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Vectorising Projects for Asite AI Agents

This article will explain how to vectorise Projects for use with Asite AI Agents.

What Is Project Vectorisation?

Project Vectorisation makes selected Project information available for processing by Asite AI Agents.

The process divides information from selected Project folders and Forms into smaller sections and converts it into a format that AI Agents can use to analyse content and retrieve relevant information.


Privileges

Role Privilege

Description

Mange AI Admin

Allows administrators to access Manage AI under Administration Settings and manage Project Vectorisation.

NOTE: To request the above privilege, contact the Asite Support Team.


How Do I Vectorise a Project for AI Agents?

  1. Open the Project Finder from the top navigation bar.

  2. Select the Projects to be vectorised.

  3. Navigate to the Admin tab.

    TIP: If the Admin tab is not visible in the top navigation bar:

    • Click More.

    • Select Admin from the dropdown menu.

  4. Click Manage AI.

  5. The AI Projects page will open, displaying the Projects selected in the Project Finder.

  6. Select the Projects to be vectorised.

    NOTE: The Manage AI tool does not provide additional Project access. Users can only access Projects they are already authorised to view in Asite.

  7. Click Next.

  8. Select the folders and subfolders to be vectorised.

    TIP: To exclude a folder or subfolder from vectorisation, clear its checkbox.

    • The adjacent panel displays the files within the selected folder, allowing users to review the content before vectorisation.

  9. Click Next.

    TIP: Excluded folders or subfolders can be vectorised later by following the same procedure.

  10. Select the required Project Forms for vectorisation.

  11. Click Next.

  12. Review the displayed AI limitations.

  13. Select the checkbox to accept the vectorisation and data processing terms.

  14. Click Make Available for AI.


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