How to Add and Manage Vectors

Adding vectors to the LeadsWithDemos platform enhances the knowledge base of your AI assistants. Follow these step-by-step instructions to create and manage vectors effectively.

Step-by-Step Instructions:

Step 1: Navigate to the Vectors Tab

• Login to your LeadsWithDemos account.

• From the main dashboard, click on the site where you would like to add the vector for the AI assistant.

• Then navigate to the AI Assistant section in the left-hand menu.

• Select the Settings section and then click on the Vectors tab to access your vector management options.

Step 2: Open the Add Vector Window

• In the Vectors tab, locate the Add Vector button, typically positioned at the top right corner of the interface.

• Click on the Add Vector button to open the vector creation window.

Step 3: Enter Vector Details

• A pop-up window will appear prompting you to enter the details for the new vector, which includes the vector’s name.

• Enter a unique name for your vector in the provided field.

• Once you have entered the name, click on the Continue button to proceed.

Step 4: Review Your Vectors

• After creation, the new vector will be listed in the Vectors table, along with details such as Vector Name, Vector ID, Size, File Count, and Created At.

• You can manage the vector from this table, including options to edit or delete the vector as necessary.

Step 5: Edit the Vector with Files

• On the Vectors Manager table, where you can find the recently added and created vector.

• Please click on the edit icon for the vector.

• In the editing window, you will see an option to Select file to add.

• Choose a file from the available options that you want to associate with this vector.

• If you wish to add another file; you can click on the edit icon for the vector to which you want to add the file, and then repeat the process until you have added all necessary files.

Please be mindful of the files you add to each vector, as the files added will affect the knowledge of each AI assistant to which you assign the vectors.

How to delete a Vector

To manage a vector, including deleting it, navigate to the Vector Manager table. Simply click on the delete icon of the vector that you would like to remove. Once clicked, a pop-up window will appear for you to confirm your action.

You can also delete vectors in bulk. Simply select from the Vector Manager table all vectors that you would like to delete, and click on the delete icon located before the “Add Vector” button. A pop-up window will appear for you to confirm your action.