plusmeta Insights

This help page explains the plusmeta Insights search function.

extended

Content of this topic

plusmeta Insights

Note: Depending on your license and rights configuration, you may not have access to this function. If you are interested in plusmeta Insights, please get in touch with your plusmeta contact person.

In plusmeta, you can use the Insights function to search for specific information within a document or an entire project. The Insights function uses the information contained in the text and metadata of documents or projects. No answers are hallucinated by the system.

Insights for projects

  1. Switch to the workflow step Assign and approve metadata of a project.
  2. Click on the button in the settings bar.
    The Insights dialogue opens. When opening for the first time, a short analysis is required. The progress of the analysis is shown by the indicator next to the project name.
  3. Enter what you want to find out about the document in the input field, e.g. “What is the weight of the model T3-H1?” or “How do you repair the rotor?”.
  4. Click on SEND. Insights searches the project for the information you are looking for and returns it an the answer.
  5. Optionally, click on the name icon next to the entered message and use the Copy to chat input button to copy the input to the chat input and adjust it.

Context filter

You can filter the project according to the documents in which the information was found or display a preview of the documents.

Move the mouse over the answer text field and click on the button. A preview of the objects and metadata in which the information was found is displayed. Click on the filter icon to filter the project according to the documents in which the information was found.

Context-Filter
How to filter projects by relevant objects.

Insights for objects

  1. Switch to the workflow step Assign and approve metadata of a project.
  2. Move the mouse over the object icon and click on the button
    The object menu opens.
  3. Click on the Insights for objects button.
    The Insights dialogue opens.
  4. Enter what you want to find out about the document in the input button, e.g. “What is the weight of the model T3-H1?” or “How do you repair the rotor?”.
  5. Click on SEND. Insights searches the project for the information you are looking for and returns this as the answer.
  6. Optionally, click on the name icon next to the entered message and use the Copy to chat input button to copy the input to the chat input and adjust it.
Insights for documents
How to get Insights for documents in plusmeta.

No relevant information found

If no matching information is found in documents or projects, Insights indicates that it cannot find any information on the query in the objects. Instead it provides information that is contained in the objects.

No Insights for documents
Insights does not provide made-up answers if the information you are looking for cannot be found.

{"de"=>"Erste Schritte", "en"=>"First Steps"}
{"de"=>"Grundlagen", "en"=>"Basics"}
{"de"=>"Aufbau", "en"=>"Structure"}
{"de"=>"Workflows & Projekte", "en"=>"Workflows & Projects"}
{"de"=>"Metadaten prüfen und vergeben", "en"=>"Assign and approve metadata"}
{"de"=>"Erweitert", "en"=>"Extended"}