Getting Started - Using Query Builder

MaiAgent provides a graphical way to construct Query Metadata

Contact Query Metadata Configuration

You can use the "Query Builder" in MaiAgent service to create QueryMetadata graphically. Here's an example of creating Contact Query Metadata:

Step 1: Access the Contacts Area in MaiAgent Backend Service

Contacts Area Entry

Step 2: Configure Settings for the Desired Contact

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

Contact Edit Entry

1. The following screen will appear after clicking

Query Builder Entry

Click directly on Query Builder to enter the graphical interface

Step 3: Select Desired Permissions

1. Select the knowledge bases you want to grant access to, and optionally select specific documents within those knowledge bases

Select Knowledge Base and Documents

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

Tag Filter Settings

You can choose the conditions you want to create, selecting either "OR" (matches any condition) or "AND" (matches all conditions) as the access criteria for documents in the enabled knowledge bases

Message Settings

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

Internal Chat: Select Available Knowledge Permissions

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

You can adjust permissions on the right before sending each different message to manage knowledge access

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 can no longer use the CV file, and the reference library no longer shows CV references:

Reference Library Change: After Removing CV

Permissions can be adjusted before sending each message, affecting what content can be referenced in that round of responses.