Introduction

Data Sources in Cognipeer allow you to connect your Peers with external datasets and systems, enabling them to access, retrieve, and utilize information from various sources in real-time. Whether it's fetching customer data from a CRM, accessing product catalogs from an e-commerce platform, or retrieving documents from internal databases, data sources play a critical role in enhancing the knowledge and capabilities of your Peers.

What is a Datasource?

A Datasource is any source of information that a Peer can use to answer questions, provide insights, or perform tasks. In Cognipeer, you can connect various types of data sources, such as:

• Files (e.g., PDFs, Word documents)
• Websites (e.g., public or private web pages)
• Custom APIs (e.g., data from your internal systems)

These data sources are essential for training and enhancing the capabilities of your Peers, allowing them to provide more accurate and relevant responses. However, in order for a Peer to effectively use the data from these sources, they must be trained on the specific data, and the Knowledgebase Action must be connected to the Peer. Without this connection and training process, the data source will not be usable by the Peer.

Types of Data Sources

Cognipeer supports several types of data sources, each with its own use case:

1. Files: Upload documents like PDFs, Word files, or spreadsheets. These files can be used by Peers to extract information and answer questions based on the content.
2. Websites: You can connect entire websites or specific web pages. This is useful for Peers that need to pull information from online resources.
3. Custom APIs: If you have internal systems or databases, you can connect them via custom APIs. This allows Peers to access real-time data from your organization's systems.
4. Confluence: Integrate with Confluence to allow Peers to access your organization's knowledge base.
5. YouTube: Peers can also extract information from YouTube videos by analyzing transcripts or metadata.

How to Add a Datasource

Adding a datasource in Cognipeer is a straightforward process. Follow these steps to connect a new datasource to your Peer:

1. Navigate to the Datasource Section: From the dashboard, click on the Datasource tab.
2. Click 'Add Datasource': This will open a form where you can specify the type of datasource you want to add.
3. Select the Datasource Type: Choose from the available options (File, Website, Web Page, Confluence, YouTube, Custom API).
4. Enter Datasource Information: Depending on the type of datasource, you will need to provide specific details such as file upload, URL, or API credentials.
5. Choose Peer for Datasource: Select which Peer(s) you want to connect this datasource to.
6. Save: Once all the information is filled out, click Save to add the datasource.

Managing Existing Data Sources

Once a datasource is added, you can manage it by following these steps:

1. View Datasource List: Go to the Datasource tab to see all the data sources connected to your Peers.
2. Edit or Remove Datasources: Click on a datasource to view its details. You can edit the information or remove the datasource if it's no longer needed.
3. Connect Datasource to Multiple Peers: You can also connect a single datasource to multiple Peers by selecting the relevant Peers from the list.

Best Practices for Datasource Management

• Keep Data Sources Updated: Ensure that your data sources are regularly updated to provide the most accurate and relevant information to your Peers.
• Use Relevant Data: Only connect data sources that are directly relevant to the tasks your Peer is expected to perform. This will improve the quality of responses.
• Monitor Data Usage: Regularly check how your Peers are using the data sources and make adjustments as needed.