AI Assistant
Answers questions about the FlowX.AI platform as well as the bank itself based on uploaded documentation.
Description
The AI Assistant provides intelligent documentation support for both the FlowX.AI platform and banking operations. By leveraging comprehensive documentation repositories, this agent delivers:
- Accurate Responses: Utilizes up-to-date product documentation for precise answers.
- Consistency: Ensures uniformity in responses across all user interactions.
- Efficiency: Reduces response time, enhancing user satisfaction.
- Scalability: Handles multiple user queries simultaneously without human intervention.
- Streamlined Onboarding: Provides instant, accurate answers to new users’ questions, facilitating a smoother and faster onboarding process.
The assistant functions as a knowledge hub that can quickly search, retrieve, and synthesize information from both built-in FlowX.AI documentation and custom uploaded documents.
Capabilities
The AI Assistant offers specialized content search functionality across different documentation sources:
Search into FlowX Documentation
- Purpose: Provides answers to questions about the FlowX.AI platform, its features, configuration options, and best practices.
- Documentation Coverage: Accesses a comprehensive repository of approximately 1,000 documentation chunks (318,000 tokens).
- Query Types: Handles direct questions, keyword searches, or general topic inquiries related to the platform.
- Performance: Documentation ingestion takes approximately 12 seconds, with rapid response times for most queries.
- Response Format: Delivers answers in well-formatted markdown for readability.
User Experience
The AI Assistant is easily accessible within the FlowX.AI Platform:
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Access Point: Users can find the AI Assistant in the help section of the platform interface.
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Conversation Interface: The assistant uses a chat-based interface where users can:
- Type natural language questions
- View responses in real-time with markdown formatting
- Follow up with additional questions in a conversational manner
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Document Upload: Users can upload custom documentation through:
- The document upload interface in the assistant section
- Selecting files from their local system
- Providing URLs to documentation resources
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Saved Conversations: Users can reference past interactions, with the assistant maintaining context between sessions.
Anatomy
The AI Assistant architecture follows a sophisticated retrieval-augmented generation approach:
The workflow begins with query refinement, followed by document retrieval and relevance grading. Based on the quality of retrieved information, the system can generate an immediate response, process a more complex response asynchronously, or refuse to answer if no relevant documentation is found.
Top rules for Designer AI Agent prompting
✅ DO the following
Be specific with your questions: Clearly articulate what information you need about the FlowX.AI platform or banking operations. The more specific your question, the more precise the answer will be.
Reference platform components: Mention specific features, modules, or functions you’re asking about to help the assistant retrieve the most relevant documentation.
Provide context: When asking follow-up questions, include relevant context or reference your previous inquiry to help the assistant understand the conversation flow.
Ask about best practices: The assistant can provide guidance on recommended approaches and implementation strategies based on official documentation.
⛔ DON’T do these
Don’t ask about undocumented features: The assistant relies on available documentation and may not be able to provide information about unreleased or undocumented functionality.
Don’t expect troubleshooting of specific implementations: While the assistant can provide general guidance, it cannot debug custom code or analyze specific implementation issues without detailed context.
Don’t assume complete knowledge: If documentation doesn’t cover a particular topic, the assistant may not be able to provide comprehensive information on that subject.
Don’t ask unrelated questions: The assistant is specialized in FlowX.AI platform and banking documentation and may not provide accurate answers on unrelated topics.
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