Collections#
The Collections feature helps you effortlessly create personal groupings of indexed content. That flexible organization lets you quickly access the information most relevant to your role. Like favorites, the subsets of documents become available as filters, optimizing your search and conversational AI interactions. While favorites use queries for personal groupings and are dynamic by nature, collections are a static list of selected items. Here are some of the key benefits:
Tailored document management - Each collection is fully customizable, allowing you to organize content based on a common theme, various characteristics, specific project requirements, research objectives, or just your current focus or area of interest.
Simplified data management - Collections enable users to categorize and access key documents quickly, simplifying the process of managing knowledge and increasing productivity.
Streamlined focus - Users can create personalized collections of documents to focus on the most relevant information, minimizing the time spent searching through unrelated content.
Enhanced precision - Selecting a subset of context-relevant documents from the broader index improves the relevancy and general quality of conversational AI.
Enhanced search speed - Limiting the data amount a search is applied to, not only ensures a more targeted answer quality, but also enhances the processing time.
Private collections - Collections are private to you and not accessible by others within the organization, allowing for individual curation and management of key resources.
Whether preparing for an important meeting, conducting in-depth research, or organizing resources for a project, Collections transforms your search experience into a highly focused and interactive tool. By narrowing the search scope, you achieve faster insights and benefit from enhanced RAG results, leading to more informed decision-making.
Creating Collections#
The Squirro platform offers two methods for creating collections using the default dashboards.
Chat Dashboard#
Click the Collection button located above the search bar and then click on Create a new Collection. Give a name to the collection you want to create and confirm your choice by clicking on Create Collection.
Explore Dashboard#
Click on Create a new Collection on the left side of the dashboard, inside the expanded Collections widget. Give a name to the collection you want to create and confirm your choice by clicking on Create Collection.
Adding Items to Collections#
The Squirro platform offers two methods for managing collections using the default dashboards.
Chat Dashboard#
Click on the Search Results button located above the search bar.
Add items to a collection by clicking on the Add to Collection icon and selecting in which collection you want to add the item to.
Explore Dashboard#
Add items to a collection by clicking on the Add to Collection icon and selecting in which collection you want to add the item to.
Managing Collections#
Access the collections manager using the pencil icon either from the Chat or Explore dashboards.
When accessed from the Chat dashboard, you can directly initiate a discussion with a specific collection by clicking the chat icon .
The list of collections allows you to edit the content of a collection using the manage icon or remove a collection using the bin icon .
Easily manage collection content or add new items using the dedicated search results list, accessible via the manage icon .
Using Collections#
To define a specific context, start by selecting one or multiple existing collections relevant to your topic of interest. Once you have narrowed your scope, start searching for information using traditional search methods with keywords or phrases, or conversational AI for an interactive process.
Chat Dashboard#
Click the Collection button and select one or multiple collections. To select multiple collections, hold down the Command key (macOS) or Alt key (Windows) while selecting. Then, start the conversation.
Explore Dashboard#
Click on Create a new Collection on the left side of the dashboard, inside the expanded Collections widget. To select multiple collections, hold down the Command key (macOS) or Alt key (Windows) while selecting. Then, type a keyword or a phrase, and start the search.
