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Basic Navigation

The Shieldbase interface features a left sidebar with all the main features you need to get started. Here’s what each section does:

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User Roles

Shieldbase has four types of user roles with key distinctions and hierarchy:
Role Hierarchy: Root → Admin → Operator → Viewer
  • Root
  • Admin
  • Operator
  • Viewer
Highest Level AccessRoot users have complete control over the Shieldbase environment:
  • Change settings of the entire Shieldbase environment
  • Manage all system configurations
  • Access all features and data
  • Create and manage other user accounts

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Integrations

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Integrate data from third-party connectors

Shieldbase’s connectors are pre-built tools that create a seamless link between Knowledge Base and various third-party applications and services. These connectors use APIs (Application Programming Interfaces) to securely access and retrieve data from these external sources. APIs act as a set of rules and protocols that allow different software applications to communicate with each other. Once a connection with the sources are established, any changes or new data from the external source will automatically be indexed and available for use in the Shieldbase suite of AI capabilities including AI Assistant, Workflows, Chatbot, and Reporting. When data is integrated from various sources, it inherits the role-based access control (RBAC) of the original source. This ensures that the data’s security settings are maintained even when it’s made available in a new environment. You can find the necessary API keys for each connector in its settings. There are various ways to integrate data to the Knowledge Base: • APIs: Integrate data from third-party systems • Import from ChatGPT: Import threads from ChatGPT into Shieldbase. • Library Documents: Upload new files directly into the Library. • Web Search: Activate to enable external search from various search engines including Google Web Search, DuckDuck Go, and Bing. • Website & Resources: Specify URLs from which to crawl and index data. Shieldbase automatically reads and indexes the content up to three levels deep from the initial URL. • Custom HTTP Requests: Shieldbase will read and index the websites with custom parameters in the URL or even APIs.

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Quick Start Guide

1

Log In

Access Shieldbase with your credentials and select your workspace
2

Navigate to Home

Click on “New Chat” to access the home page and AI Assistant
3

Explore Features

Use the left sidebar to navigate between different features
4

Check Your Role

Go to Settings to verify your user role and permissions

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Best Practices

Start Simple

Begin with basic features like the AI Assistant before moving to complex workflows

Organize Your Work

Use clear naming conventions for your workflows, chatbots, and reports

Test Before Deploying

Always test your automations in a safe environment before going live

Regular Updates

Keep your integrations and data sources updated regularly

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Next Steps

Now that you understand the basics, explore these key features:

Library

Learn how to integrate and manage your data

AI Assistant

Discover the power of AI-powered interactions

Workflows

Automate your repetitive tasks
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