DataAgent (OnPremise)
DataAgent (OnPremise)
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DataAgent (OnPremise)iDACreation and Configuration for iDATemplate Center
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Download PDFCopy pageDownload PDFThe template management capabilities of iDA support unified retrieval, viewing, and maintenance of templates. Users can quickly locate the desired template based on information such as template name and scene, and perform corresponding operations in combination with the different states of the template, such as viewing, editing, starting and stopping, recommending, or adjusting the scope of disclosure. With this ability, you can transform common questioning methods and analysis experiences into retrievable, manageable, and sustainably optimized template assets, enhancing template reuse efficiency and team collaboration.
- Before using the Template Center, please log in to iDA and confirm that you have access to the target agent.
- The templates displayed on the page and the available operations are subject to the current account authority; templates without agent management authority cannot be edited or deleted;
- Public templates can be viewed and used by members of the same agent, while undisclosed templates can only be seen by themselves.
- The recommended template is only for official iDA, and is not supported by other agents for the time being.
All templates are displayed in the template center in the form of tabs. Search by template name is supported. In iDA, you can filter and view All Templates/Featured Templates/My Favorites/Created by me Type. After selecting a specific template, move the mouse to click the Use Template button to use:
- All Templates: including Featured Templates, My Favorites and Created by me, is a collection of other three types of templates;
- Featured templates: preset templates for the system, which can be directly selected and used for Q & A on demand, which is convenient and fast;
- My Favorites: save the templates that are often used, so that you don't need to find them again when it is convenient to use;
- Created by me: Manage the Created by me, you can choose whether to make them public, and other users can use them directly after making them public.
In the center of the template, move the mouse into the created template, and click the Use button to directly ask questions about the pre-made template. The following operations are also supported:
Action item | Explain |
|---|---|
Edit template | Click on the specific template, the system will pop up the template preview, and click the edit button to modify the content, configuration or style of the current template; |
Collection | Click on the specific template, the system pops up the template preview, and click the Favorites button to add the template to personal favorites, which is convenient for subsequent quick search and reuse; |
Share template | Copy the template link on the template preview page that pops up from the system and share the template; |
Delete template | On the template preview page popped up by the system, remove the current template from the list and no longer continue to use it; tip After deleting a template, it will no longer be available. Please confirm the scope of influence before proceeding. |
Add skills | Support adding skills to the template on the template preview page, click the skills button at the bottom left of the preview page, and enter or select relevant skills into the instruction template; |
Enable networking | Enable the networking capabilities of the template to access external network resources or data. |
Copy template | In the lower right corner of the template preview page, click the Copy Template button to copy an identical template under the Template Center. |
Submit | After entering the instructions and variable parameters according to the requirements on the template preview page, you can click the Initiate a Question button to ask questions to the agent. |
Log in to the agent, select the agent, click to enter the agent use page, click the Create button in the Template Center below the Q & A, create a new template, and fill in the New Template configuration item. The following is the configuration item description:
Configuration item name | Explain |
|---|---|
Name | The title of the template for identification and search. |
Description | A short description of the template's purpose or applicable scenarios to help other users understand. |
Application scenario | Select the business scenario for which the template is applicable, and support multiple selection. Scenario types include: data analytics, index attribution, trend analysis, semantic induction, knowledge Q & A, research analysis, program planning, caliber query, asset search, document writing, data processing, and others. |
Make public | When turned on, the template is visible to all members of the same agent; when turned off, it is visible only to itself. |
Cover | The cover of the template can be added, and pictures can be uploaded. |
Is it recommended? | After opening, the template will be displayed in the recommended area of the template list, which is convenient for promoting high-quality templates. |
User command | Preset question or task instructions. Support manual scribing to add parameter variables (such as marking variable positions with |
Parameter variable | The table is used to define variables in user instructions, and each row corresponds to a variable.
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