Gen AI How-To Guides

Use these guides to build and manage AI-powered applications in AI Factory’s Gen AI capabilities.

These how-to guides cover day-to-day tasks for configuring your AI Agents (Assistants and Structures), integrating external data sources, managing Rulesets, and more.

Where to start

Working with Data Sources

Best practices and management

Configure Data Sources in Gen AI Builder

How to configure Data Sources in Gen AI Builder to ingest content for AI Factory Pipelines and Knowledge Bases.

Configure the Data Lake in Gen AI Builder

How to configure the Data Lake in Gen AI Builder to support content storage and AI pipelines.

Create Assistant

How to create an Assistant in Gen AI Builder and configure it to deliver AI-powered conversational experiences.

Create Knowledge Base

How to create a Knowledge Base in Gen AI Builder to organize content from your Libraries for AI applications.

Create Retriever

How to create a Retriever in Gen AI Builder to control how your Assistants retrieve information from Knowledge Bases.

Create Ruleset

How to create a Ruleset in Gen AI Builder and define Rules to guide Assistant behavior.

Create Structure

How to create a Structure in Gen AI Builder by deploying an agent, pipeline, or workflow from a Zip file.

Create Tool

How to create a Tool in Gen AI Builder by deploying a Tool from a Zip file.

Configure an Atlassian Confluence data source

How to configure an Atlassian Confluence data source in Gen AI Builder to ingest content from Confluence spaces and pages.

Configure a Custom data source

How to configure a Custom data source in Gen AI Builder using a PG.AI Structure to ingest data from proprietary systems.

Configure a Data Lake data source

How to configure a Data Lake data source in Gen AI Builder to ingest files from your platform-managed Data Lake.

Configure a Google Drive data source

How to configure a Google Drive data source in Gen AI Builder to ingest files from Google Drive folders into your Knowledge Bases.

Configure an Amazon S3 data source

How to configure an Amazon S3 data source in Gen AI Builder to ingest files from S3 buckets into your Knowledge Bases.

Configure a Web Page data source

How to configure a Web Page data source in Gen AI Builder to ingest content from publicly accessible websites.

Best practices for Hybrid Knowledge Bases

How to design Hybrid Knowledge Bases in Gen AI Builder using structured and unstructured columns effectively.

Manage Knowledge Bases in Gen AI Builder

How to view, edit, refresh, and delete Knowledge Bases in Gen AI Builder.

View and manage Threads in Gen AI Builder

How to view and manage Threads in Gen AI Builder to analyze conversation history and Assistant behavior.

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