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# How To

Prerequisites

  • Access to the Purple Fabric platform.
  • Published Conversation Agents (Skills) and Knowledge Gardens available in the library.
  • Included as a resource to be used with Enterprise GPT

# Step-by-Step Guide


1. Accessing the Module

  • Log in to the Purple Fabric application.
  • Navigate to the EnterpriseGPT module from the left-hand navigation pane.

2. Adding Resources (Skills & Knowledge)

  • Click the "Add Resources" button (usually represented by a + or distinct icon near the input bar or top header).
  • A drawer or modal will open listing available assets.
  • Toggle the specific Skills (Agents) or Knowledge Gardens you wish to include in the current context.

3. Using the Chat Interface

  • Input: Type your query in the chat bar.
  • Attachments: Use the paperclip icon to upload files (PDF, CSV, Excel) for analysis.
  • Execution: EGPT will route the request to the attached Skill or Knowledge Garden and provide a unified response.

4. Managing Chat History

  • View History: Previous conversation threads are listed in the Left Panel sorted by date (Today, Yesterday, Previous 7 Days).
  • Locate Past Communications: To search for your past interactions, use the search field located in the conversation sidebar. You can use the "Has attachment" toggle if you specifically need to find conversations with attachments.

5. Viewing Governance Metrics

  • Navigate to the Governance tab.
  • Review Message Logs for granular details on input/output tokens, latency, and costs.

Example
A user working in the “Regulatory Compliance” workspace opens session settings, attaches the Compliance Policy EKG and selects the Policy Interpretation and Risk Assessment skills. When they query: “Summarize the new guidelines for AML procedures,” EGPT retrieves the relevant sections from the Compliance Policy EKG and applies both skills to generate a compliant, context-rich summary.

# Uploading and Using On-Demand Files

Purpose
Allows users to upload files during an active EGPT session so the system can extract, interpret, and use their contents for query responses, without requiring prior ingestion into an Enterprise Knowledge Garden (EKG).

Steps

  1. Access File Upload

    • In the active EGPT session, select the File Upload option.

  2. Select File(s)

    • Choose the file(s) from your local system that you want EGPT to process.
    • Supported formats include those defined in platform specifications for on-demand processing.

  3. Confirm Upload

    • Ensure the file(s) are successfully uploaded.
    • Uploaded files are session-scoped and not persisted beyond the active session.

  4. Submit Query

    • Type your question or instruction referring to the uploaded file(s).
    • EGPT processes the request using the file content alongside any active EKGs, skills, and connectors.

  5. Review the Output

    • Examine the response generated.
    • If required, refine your query for more targeted results.

Example
In a contract review session, a user uploads a PDF of a new vendor agreement. They type: “Highlight all clauses related to data privacy.” EGPT processes the PDF content on-demand, applies any active legal review skills, and returns a list of identified clauses with their clause numbers.

# Enabling and Using Web Search

Purpose
Allows users to enable and use web search within an EGPT session so the system can retrieve and incorporate external, up-to-date information into responses when required.

Steps

  1. Access Web Search Option

    • In the active EGPT session, click the Web Search button or configuration setting.

  2. Enable Web Search

    • Turn on web search for the current session.
    • Once enabled, EGPT can query external sources in addition to any active Enterprise Knowledge Gardens (EKGs) and skills.

  3. Enter Your Query

    • Type your question or request as usual.
    • If relevant information is not found in active internal sources, EGPT retrieves from the web.

  4. Review Combined Results

    • EGPT merges web search findings with internal sources for a comprehensive response.
    • All web-sourced content is included in the response trace for transparency.

  5. Disable When Not Needed

    • Turn off web search if only internal knowledge should be used for the session.

Example
A financial analyst enables web search in EGPT and types: “Summarize the latest monetary policy changes by the US Federal Reserve.” EGPT retrieves recent updates from trusted online sources, combines them with the bank’s internal EKG context, and returns a unified, evidence-backed summary.