Start Building—Using the Query Builder

Configure Query Metadata by selecting options in the backend Query Builder, covering contact-level and per-message settings for internal Q&A

The Query Builder provides a graphical way to configure Query Metadata: use checkboxes instead of JSON, making it suitable for manual management in the backend. Its two entry points correspond to the two levels described on the overview page:

• Edit Contact → Configure the knowledge scope for all conversations with that user (contact level)

• Internal Q&A → Select the knowledge scope before sending each message (message level)

If you need nested label conditions or want to configure settings through an API or embedded code, use the JSON format. Both methods produce equivalent settings.

Contact-Level Settings

Step 1: Open the Contacts Area in the Backend

Contacts area entry point

Step 2: Edit a Contact and Open the Query Builder

Find the contact you want to configure and click Edit:

Edit Contact entry point

On the edit screen, click Query Builder to open the graphical interface:

Query Builder entry point

Step 3: Select the Scope to Allow

Select the knowledge bases to allow. Expand a knowledge base to select only some of its documents:

Select knowledge bases and documents

To filter by label, click Show Label Filters to expand the label condition settings:

Label filter settings

Combine label conditions with OR (match any label) or AND (match all labels) to further filter documents within the selected knowledge bases. This has the same semantics as label_relations in the JSON format.

Internal Q&A: Per-Message Settings

When members use Internal Q&A, they can select the knowledge scope that each message may reference from the menu on the right side of the interface (that is, message-level Query Metadata):

Internal Q&A: select available knowledge permissions

You can also use Show Label Filters to configure label conditions.

You can adjust the settings before sending each message. They affect only the content that the response in that turn can reference. Message-level settings take precedence over contact-level settings (see Resolution Order).

Demonstration

When the CV, SOP, and survey files are selected, the AI can reference all three:

Available document list

Selected document status

Before sending the next message, clear the CV checkbox:

Example of clearing a document selection

The AI can no longer use the CV file, and the reference list no longer displays the CV:

Reference list after removing the CV