Getting Started - Using the Query Builder

Contact Query Metadata Configuration

You can use the "Query Builder" in the MaiAgent service to create query metadata through a graphical interface. Here is an example using contact query metadata:

Step 1: Navigate to the Contact Section in the MaiAgent Backend

Contact section entry point

Step 2: Configure the Desired Contact

1. Find the contact you want to configure and click Edit

Contact edit entry point

2. After clicking, the following screen appears

Query Builder entry point

Click the Query Builder to enter the graphical interface

Step 3: Select the Permissions to Grant

1. Check the knowledge bases you want to open, or selectively check specific documents within a knowledge base

Select knowledge bases and documents

2. To open documents based on specific tags, click "Show Tag Filters" to open the tag configuration area

Tag filter settings

You can select the condition logic here: choose "OR" (match any condition) or "AND" (match all conditions) as the document access criteria within the opened knowledge bases

Conversation Settings (Message)

You can also use the right-side menu shown below to select the knowledge permissions to grant:

Internal conversation: Select available knowledge permissions

You can also use "Show Tag Filters" to configure tag filter conditions

You can still modify the right-side permissions for knowledge management before sending each different message

Available document list

Selected document status

Currently, three files are available for reference: CV, SOP, and Questionnaire

After unchecking the CV in the next message and sending:

Unchecking a document example

The Agent can no longer use the CV file, and the reference library no longer shows CV citations:

Reference library change: After removing CV

You can adjust permissions before sending each message, affecting the content that can be cited in that round of responses.

Pre-Configuration During Web Chat Initialization

MaiAgent provides the ability to pre-configure query metadata before Web Chat is officially initialized. If you want to restrict conversation content before the contact is identified (e.g., when providing Web Chat service to customers who have not registered a contact account), you can provide query metadata during embedding, and the system will enable the message-level knowledge base document filtering mechanism by default.

For Web Chat configuration, see: Technical Manual: Getting Started — Using JSON Format

You can also use JSON format to construct query metadata. See Technical Manual: Getting Started—Using JSON Format