Getting Started—Using the "Query Builder"

Contact Query Metadata Configuration

You can use the "Query Builder" in the MaiAgent service to graphically create query metadata. Here's an example of creating contact query metadata:

Step 1: Enter the Contacts Area in the MaiAgent Backend Service

Contacts Area Entry

Step 2: Configure the Desired Contact

1. Find the contact that needs configuration and click Edit

Contact Edit Entry

1. After clicking, the following screen will appear

Query Builder Entry

Click the Query Builder directly to enter the graphical interface

Step 3: Select the Permissions You Want to Grant

1. Check the knowledge bases you want to grant access to, or optionally select specific documents within that knowledge base

Select Knowledge Bases and Documents

1. If you want to grant access to documents with specific tags, click "Show Tag Filter" to open the tag configuration space

Tag Filter Configuration

Here you can select the criteria you want to create, choosing "OR" (meets any condition) or "AND" (meets all conditions) as the document access standard within the granted knowledge bases

Message Configuration

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

Internal Conversation: Select Available Knowledge Permissions

You can also use "Show Tag Filter" to configure tag filtering conditions

Before sending each different message, you can still modify the right-side permissions for knowledge management

Available Documents List

Selected Documents Status

Currently able to reference three files: CV, SOP, and Survey

After unchecking CV in the next message and sending again:

Example of Unchecking Document

The Agent will no longer be able to use the CV file, and the citation library will not display CV citations:

Citation Library Change: After Removing CV

Permissions can be adjusted before sending each message, affecting the content that can be cited in that round's response.

Pre-configuration When Loading Web Chat

MaiAgent provides the ability to pre-configure query metadata before Web Chat formally initializes. If you want to restrict conversation content before contact (e.g., when providing Web Chat services to customers without registered contact accounts), you can provide query metadata during embedding, and the system will enable message-level knowledge base document filtering mechanism by default.

For Web Chat configuration, please refer to: Technical Manual: Getting Started—Using JSON Format

You can also use JSON format to construct query metadata, please refer to Technical Manual: Getting Started—Using JSON Format