Building and using specialists
A specialist is a colleague Andri consults, built from files and folders in your company knowledge base. Andri asks it whenever a question calls for what it knows, or when you name it with @ in the chat. The specialist gives Andri direction and references to its files, and Andri uses them in its answer to you.
Specialists are part of the Business plan.
Before you start
Put the documents the specialist should learn from in your company knowledge base, and wait until they have finished processing.
Create a specialist
Any member of your firm can create a specialist from the files and folders they have access to.
In the top bar, open Explore and choose Specialists.
Click New specialist.
In Name, enter a short name of two or three words, such as "Employment law".
In When should Andri consult it?, write one line that says what the specialist knows and when it is the right one to ask. Andri uses this line to decide when to consult the specialist.
Optionally, add Notes for the build, for example how your firm uses these documents.
Under What it learns from, choose the files and folders. A folder brings everything inside it, including its subfolders.
Click Build specialist.
Andri reads every file and writes the specialist its own instructions, called the brief. This takes a few minutes, and you can leave the page while it runs. The specialist shows Building, then Ready.
Start from the knowledge base
You can also start from documents you have already selected in the company knowledge base.
In the company knowledge base, select the documents.
Click Assign to specialist.
Choose New specialist to open the form with these files already chosen, or pick an existing specialist to add the files to it.
Adding files to an existing specialist starts a rebuild. The person who created the specialist, or a company admin, can add files to it.
Use a specialist in the chat
Andri uses your specialists automatically. On every question, Andri sees your firm's specialists with their one-line descriptions and consults the ones that fit.
To ask a particular specialist:
In the chat, type @.
Press the right or left arrow key, or click the arrow in the menu header, until the menu shows Specialists.
Choose the specialist and finish your question.
Andri then consults that specialist before answering. The work a specialist does counts toward the credits of that message; see Understanding credit usage.
Who can see and change a specialist
Specialists belong to the whole firm, and the folder permissions of your knowledge base apply to them.
Colleagues see the specialists built from knowledge base folders they have access to. Company admins see every specialist. See Organising the knowledge base with folders and access levels.
The person who created a specialist, or a company admin, can rebuild it, edit its brief or delete it. Everyone can read its brief.
Keep a specialist up to date
A specialist knows its files as they were at its last build. Rebuild it when the documents have changed, when you add new documents to a folder it learned from, or when you want it to learn from different files.
Open the specialist on the Specialists page.
Click Rebuild.
Optionally, edit When should Andri consult it? and describe What changed? so the build knows what to look for.
Under Sources, choose Keep the current files and folders, or Choose different files and folders to replace the whole selection.
Click Rebuild.
A rebuild writes a new brief, which replaces any edits made to the previous one.
Edit the brief
The brief is the specialist's own set of instructions, written by the build. Edit it when you want the specialist to work differently without rebuilding it.
Open the specialist on the Specialists page.
Change the text under The brief.
Click Save brief.
The specialist follows your version from the next question on.
Delete a specialist
Open the specialist on the Specialists page.
Click Delete.
Click Delete specialist to confirm.
The specialist and its brief are removed. Your knowledge base documents stay as they are.