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Version: v1.3.12

Tutorial 1A: A quick introduction to Enterprise h2oGPTe

Overview​

This tutorial explores the general Enterprise h2oGPTe flow and UI to ask questions or obtain insights about a Document (or Documents). In particular, we will explore the public 2021 Wells Fargo annual report by asking Enterprise h2oGPTe the following (instead of reading a 225+ page report):

  • What is the current goodwill balance?
  • Summarize the annual report

Completing this tutorial should improve your understanding of Enterprise h2oGPTe's general structure and flow while clearly understanding how Enterprise h2oGPTe can consume and help you understand significant amounts of information.

Prerequisites​

Step 1: Create a Collection​

To begin with, we need first to create a Collection that can contain the annual report (225+ pages). A Collection (a group of related Documents) lets you aggregate Documents in one location. You can utilize Collections to group particular sets of material (content) to later explore individually through Chats (asking questions to a Collection).

Let's create a Collection:

  1. In the Enterprise h2oGPTe navigation menu, click Collections.
  2. Click + New Collection. New Collection
  3. In the Collection name box, enter: 
    Wells Fargo
  4. (Optional) In the Description box, enter: 
    Wells Fargo's 2021 annual report
  5. Click Create. Create Collection

Step 2: Add Documents (annual report) to the Collection​

A Collection can contain multiple Documents. Added Documents are indexed and stored in a database. When you ask a question about the Document(s), Enterprise h2oGPTe crawls through the indexed Document(s) in the Collection to find relevant content to answer the question while utilizing the H2O LLM to summarize a concise question response.

Let's continue by adding the downloaded 2021 Wells Fargo annual report:

  1. Click + Add documents. Add Documents button
  2. In the Upload method list, select Upload documents.
    note

    Enterprise h2oGPTe supports multiple ways to import your Documents; for example, you can upload web documents. To learn more, see Add a Document(s) to a Collection.

  3. Click Browse... (upload the 2021 Wells Fargo annual report).
  4. Click Add. Add Document Job
    note

    A Job refers to a current crawling or indexing activity (in this case, the indexing of the uploaded Document).

Step 3: Chat with the Collection (annual report)​

Upon completion of the Job (reaching 100%), let's initiate a conversation with the Collection. Chatting with a Collection allows you to inquire about the Document(s) within it.

  1. Click Start your first Chat. Start your first Chat
  2. In the Ask a question box, enter the following: 
    What is the current goodwill balance?
  3. Click Send.
    Question 1
  4. In the Ask a question box, enter the following: 
    Summarize the annual report
  5. Click Send. Question 2
note
  • When answering a question, Enterprise h2oGPTe provides the Document(s) references it utilized to respond to a question.
    • To view the Document(s) references: Click References.
  • You can add another Document to the Collection. See Add a Document(s) to a Collection to learn more.

Summary​

In this tutorial, we explored the general Enterprise h2oGPTe flow and UI to ask questions or obtain insights about a Document (or Documents). In particular, we explored the public 2021 Wells Fargo annual report.

Next​

After completing this tutorial, you can learn how to build an AI-powered chatbot with Enterprise h2oGPTe to replace/improve the function of a website's search bar. See Tutorial 2A: Build an AI-powered chatbot (model) to enhance a website's search capabilities.

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