How to Use Numa Chat

Numa Chat - A Comprehensive User Guide

Numa Chat is an AI-powered assistant designed to help you query documents, search your internal knowledge base, and retrieve real-time insights from the internet—all within a secure, user-specific environment. This guide outlines how to use Numa Chat effectively and securely.

1. Data Security and Privacy

Numa Chat is designed with enterprise-grade security. Your chats and uploaded files are:

• Private and user-specific – Other users in your organization cannot access your chats or uploads.

• Stored securely within your AWS instance – Your data is never sent to public servers.

• Protected from external access – AWS does not use your data for training any models.

This makes Numa Chat suitable for working with confidential business data, such as HR documents, legal policies, or financial statements.

2. Starting a Chat

To begin using Numa Chat

• Simply type your question into the chat window (e.g., "Summarize this document" or "What is our onboarding policy?")
  

• Numa will generate responses based on available data sources.
  
  
  

Conversation Context

Numa retains the context of your conversation as it progresses, allowing for natural and connected follow-up queries.

When switching to a completely different topic, it is recommended to start a new chat to ensure clarity and accurate results.

To start a new chat:

• Click "New Chat" in the top corner of the chat interface.
  
  
  

3. Uploading and Using Documents

You can interact directly with uploaded documents in the chat interface.

One-Time File Upload

To chat against a document:

• Click the paperclip icon below the chat box or drag and drop your file into the input area.
  
  

• Numa will process the document so you can ask questions based on its contents.

Please note:

• This type of upload is temporary and remains private to you.

• The file is not added to your organization’s shared knowledge base unless you choose to do so.

4. Using Data Sources

Numa allows you to customize the sources it uses to respond to your queries.

Internal Knowledge Base (KB)

1. Click the Data Source icon to search only within your organization’s indexed documents. This is ideal when you need responses strictly based on company-specific content or your internal knowledge base.
   
   
   
   

Web Search

Click the Web Search icon to allow Numa to search publicly available internet sources. This is useful for general or external information queries.

NOTE : You can also enable both sources at once to combine internal and external results.When both Data source and Web source buttons are enabled simultaneously in Numa chat, the system conducts both operations when processing your message - first performing the web search, then querying your data sources.


Users can enable both options when they want comprehensive information that combines external web knowledge with their own internal data. This is particularly useful when you need to compare public information against your organisation's specific documents, or when you want to supplement your internal data with the latest information available online.

5. Advanced Features

Personalization via Company Profile

Your organization can configure a shared Company Profile within Numa to help tailor responses more accurately to your specific business context. This profile is accessible to and used by all users within your organization.

Add to Company Knowledge Base

Useful outputs from Numa Chat can be added to your company's knowledge base:

1. After receiving a response, click "Open" at the bottom of the result.
   

2. From the result panel, you can:

   • Download the content

   • Share via email or print

   • Add to Company Knowledge
     
     

Once added, the content becomes available as a searchable data source for all Numa users in your organization.

Chat History

Numa automatically saves your conversations so you can revisit them later.

To access past chats:

• Click the History button in the sidebar.
  

This allows you to resume previous conversations or reference past results without retyping questions.

6. Best Practices

• Use New Chat when switching topics to avoid context confusion.

• Choose the appropriate data source (Internal KB or Web Search) based on your query.

• Use file uploads for one-off, private document analysis.

• Contribute helpful responses to the Company Knowledge Base to benefit your team.

• Ensure your Company Profile is kept up-to-date for more tailored responses.

7. Support

If you require assistance using Numa Chat, please reach out to our support team at Customersuccess@arcanum.ai.