Properties management ​

In OneReach.ai's Lookup UI, properties play an important role as custom metadata for each collection or passage. This guide will walk you through how to manage properties in the Lookup UI.

What are properties? ​

A property is an additional piece of information that you can add to a collection to store custom metadata. It usually involves specifying:

• Name: the property name (no spaces allowed)
• Data type: the type of data for the property
• Description: a brief description of what the property does (optional)

Restrictions: ​

With this feature, you can tailor the metadata in your collections to meet your specific needs, enhancing the search and retrieval process for Bot conversations. It's crucial, however, to plan your properties carefully considering the restrictions in place.

How to add properties ​

To add a property to a collection, follow these steps:

1. Click Properties
2. Click Add properties
3. Provide the Name of the property. Ensure that the name does not contain any spaces
4. Choose the Data type from the dropdown list available
5. Optionally, provide a Description for the property
6. Click Save to add the property to the collection. You can add as many properties as you require

Keeping your collections organized ​

You can add properties to your collections as metadata to help keep your data organized. This comes in handy when you want to find specific items within your collections. With custom properties, you can easily tag, classify, and locate various data elements. Your search, therefore, is streamlined and gives you more accurate results.

Managing properties ​

To manage properties, follow the information provided in Lookup's UI Steps and Form Templates. You can add, remove, or modify properties as you want. Also, remember to use unique names for properties to avoid confusions and ensure effective document search. Use properties wisely to take full advantage of Lookup UI's question and answer system. They are a great way to categorize your data, streamline your search, and get accurate results.

Passage property management ​

Passages in OneReach.ai's Lookup UI represent a portion or chunk of a document and are the smallest searchable units within a collection. While properties are attached to the collection as a whole, they can also be added, edited, and removed from individual passages.

What are passage properties? ​

Passage properties are the same properties created within a collection that can further be applied to specific passages. This allows a more detailed and specific categorization and searchability of the data within the collection.

Adding properties to a passage ​

To add properties to a passage, follow the steps below:

1. Open document with the passage you want to add properties to
2. Find passage you want to add properties to
3. Click Edit, then click Properties. A dropdown menu will appear, displaying all the properties you've created for the collection
4. Select the property you want to add to the passage and click it. An input field will appear where you can add the specific value for that property
5. Click Edit to add the property to the passage

Repeat the steps above to add more properties to the passage.

Editing and deleting passage properties ​

Once a property has been added to a passage, it can be edited or deleted as follows:

• To edit a property, click on the property you want to edit in the passage details view. Edit the value in the input field and click Edit.

• To delete a property, click the Delete icon next to the property you want to delete.

Note that editing or deleting a property in a passage doesn't affect the property in the collection.

Passage properties enable a more granular level of managing and categorizing data, enhancing the overall efficiency and accuracy of data retrieval. Use it wisely to get the most out of your data collection.

Data types ​