

A well-written description helps the Mate understand the content and purpose of each file, leading to more relevant and accurate responses.

Integration Mode:

The "Integration Mode" determines how the Mate utilizes the attached file. There are several modes available, depending on the Mate type:

• For Native Mates:
  • By default, it is recommended to leave all options unchecked. This allows the platform to automatically choose the best mode for the file, optimizing its use by the Native Mate.
  • However, you can force the mode by selecting one of the following options:
    • "Text": The Mate will only use the text content of the file.
    • "Multimodal": The Mate will use all available information from the file, including text, images, and other relevant data.
• For Assistant Mates:
  • "File Search" (RAG): In this mode, the Mate uses the file as an information source for RAG (Retrieval-Augmented Generation). It analyzes the file's content to find relevant information in response to user queries. This is the default mode for all files.
  • "Code Executor": In this mode, the file is accessible to the Mate during the execution of a Python program. This allows you to provide input data to the program, utility scripts, or Python modules. This mode is particularly useful for Assistant Mates used to automate technical tasks.
  • A file can be configured for a single mode or both modes simultaneously. For example, a CSV file containing sales data could be used for both RAG (to answer questions about sales) and code execution (to generate charts or reports).

Benefits of Using Mate Knowledge:

While you can share documents directly within conversations to provide context, "Mate Knowledge" offers a more targeted and efficient approach. Here's a comparison:

Feature	Upload in Conversation	Mate Knowledge
Expertise	General Context	Specialized, Persistent Knowledge
Confidentiality	Visible to all	Mate Only, Enhanced Security
Token Usage	Higher, Impacts Costs	Optimized, Cost-Efficient
Scope	Current conversation	All Mate conversations

This table concisely highlights the key advantages of "Mate Knowledge" in terms of expertise, confidentiality, token usage, and scope. It clearly demonstrates how "Mate Knowledge" provides a more focused, secure, and efficient way to enhance Mate capabilities.

Example:

For a Mate specializing in financial analysis, you could attach financial glossaries, market reports, or internal policy documents. This allows the Mate to access this information instantly and privately, leading to more accurate and informed responses.