Skip to main content
Version: v1.6.44-dev7 🚧

Start a new Chat with/without a Collection or an imported Document(s)

Overview​

In Enterprise h2oGPTe, you have the option to initiate a new Chat session with or without including a Collection or an imported Document(s). Should you inquire about a specific Collection or Document during the Chat, you can include the Collection or import the relevant Document.

Chat creation permissions​

Your ability to create and send messages in chats depends on your assigned permissions. See Roles and Permissions to learn more.

To create any chat, you must have the Add chats permission. Your ability to create chats without collections depends on the Create a chat with no collection permission.

Chat creation permissions

Permission Scenarios​

  • Both Add chats and Create a chat with no collection:
    • Users can create chats with or without Collections
    • Users can send messages in either of these chats
  • Only Add chats:
    • Users can create chats only with Collections
    • Users can view messages in chats without collections but cannot send messages in those chats
  • Neither permission:
    • Users can view chats only
    • Users cannot send messages
caution

If your Create a chat with no collection permission is revoked after creating a chat, you can no longer send messages in that chat.

Instructions​

To begin a new chat in Enterprise h2oGPTe, whether with or without a Collection or an imported Document(s), follow these instructions:

  1. Click + New Chat.
    note

    You can also initiate a new Chat in the Recent chats section (with or without a Collection or external provided information sources (Documents)).

    1. On the Enterprise h2oGPTe navigation menu, click Chats.
    2. Click + New chat.

Chat question

Now, you can start posing questions to Enterprise h2oGPTe. If you wish to inquire about a particular Collection or imported Document(s), follow these steps: Add a Collection or Importa document(s).

Add a Collection​

  1. In the Collection to use list, select a Collection to serve as the source of information to provide context to the new Chat. Select a Collection

    note

    The Collection to use list is found on the Documents tab within the Customize chat card. If the Customize chat card is not visible, click Customize. Customize

Import a Document(s)​

  1. Click

    Attach file. Attach files

    note
    • Once you import or upload a Document(s), Enterprise h2oGPTe automatically creates a new Collection where the imported Document(s) are stored.
    • You can only utilize the Attach file feature once. Once you've imported a Document(s) using this feature or selected a Collection, the Attach file option disappears. It will reappear if you set the Collection to use as None.
    • You can drag and drop files into the Chat itself.
    • For more information on customizing a Chat session, see Customize a Chat session.
Feedback