Knowledge Base Tutorial

Below, we will present detailed instructions for using Cherry Studio step-by-step.

Add Embedding Model

  1. Find the model in the model management service, you can quickly filter by clicking "Embedding Model";

  2. Find the required model and add it to My Models.

  3. For Parley API users, this will be text-embedding-3-large.

Create Knowledge Base

  1. Knowledge Base Entry: On the left toolbar of Cherry Studio, click the knowledge base icon to enter the management page;

  2. Add Knowledge Base: Click "Add" to start creating a knowledge base;

  3. Name: Enter the name of the knowledge base and add an embedding model. In this case, we recommend text-embedding-3-large.

Add Files and Vectorize

  1. Add Files: Click the "Add files" button to open the file selection;

  2. Select Files: Choose supported file formats, such as pdf, docx, pptx, xlsx, txt, md, mdx, etc., and open them;

  3. Vectorization: The system will automatically perform vectorization. When it shows "Completed" (green ✓), it means vectorization is finished.

Add Data from Multiple Sources

Cherry Studio supports multiple ways to add data:

  1. Folder Directory: You can add an entire folder directory, and supported format files within that directory will be automatically vectorized;

  2. Website Link: Supports URL links, such as https://llm.theparley.org.

  3. Plain Text Note: Supports entering custom content in plain text.

Tips:

  1. Illustrations in documents imported into the knowledge base currently do not support conversion to vectors and need to be manually converted to text;

  2. Using a website as a knowledge base source may not always succeed. Some websites have strict anti-crawling mechanisms (or require login, authorization, etc.), so this method may not always obtain accurate content. It is recommended to test with a search after creation.

Import Past Chats from ChatGPT

Search Knowledge Base

Once files and other data are vectorized, you can query them:

  1. Click the "Search Knowledge Base" button at the bottom of the page;

  2. Enter the query content;

  3. The search results will be displayed;

  4. And the matching score for each result will be shown.

Cite Knowledge Base in Conversation to Generate Replies

  1. Create a new topic. In the conversation toolbar, click "Knowledge Base," which will expand the list of created knowledge bases. Select the knowledge base you want to cite;

  2. Enter and send your question, and the model will return an answer generated from the retrieval results;

  3. At the same time, the cited data source will be attached below the answer, allowing quick access to the source file.

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