This guide will walk you through the steps to get started with Ubby, from signing up to configuring your AI assistants and integrating your tools.
Step 1: Sign Up for Ubby
Create an Account
Visit the Ubby website and click on the "Sign Up" button. You will be prompted to provide some basic information, such as your name, email address, and company details. Once you have filled out the required fields, click "Create Account" to proceed.
Choose a Plan and Start Trial
After creating your account, you will need to choose a pricing plan that best suits your team's needs. Ubby offers three main plans:
Team Plan: Ideal for small to medium-sized teams.
Pro Plan: Designed for growing teams that need advanced features.
Enterprise Plan: Tailored for large organizations requiring extensive features and dedicated support.
Select the plan that fits your requirements and proceed to the payment page to enter your billing information via Stripe. This will start your trial period.
Step 2: Server and Workspace Configuration by Ubby Team
Trial Period
Once you have signed up and selected your plan, you will enter a trial period. During this time, you can explore Ubby's features and capabilities.
Server and Workspace Setup
After the trial period, the Ubby team will configure a dedicated server for your organization and set up your workspace. This includes setting up dedicated LLMs, ensuring optimal performance, and securing your data. You will be notified once the setup is complete.
Step 3: Configure Connectors
Overview of Connectors
Connectors hook up Ubby to your data sources so that answers are grounded in your organization’s knowledge. They help you:
Choose Sources: Include only the data you want indexed.
Configure Access: Securely access data with your permission.
Set Up Fetching Options: Keep Ubby’s answers up to date.
Setting Up Connectors
Open the Connectors Dashboard: Accessible from the profile icon on the top right.
Status Page: At the top, there is a Status page that shows which sources have been indexed and the status of the indexing job.
Configure Connectors: Choose the data sources you want to connect, configure access permissions, and set up fetching options.
Monitoring Connectors
Regularly monitor the Connectors Dashboard to ensure that all sources are indexed correctly and that the indexing jobs are running smoothly.
Step 4: Organize Knowledge Bases
Create Knowledge Bases
Once the connectors are set up, the admin can organize the data by creating Knowledge Bases (Document Sets). This helps in categorizing and managing the data more efficiently.
Step 5: Create AI Assistants
Set Up AI Assistants
Create New Assistant: Navigate to the "AI Assistants" section in your workspace and click "Create New Assistant."
Name and Description: Provide a name and description for the assistant.
Prompt Configuration: Set up the prompt to guide the assistant's responses.
Choose Tools and Sources
Select Tools: Choose the tools the assistant will use, such as search tools, internet search, vision, and image generation.
Select Sources: Decide whether the assistant will have access to all sources or specific Knowledge Bases.
Deploy AI Assistants
Make Public: Once configured, the admin can choose to deploy the assistants by making them public.
Add to Library: Deployed assistants will be added to the shared library, accessible to all team members.
Step 6: Use AI Assistants
Access AI Assistants
Team members can add the deployed AI assistants to their list of assistants from the shared library. This allows them to leverage the AI capabilities in their daily tasks.
Conclusion
Getting started with Ubby is a straightforward process that involves signing up, configuring connectors, organizing knowledge bases, and setting up AI assistants. By following this guide, you can quickly leverage Ubby's AI-driven capabilities to enhance productivity and streamline workflows.