Note – for the updated experience: This guide covers the updated AutogenAI experience. The new design is being rolled out gradually, so if your screen looks different from the steps below, your organisation may not have the update yet.
Choose the content AutogenAI can draw on for your bid.
Each project has its own Project Library – the content the AI uses for that bid. You can pull in sources from your organisation's Knowledge Hub (your wider, shared content) or upload files straight from your desktop.
This guide shows you how to set up your Project Library and tell the AI which content to use.
Set it up when you create a project
- Step 4 of the Create a Project wizard lets you connect Knowledge Hub sources, or upload files from your desktop, to start building your Project Library.
- You can skip this and come back to it at any time.
Add sources to your Project Library
- In your project, open the Project Library tab in the left-hand navigation.
- Click 'Add sources'.
- Choose 'Connect knowledge hub' to bring in existing content, or 'Upload sources' to add files from your desktop. You can also 'Create folder' to keep things organised.
Choose what to connect
- Tick the libraries, folders, files or datasets you want to use – you can select any mix of these.
- Select 'Confirm selection'.
Tell the AI what to use
- Your connected content appears under the Knowledge tab wherever you select sources – in activities, the Assistant, AskAI and Transformations.
- Tick the items you want the AI to use for that action, then apply your selection.
- You can choose between All, Knowledge and Web Search as providers. These selections apply only to that action or session.
Good to know
- Project Library is the content for a single project; the Knowledge Hub is your organisation's wider, shared content. (These were previously both referred to as the Library.)
- You can add or change your sources at any time, not just when you first create the project.
- You can upload common document types (PDF, Word, Excel, PowerPoint, CSV, TXT and more), up to 2 GB per file.
If something isn't working
- Your connected content isn't being used in an activity: open the Knowledge tab in that action and tick the items you want the AI to use.
- A file won't upload: check it's a supported type and within the 2 GB limit, then try again.
- You can't see the Project Library tab: make sure you're inside a project and have access to it.
If you need a hand, get in touch with our Support team.