Overview #
Welcome to the Papercare help section. This guide explains how to use the My Intelligence feature. My Intelligence allows you to create a knowledge base by adding links, files, or text, enabling AI to answer questions based on your uploaded information.
Step 1: Open My Intelligence #
From the left navigation panel in the Firm Dashboard or Client Dashboard, click on “My Intelligence.”
This will open the My Intelligence page.
Step 2: Add New Intelligence #
Click the Add New button.
This will open the Add Intelligence window.
Step 3: Enter Intelligence Details #
Provide the required information for the intelligence.
Enter the Title.
Select a Category from the following dropdown options:
Analytics
Operations
Finance
Marketing
Business
Others
Enter a brief Description of the intelligence.
Step 4: Add Sources #
Under the Sources section, add the information you want AI to reference.
You can add:
Link
File
Text
You can add multiple links and files as required.
Step 5: Submit the Intelligence #
After entering all the required information, click Submit.
The intelligence will be added and displayed on the right side of the My Intelligence page.
Step 6: Use the Intelligence #
Click the Use button next to the required intelligence.
This will open the chat screen, where you can ask questions based on the uploaded links, files, and text.
Step 7: Edit or Delete Intelligence #
To update an existing intelligence, click the Edit button.
To remove an intelligence, click the Delete button.
If you have any further questions or need additional assistance, please contact our support team.