📚Managing enterprise data

As an administrator in Lampi AI, you have the ability to manage the context for the entire organization, ensuring that all data is organized, accessible, and secure or let each member (or specific members) manages her/his own context.

You can manage your context or enterprise data directly from a workspace or from "Files" in the Lampi homepage (for more, add context)

You can manage your:

  • Files: you can upload any files.

  • Integrations: you can manage context from each authorized application.

  • Website(s): You can also add websites that Lampi can access and use.

  • Notes: You can choose the notes to use. Notes are your personal notes or AI outputs you decided to save.

Upload documents:

You can upload any documents directly from a workspace you have previously created (for more, organization your space).

In a chat, select "Context/notes" to start adding your documents. You can choose and upload the documents you wish to work with in this space.

This process integrates your chosen documents into your Lampi workspace, making them readily accessible for AI interactions and collaborations. Depending on the size and type of the document, Lampi can take a few minutes to process them.

Connect your applications

Lampi integrates with a wide range of third-party apps, allowing you to streamline your workflows and collaborate more efficiently.

To connect a third-party app with Lampi, go to your settings and select "Connectors."

  1. Navigate to connectors: Go to the "Connectors" section in the left corner of your admin homepage. This is where you will manage the integration of various applications with Lampi AI.

  2. Connect your applications: In the Connectors section, you can link your organization’s applications, such as Google Drive, Sharepoint, Slack, etc. Click on the relevant application to start the connection process.

  3. Select relevant folders or documents: Once your application is connected, select the specific folders or documents that you want to sync with Lampi AI. This ensures that only the relevant data is integrated into your workspace.

  4. Sync Data: After selecting the folders or documents, initiate the sync process. Lampi AI will start indexing the selected data, making it searchable and accessible within the platform.

Connect websites

You can add websites directly from a workspace or from "Files" in the Lampi homepage.

  1. Simply enter the full URL of the website you wish to connect.

  2. Click on the "+ Add" button to proceed.

  3. Confirm your action by clicking the appropriate button in the confirmation.

Once confirmed, Lampi will begin the process of indexing the entire website. This means that all accessible pages and content from the website will be made searchable within your Lampi workspace and useable for your AI agents.

The indexing process can take some time depending on the size and complexity of the website. Lampi ensures that all textual data is indexed, making it easy to search and retrieve information as needed.

After the indexing is complete, the website’s content will be fully integrated into your Lampi AI instance. You can now search through the website’s content using Lampi’s advanced search capabilities.

This feature is particularly useful for gathering research, monitoring industry news, or keeping track of competitors, as you have all relevant web-based information readily available in your workspace.

Creating workspaces by context

You can create workspaces with different context.

For example, you might create workspaces for different projects, departments, or teams.

Within each workspace, organize the data to reflect the specific context. This could include categorizing documents, setting up relevant folders, and ensuring that all necessary information is easily accessible.

Authorizing access for employees or teams

  1. Set workspace access: For each workspace, determine which employees or teams should have access. Go to the permissions settings to manage access rights.

  2. Set permissions: Assign the appropriate access levels to the relevant employees or teams. You can specify who can view, edit, or manage the content within each workspace.

For more, permissions and roles.

Example

  1. Connecting Google Drive:

    • Go to "Connectors" and select Google Drive.

    • Authorize the connection and select the relevant folders for sync.

    • Sync the data and monitor the status to ensure all selected content is indexed.

  2. Creating a marketing workspace:

    • Define a new workspace named "Marketing".

    • Organize documents and folders related to marketing campaigns, strategies, and reports.

  3. Authorizing Marketing team:

    • Set permissions so that only the marketing team has access to the "Marketing" workspace. Employees outside the marketing department won't have access.

    • Assign edit permissions to team leaders and view permissions to other team members.

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