Supercharging Mates with Knowledge (Overview)

Giving Your Mates a Deeper Understanding

While Mates learn from conversation history and their instructions, the "Mate Knowledge" feature provides a powerful way to give them access to specific, persistent information. By attaching relevant files directly to a Mate, you create a private knowledge base that enhances their expertise and allows them to provide more accurate, contextually relevant responses across all their conversations.

What is Mate Knowledge?

Mate Knowledge allows you to upload files (like documents, spreadsheets, presentations, text files) directly to the configuration of specific Mates (currently Native and Assistant Mates). These files become part of the Mate's private knowledge base.

Key Characteristics:

• Persistent: Unlike files attached in a single conversation, knowledge files remain available to the Mate across all Chats and Collabs it participates in.

• Private: Files attached via Mate Knowledge are only accessible to that specific Mate, ensuring confidentiality. They are not visible to other Mates or users in the conversation unless the Mate explicitly shares information derived from them.

• Contextual: The Mate automatically leverages relevant information from its knowledge files when answering questions or performing tasks, similar to how it uses RAG (Retrieval-Augmented Generation) with conversation attachments.

Why Use Mate Knowledge? Benefits Explained

Using Mate Knowledge offers significant advantages over simply attaching files in conversations:

1. Enhanced Expertise: Equip Mates with specialized knowledge like glossaries, internal procedures, product specifications, technical documentation, or market reports, making them true subject matter experts.

2. Improved Accuracy & Consistency: Ensure Mates consistently use approved information, terminology, and guidelines stored in their knowledge base.

3. Increased Contextual Relevance: Mates can draw upon a broader base of relevant information, leading to more insightful and tailored responses.

4. Enhanced Security & Privacy: Keep sensitive documents confidential by attaching them directly to a specific Mate, preventing exposure in general conversation history accessible by others.

5. Token Optimization: For frequently referenced documents, attaching them via Mate Knowledge is often more token-efficient than repeatedly uploading them in conversations, potentially reducing costs.

Mate Knowledge vs. Conversation Attachments

How to Add Files (Brief Overview)

You manage a Mate's knowledge files via its configuration settings:

1. Navigate to "Manage Mates" > "Organization's Mates".

2. Select the Native or Assistant Mate you want to enhance.

3. Go to the "Knowledge" tab.

4. Use the options to upload, describe, and manage the files in the Mate's private knowledge base.

A detailed guide on managing files in Mate Knowledge is provided in a separate article: How to Add and Manage Files in Mate Knowledge

Example Use Cases

• Customer Support Mate: Attach FAQs, troubleshooting guides, and product manuals.

• HR Mate: Provide company policies, employee handbooks, and benefits information.

• Technical Writer Mate: Upload style guides, terminology lists, and product documentation templates.

• Sales Assistant Mate: Attach product brochures, pricing sheets, and competitor comparison charts.

• Legal Analyst Mate: Provide relevant case law summaries, internal legal guidelines, or contract templates (ensure compliance with data handling policies).

Conclusion

The Mate Knowledge feature is a powerful tool for significantly enhancing the intelligence, accuracy, and contextual awareness of your Native and Assistant Mates. By strategically building private knowledge bases for your Mates, you can transform them into highly specialized and efficient collaborators tailored to your organization's specific needs, all while maintaining control over information privacy and optimizing costs.