Conversazione
Inizia una conversazione
Seleziona una sessione o creane una nuova per interagire con l'agente.
Pratiche
Gestisci le pratiche di mutuo e i documenti associati
Nuova Pratica
Sessioni
Gestisci le sessioni attive e lo storico conversazioni
Nuova Sessione
Templates
Knowledge Base Sources
Template Name
Select a template to view details
Knowledge Base
Upload, ingest, and build knowledge bases
Raw Documents
Structured Documents
Ingested outputBatch Ingestion
Select files in the and click "Ingest Selected" to start a batch.
Ingestion Batches
Build a Knowledge Base
Select ingested documents, configure parameters, then create & build.
Questionnaires are automatically included with their parent books. Leave all unchecked to include everything.
Existing Knowledge Bases
Build Jobs
Questionnaires are automatically included with their parent books. Leave all unchecked to include everything.
Questionnaire Metadata
Edit classification fields by hand (bank, organization, product, document type, description). Saving a material change marks affected KBs as STALE and overlays the structured JSON on disk.
Ingested Questionnaires
Assistants
Manage AI assistant configurations
New Assistant
Prompt Templates
Manage system prompt templates for assistants
New Template
{{session_context}} and {{taxonomy}} as placeholders for dynamic runtime data.Aggiornamenti Prodotto
Bulletin attivi — override prioritari sulla Knowledge Base