Stages Documentation

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712:chatbot_config [2025/08/25 13:10] – Fryer, Kathryn712:chatbot_config [2026/04/10 18:48] (current) – [Disable History] Meier, Erich
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 ===== Views and Workspaces ===== ===== Views and Workspaces =====
  
-Processes in Stages exist in many different versions, workspaces, variants, and process instances. AI technologies work best if the scope of the underlying information is clear and well-defined. Combining different process versions, variants, and instances would result in imprecise or even misleading answers. Therefore, multiple Stages Assistants can be defined, one for each //view// on the process landscape.+Processes in Stages exist in many different workspaces and versions, including variants and specific project instances. AI technologies work best if the scope of the underlying information is clear and well-defined; combining the information from all Stages processes would result in imprecise or even misleading answers.
  
-Possible process views are:+Therefore, you must define one or more //views// of the process landscape that scope the processes considered by the Stages Assistant. 
 + 
 +Examples of a process view might include:
  
   * Standard processes that everyone should follow   * Standard processes that everyone should follow
-  * Process variants, e.g. a development process for normal products, one for safety-critical products, one of cybersecurity-critical products, and one for both safety- and cybersecurity-critical products +  * A process variant – for example, you might have separate views for a development process for safety-critical products and the process without safety requirements 
-  * Processes that are especially tailored for specific programs or projects+  * A process tailored for a specific program or process 
 + 
 +Views consist of a single workspace or a collection of workspaces. For example, if you have separate workspaces for the standard development process and other organizational workspaces, you can group them into a workspace collection to include all of that process content in a single view.
  
-Views can consist of a single workspace or a collection of workspaces. This way, the standard process view can consist of a workspace containing the standard development process, one or more workspaces containing all organizational processes that are not executed by projects or product teams, and a workspace containing the organizational policies.+Note: The Stages Assistant is always trained on the Valid Version of the process content in each workspace. The Valid Version __must be different__ than the Working Version; if the Working Version is set to be the Valid Version, the training will fail.
  
-Stages Assistants are always trained on the //Valid Version// of the process content in each workspace. This version __must be different__ than the Working Version. 
  
 ===== Required Permissions ===== ===== Required Permissions =====
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 ===== Configuring the Stages Assistant ===== ===== Configuring the Stages Assistant =====
  
-Configure the Stages Assistants in the ''Administration > AI > Chatbot'' menu. The main screen shows the currently configured assistant views.+Configure the Stages Assistant in the ''Administration > AI > Chatbot'' menu. The main screen shows the currently configured assistant views.
  
 {{ :712:chatbotconfig-overview.png?direct }} {{ :712:chatbotconfig-overview.png?direct }}
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   * Name of the view   * Name of the view
 +  * Domain of the processes contained in the view, e.g. "Product Development Processes". It is not required and can be left blank, unless the Assistant answers are too generic or misleading.
   * Welcome Message that end users see when they access the view in the Stages Assistant. The message should describe the scope of information the Assistant can answer questions about.   * Welcome Message that end users see when they access the view in the Stages Assistant. The message should describe the scope of information the Assistant can answer questions about.
   * Color used to display user questions in the Assistant, so users can visually distinguish between different views   * Color used to display user questions in the Assistant, so users can visually distinguish between different views
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 __Please note:__  You must successfully train and then enable each view in order for end users to access it. __Please note:__  You must successfully train and then enable each view in order for end users to access it.
  
-===== Acronym Handling ===== 
  
-The assistant needs to be made aware of company-specific acronyms that are not described in the process models.+===== Defining Acronyms ===== 
 + 
 +Company-specific acronyms that are not described in the process models must be defined for the Stages Assistant using the ''Administration > Acronyms'' section. Managing acronyms requires administrator access and edit permissions for the "Acronyms" domain. 
 + 
 +For each acronym, you can provide both its expansion and a longer multi-language explanation. 
 + 
 +For mass updates, you can import and export CSV files using the "..." context menu.
  
-To manage those acronyms, a Stages administrator with edit permission in the new "Acronyms" domain can access the table via ''Administration > Acronyms''.+===== Disable History =====
  
-For each acronym, its actual expansion and a longer multi-language explanation can be maintained.+In newer Stages Versions the chat history can be disabled, e.g., to comply with local policies or regulations. Chats and chat messages will not be stored in the database. To disable history, add the following property to conf/config.xml:
  
-For mass updates, an import and export of CSV files can be accessed via the "''...''" menu.+<code xml> 
 +<property name="ai.chatbot.history.enabled" value="false"/> 
 +</code>
  
 ===== Limitations ===== ===== Limitations =====
  
-The context window of the used AI Large Language Models (LLMs) is subject to limitations. To accommodate those limits, the process models are never sent to the LLM in their entirety, but only in select segments that are required to answer the user questions. As a consequence, questions that address whole process models, e.g. "List all work products of all processes", currently cannot be answered.+Large Language Models (LLMs) have a so called context window which has a limited size. To accommodate that limit, Stages never sends the process models to the LLM in their entirety, but only in select segments that are required to answer the user questions. As a consequence, questions that address whole process models, e.g. "List all work products of all processes", currently cannot be answered.
  
-During the training of the assistant, all process elements are transformed into a knowledge graph and stored in special databases. The following elements are currently excluded in this transformation:+During the training of the Assistant, all process elements are transformed into a knowledge graph and stored in special databases. The following elements are currently excluded in this transformation:
  
-  * landing pages +  * Landing pages 
-  * process start pages +  * Process start pages 
-  * "comment only" associations +  * "Comment only" associations 
-  * descriptions that are managed via "''Management > Descriptions''" (except for the inlined ones) +  * Descriptions managed via "''Management > Descriptions''" (except for those used inline) 
-  * graphics that are embedded in element descriptions +  * Graphics embedded in element descriptions 
-  * custom element attributes +  * Custom element attributes 
-  * compliance mappings +  * Compliance mappings 
-  * user-role associations +  * User-role associations 
-  * project files+  * Project files
  
-It is planned, to include those elements in future revisions of the assistant training scripts, if those improve the quality of the given answers.+Such elements might be included in future revisions of assistant training scripts.
  
 Process interfaces to elements outside of the training view (workspace or workspace collection) are ignored. Process interfaces to elements outside of the training view (workspace or workspace collection) are ignored.
  
-To customize the trainings scripts, please contact the Stages support team or your dedicated Stages consultant.+To customize the training scripts, e.g. to have them adjusted to your specific metamodel, please contact your Stages consultant.