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Knowledge Doc Chat & AI Copilot Settings

Summary​

The Knowledge Doc Chat Settings tab (/dashboard/settings/knowledge_doc_chat) allows tenant administrators to configure the internal AI Knowledge Copilot (/dashboard/knowledge-chat).

This AI assistant empowers internal support agents, store managers, and front-desk billing staff to instantly query complex enterprise SOPs, product manuals, refund policies, and counter troubleshooting workflows using plain English, Hindi, or Hinglish.

Accessing Knowledge Doc Chat Settings​

  1. Log in to your Wabixo/HDChat dashboard with Administrator rights.
  2. In the top navigation bar, click Settings (/dashboard/settings).
  3. Select Knowledge Doc Chat from the left-hand navigation menu.

1. Core Service Configuration​

Active Status Toggle​

  • Enable / Disable Toggle: Switch the service ON to make the Knowledge Chat assistant available to authorized team members, or OFF to temporarily suspend AI querying.

Documentation Index Source (llms.txt)​

  • Documentation Link Field: Enter the URL to your structured documentation index or markdown source (by default, https://docs.invoay.com/llms.txt).
  • How Grounding Works: The AI assistant reads this index to map topics, find specific documentation sections, and retrieve exact operational rules. Responses are strictly grounded in your provided documents—preventing false or hallucinated instructions.
  • Refresh Documentation Cache Button: In-memory caching ensures lightning-fast sub-second query responses. Whenever your team updates documentation on your website or repository, click Refresh Doc Cache to immediately purge cached data and re-index the latest content.

2. Custom Business FAQs​

Certain operational policies, VIP customer protocols, or emergency phone numbers might not be published in public product documentation.

  • Custom FAQs Editor: A rich text area where administrators can write internal FAQs, company policies, or seasonal overrides: 
    Q: What is our emergency billing escalation contact?
    A: For critical billing counter issues after 9 PM, call the duty supervisor at +91 98111 22233.

    Q: Can cashiers offer manual discounts above 20%?
    A: No. Any discount exceeding 20% requires written approval from the Area Manager.
  • Evaluation Priority: Custom FAQs are evaluated with highest priority before searching the general documentation index.

3. Generative Model & Intelligence Tuning​

Administrators can fine-tune AI model parameters to match their team's specific requirements:

Configuration FieldDescriptionRecommended Setting
Model SelectionThe underlying LLM model used for routing and reasoning (e.g. high-speed or deep-reasoning models).High-speed model (Fastest response time, lowest latency).
Custom API KeyOptional dedicated LLM provider API key. If left blank, the system uses the default corporate gateway.Leave blank unless using dedicated enterprise billing quotas.
TemperatureControls response creativity vs strict factual precision (ranging from 0.0 to 1.0).0.1 to 0.2 (Ensures strict, fact-grounded operational accuracy).
Context Window SizeMaximum character token budget allocated for documentation indexing.8000 (Balances deep context retrieval with fast generation).

4. Multilingual & Script Handling Capabilities​

The Knowledge Chatbot is engineered with native multilingual and transliteration comprehension:

  • English Queries: Answered in professional, structured English with Markdown tables and bullet points.
  • Hinglish Queries (e.g. "billing me dikkat a rhi h"): The engine detects Roman-script Hindi and responds in natural Hinglish using the English alphabet.
  • Pure Devanagari Hindi (e.g. "बिल कैसे बनाते हैं?"): Answered in clear Devanagari Hindi.
  • Bengali & Regional Languages: Answered natively in the customer's language.
  • UI Navigation Preservation: Regardless of the response language, all software navigation paths, buttons, and menu labels are kept in standard English in bold (e.g. Master › Item Master, Billing › Settle) so staff can follow steps on their screens.

5. Team Access Control (RBAC Permissions)​

Access to the Team Knowledge Chat is restricted by default. To grant team members permission to query the assistant:

  1. Navigate to Settings › Roles & Permissions (/dashboard/settings/roles_permissions).
  2. Select or edit the custom role (e.g., Support Agent or Store Cashier).
  3. Under the AI & Automation permission group, locate AI Knowledge (CanAccessAIKnowledge).
  4. Toggle the permission ON and save the role.
  5. Authorized users will see the Knowledge Chat icon (/dashboard/knowledge-chat) in their primary navigation bar.