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How to Train a Heynet Assistant

September 19, 2024

Written by: tmsite

How to Train a Heynet Assistant

How to Train a Heynet Assistant

How to Train a Heynet Assistant:

  1. Prepare Your Document:
    • Choose a document in one of the supported formats: PDF, TXT, CSV, or Excel.
    • Ensure the document is well-structured and contains the information you want the AI to analyze and respond to.
  2. Upload the Document:
    • Log in to your Heynet account.
    • Navigate to the trained agent you want to use.
    • Go to the Document Upload section under this agent.
    • Upload your document by dragging and dropping or selecting the file from your computer.
  3. Name Your Document:
    • Give the document a name that clearly reflects its contents. This will help you and the AI assistant identify the document during interactions. For example, “Q3 Sales Data” or “Marketing Strategy 2024.”
  4. Training Process:
    • Once uploaded, Heynet will automatically process the document. There’s no need to set specific fields or prioritize data points—Heynet will analyze the entire content.
  5. Interact with the AI:
    • Start asking the AI questions related to the document’s content, such as “What are the total sales for Q3?” or “Can you summarize the key strategies for 2024?”
    • The AI will use the document data to provide responses based on the information available.
  6. Refine and Repeat:
    • If needed, you can upload additional documents or rename existing ones to refine the assistant’s responses.
    • Continue interacting and exploring different queries to get the most out of your trained assistant.
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