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2. Step 2 of 3 - Import Your Data

In this section, users can create the Unstructured Agent in the following ways:

  • Import Data from Documents
  • Crawl or Add URL Links from Websites
  • Import Data from Media
  • Import Data from Cloud Drives
  • Import Q&A Pairs from Questions and Answers

Figure: The Import Data Sources Interface

Import Data Sources Interface
Figure: The Import Data Sources Interface

1. Import Data from Documents

Field

Description

Import Documents

Drag and drop local files or browse files. The supported file types are txt, pdf, docx, pptx, csv, xlsx, json, md.

Figure: The Upload Document Interface

Upload Document Interface
Figure: The Upload Document Interface

There are two methods to create Unstructured Agents with websites.

No.

Methods

I

Create Unstructured Agent by Adding Website URL one by one (Single Link)

II

Create Unstructured Agent by Web Crawler (Crawl URLs)

__TABLE_CAPTION__Table: Two Methods to Create the Unstructured Agent by Website URLs__TABLE_CAPTION__

Figure: The Websites Interface

Websites Interface
Figure: The Websites Interface

2.1. Create the Unstructured Agent by Adding the Website URL One by One

Step 1. Choose "Single Link" and click "Enter your website URL" under Website Link

Figure: Websites Section for Adding Website URLs One by One

Websites Section by Adding the Website URLs One by One
Figure: Websites Section for Adding Website URLs One by One

Step 2. Enter the URLs link in the Input Box

Figure: The Input Box for Entering the Single Link

The Input Box to Enter the Single Link
Figure: The Input Box for Entering the Single Link

Step 3. Click "Add Link"

Figure: The Added Website URLs Listed One by One

The Added Website URLs One by One
Figure: The Added Website URLs Listed One by One

2.2. Create the Unstructured Agent by the Web Crawler (Crawl URLs)

In this section, there are two modes for users to choose between headless or non-headless mode before initiating a web crawl.

Mode

Description

Headless Crawler

If headless mode is ON, the system will use crawl4ai.

Non-Headless Crawler

If headless mode is OFF, the system will use Cheerio for crawling.

__TABLE_CAPTION__Table: Two Modes for Website Crawling__TABLE_CAPTION__

Step 1. Choose "Crawl URLs" and click "Enter your Website URL" under Crawl through URL

Figure: Websites Section Using Web Crawler

Websites Section by Web Crawler
Figure: Websites Section Using Web Crawler

Step 2. Enter the URL link to be crawled under Crawl through URL

Figure: The Input Box for Entering the Link to Crawl

The Input Box to Enter the Link to crawl
Figure: The Input Box for Entering the Link to Crawl

Step 3. Click "Crawl Links" in Websites Section

Figure: Confirms Links Confirmation Box

Confirms Links Confirmation Box
Figure: Confirms Links Confirmation Box

Button

Description

Cancel

Cancel the crawled URLs

Confirm Links

Confirm the crawled links in the Confirmation box

__TABLE_CAPTION__Table: Buttons Available in "Confirm Links" Confirmation Box__TABLE_CAPTION__

Step 4. Click "Confirm Links" in the Confirmation Pop-up Box

Figure: The Crawled URLs Displayed by Crawl URLs

The Crawled URLs Links by Crawl URLs
Figure: The Crawled URLs Displayed by Crawl URLs

3. Import Data from Media

Field

Description

Upload Media

Drag and drop local photo files or browse files. The supported photo file types are jpg, jpeg, png, mp4, mp3, wav, ogg.

Figure: The Upload Media Interface

Upload Media Interface
Figure: The Upload Media Interface

4. Import Data from Cloud Drives

Cloud Drives

Description

Google Drive

Allows the user to upload files from Google Drive other than Documents, Websites, and Media.

Amazon S3

Allows the user to upload files from Amazon S3 Buckets other than Documents, Websites, and Media.

OneDrive

Allows the user to upload files from OneDrive other than Documents, Websites, and Media.

SharePoint

Allows the user to upload files from SharePoint other than Documents, Websites, and Media.

__TABLE_CAPTION__Table: The Available Fields under Cloud Drives Menu__TABLE_CAPTION__

Figure: The Cloud Drives Interface

Cloud Drives Interface
Figure: The Cloud Drives Interface

4.1. Import Data from Google Drive

Step 1. Click Import Files on Google Drive The system will show the Gmail accounts that are logged in the browser.

Figure: The Gmail Accounts Available in the Browser

The Gmail Accounts Logged in the Browser
Figure: The Gmail Accounts Available in the Browser

Step 2. Select the preferred Gmail account The system will show the uploaded files in the Google Drive account.

Figure: The Available Uploaded Files in Google Drive

The Available Uploaded Files in the Google Drive
Figure: The Available Uploaded Files in Google Drive

Step 3. Select the files from Google Drive and click Select The system will show the selected files from Google Drive.

Figure: The Selected Files from Google Drive

The Uploaded Files from the Google Drive
Figure: The Selected Files from Google Drive

4.2. Import Data from Amazon S3 Buckets

Step 1. Click Import Files on Amazon S3 Buckets The system will show the Amazon S3 Bucket credentials pop up.

Figure: The Amazon S3 Buckets Credentials Popup

The Amazon S3 Buckets Credentials Pop up
Figure: The Amazon S3 Buckets Credentials Popup

Step 2. Fill the Amazon S3 Buckets Credentials The system will connect to the Amazon S3 Buckets.

Figure: Filling the Amazon S3 Buckets Credentials Form

Filling the Amazon S3 Buckets Credentials
Figure: Filling the Amazon S3 Buckets Credentials Form

Step 3. Connect to the Amazon S3 Buckets The system will show the uploaded files in the Amazon S3 Buckets.

Figure: Files Retrieved from Amazon S3 Buckets

Imported Files from Amazon S3 Buckets
Figure: Files Retrieved from Amazon S3 Buckets

Step 4. Select the files from Amazon S3 Buckets and click Select The system will show the selected files from S3.

Figure: The Selected Files from Amazon S3 Buckets

The Uploaded Files from the Amazon S3 Buckets
Figure: The Selected Files from Amazon S3 Buckets

4.3. Import Data from OneDrive

Step 1. Click Import Files on OneDrive The system will show the OneDrive sign in page.

Figure: Sign In with OneDrive Account

Sign in with One Drive Account
Figure: Sign In with OneDrive Account

Step 2. Sign in with OneDrive Account and Password The system will successfully log in and display the "Select Files" Interface.

Figure: Select Files Interface for Uploading Files from OneDrive

Select Files Interface with Upload Files from OneDrive
Figure: Select Files Interface for Uploading Files from OneDrive

Step 3. Select the files from One Drive and click Select The system will show the selected files from OneDrive.

Figure: Selected Files from OneDrive

Imported Files from OneDrive
Figure: Selected Files from OneDrive

4.4. Import Data from SharePoint

There are two import methods in SharePoint.

Method

Description

ALL

Choose to import files from all your SharePoints

Custom

Choose to import files by specifying a custom SharePoint site name.

Step 1. Click Import Files on SharePoint The system will display Import SharePoint Files Interface.

Figure: Import SharePoint Files Interface for "All" Option

Import SharePoint Files Interface for "All"
Figure: Import SharePoint Files Interface for "All" Option

Figure: Import SharePoint Files Interface for "Custom" Option

Import SharePoint Files Interface for "Custom"
Figure: Import SharePoint Files Interface for "Custom" Option

Step 2. Choose "All" and click "Import" or Choose "Custom", add Custom SharePoint Name and click "Import" The system will display the account Sign in Page.

Figure: Microsoft Sign-In Page

Microsoft Sign in Page
Figure: Microsoft Sign-In Page

Step 3. Sign in with Microsoft Account (OneDrive) and Password The system will successfully log in and display the "Select Files" Interface.

Figure: Select Files Popup from SharePoint

Select Files Pop-up from SharePoint
Figure: Select Files Popup from SharePoint

Step 3. Select the files from SharePoint and click Select The system will show the selected files from SharePoint.

Figure: Selected Files from SharePoint

Imported Files from SharePoint
Figure: Selected Files from SharePoint

5. Import Q&A Pairs from Questions and Answers

Field

Description

Questions and Answers

Import Q&A pairs to help the agent respond accurately to common questions.

__TABLE_CAPTION__Table: Questions and Answers Pairs__TABLE_CAPTION__

Figure: The Questions and Answers Interface

Questions and Answers Interface
Figure: The Questions and Answers Interface

Step 1: Import or enter the Questions and Answers and click "Add" in the Q&A sections. The system will successfully add Questions and Answers and display the added Q&A pairs in the Questions and Answers Section.

Figure: Entering or Importing Q&A Pair

Entering or Importing Q and A Pair
Figure: Entering or Importing Q&A Pair

Figure: The Added Q&A Pair

The Added Q and A Pair
Figure: The Added Q&A Pair

Step 2: Click the Edit icon and Update button to edit Questions and Answers in the Add Q&A popup. The system will successfully edit and update Q&A and display the updated Q&A pairs in the Questions and Answers section.

Figure: Add Q&A Popup

Add Q&A Pop up
Figure: Add Q&A Popup

Figure: The Updated Q&A Pair in the Questions and Answers Section

The updated Q and A Pair in the Questions and Answers Section
Figure: The Updated Q&A Pair in the Questions and Answers Section

Step 3: Click the Delete Icon The system will successfully delete the added or updated Questions and Answers.

Figure: No Q&A Pairs Are Included

No Q&A Pair is included
Figure: No Q&A Pairs Are Included

Button

Description

  • Add

Add the Questions and Answers pairs

Cancel

Cancel the Questions and Answers pairs

Update

Update the Questions and Answers pairs

Delete

Delete the added Questions and Answers pairs

__TABLE_CAPTION__Table: Buttons Available in the Questions and Answers Section__TABLE_CAPTION__

The following buttons are available in the Import Your Data Interface:

Button

Description

Next: Customize agent

Customize the agent

Go back

Return to Step 1 where the agent information was added

Cross Button

Discard the process of creating the agent

__TABLE_CAPTION__Table: Buttons Available in Import Your Data Section__TABLE_CAPTION__

Figure: Buttons Available in Import Your Data Section

Buttons available in Import Your Data Section
Figure: Buttons Available in Import Your Data Section

Figure: The Screen Displayed After Clicking Next: Customize Agent

The Screen after clicking Next: Customize Agent
Figure: The Screen Displayed After Clicking Next: Customize Agent

Figure: The Screen Displayed After Clicking Go Back Button

The screen after clicking Go Back Button
Figure: The Screen Displayed After Clicking Go Back Button

Figure: The Screen Displayed After Clicking Cross Button

The Screen after clicking Cross Button2
Figure: The Screen Displayed After Clicking Cross Button