SotaAgents User Guide

Welcome to the official user guide for SotaAgents – your AI-powered platform for document analysis, customer service, and knowledge management.

Key features#

1. Knowledge Base Management: Organize internal and external documents via folders, search, and smart filters to power AI training and knowledge access.
2. Research Agent: Upload files and ask complex questions across PDF, DOCX, XLSX, and links. AI returns cited answers and generates manual or auto notes.
3. Customer Service Agent: Create chatbot agents that handle support tickets, fetch product data, and integrate with your CRM system via API.
4. Multi-format Input: Add sources from websites, documents, raw text, or question–answer pairs with just a few clicks.
5. Prompt Customization: Fine-tune agent behavior with clear instructions and role definitions to suit different use cases.
6. Analytics Dashboard: Track token usage, total responses, and model performance via interactive charts.
7. Team Collaboration: Invite members, assign roles, and manage agents together under one organization.

Getting Started#

1. Register & Create Organization: Sign up and set up your team space by creating or joining an organization.
2. Build Your Knowledge Base: Upload documents, web links, or Q&A pairs to train your AI agents and manage your files.
3. Create Your Agents: Choose between Research Agent (for data analysis) or Customer Service Agent (for chatbot support).
4. Use the Chat Interface: Ask questions, upload files, and generate responses. AI will analyze documents and return contextual answers.
5. Configure Settings: Select the AI model, adjust temperature, write prompts, and control how agents respond.
6. Track Usage & Manage Teams: Use the Dashboard to monitor performance, and manage users and roles under Team Settings.

Documentation Sections

1. SotaAgents Overview#

• Introduction

2. Create Your Organization#

• Register & Login
• Create an Organization
• Join an Existing Org
• Organization Settings
• Invite Team Members

3. Build Knowledge Base#

• Create Folder
• Upload Document
• Add Website URL
• Add Documents
• Add Text Input
• Add Q&A Pairs
• Search & Filter Documents
• Grid/List View Toggle

4. Create Agents#

• Agent Types
  • Research Agent
  • Customer Service Agent
• Name & Description
• Choose Model
• Set Prompt Instructions

5. Research Agent Tools#

• Upload & Ask from Files
• Document Preview
• Create Manual Notes
• AI Notes (Auto)
• Note History & Search
• Delete or Edit Notes

6. Customer Service Agent Tools#

• Try My Chatbot
• Data Source
• Embed on Site
• Share URL
• Chat Logs
• CS Settings
• Delete

7. Agent Settings#

• LLM Model & Token Limit
• Temperature Control
• Pre-instructions
• Interface Customization
• Agent ID & Metadata

8. Dashboard#

• Token Usage (Input/Output)
• Total AI Responses
• Chatbot Performance
• Usage Trends
• Export Data

9. User & Team Management#

• Invite Team Members
  • Email
  • Role Management
• Search Members

10. Coming Soon#