Filter knowledge

OpenRAG's knowledge filters help you organize and manage your knowledge base by creating pre-defined views of your documents.

Each knowledge filter captures a specific subset of documents based on given a search query and filters.

Knowledge filters can be used with different OpenRAG functionality. For example, knowledge filters can help agents access large knowledge bases efficiently by narrowing the scope of documents that you want the agent to use.

Built-in filters

When you install OpenRAG, it automatically creates an OpenRAG docs filter that includes OpenRAG's default documents. These documents provide information about OpenRAG itself and help you learn how to use OpenRAG.

When you use the OpenRAG Chat, apply the OpenRAG docs filter if you want to ask questions about OpenRAG's features and functionality. This limits the agent's context to the default OpenRAG documentation rather than all documents in your knowledge base.

After uploading your own documents, it is recommended that you create your own filters to organize your documents effectively and separate them from the default OpenRAG documents.

Create a filter

To create a knowledge filter, do the following:

1. Click Knowledge, and then click Knowledge Filters.

2. Enter a Name and Description, and then click Create Filter.

   By default, new filters match all documents in your knowledge base. Modify the filter to customize it.

3. To modify the filter, click Knowledge, and then click your new filter. You can edit the following settings:

   • Search Query: Enter text for semantic search, such as financial reports from Q4.
   • Data Sources: Select specific data sources or folders to include.
   • Document Types: Filter by file type.
   • Owners: Filter by the user that uploaded the documents.
   • Connectors: Filter by upload source, such as the local file system or a Google Drive OAuth connector.
   • Response Limit: Set the maximum number of results to return from the knowledge base. The default is 10.
   • Score Threshold: Set the minimum relevance score for similarity search. The default score is 0.

4. To save your changes, click Update Filter.

Apply a filter

• Apply a global filter: Click Knowledge, and then enable the toggle next to your preferred filter. Only one filter can be the global filter. The global filter applies to all chat sessions.

• Apply a chat filter: In the Chat window, click Filter, and then select the filter to apply. Chat filters apply to one chat session only.

Delete a filter

1. Click Knowledge.

2. Click the filter that you want to delete.

3. Click Delete Filter.