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Tenant App Guide
daniel edited this page 2026-01-10 03:27:08 +00:00

Tenant App Guide

This guide shows you how to use the GT AI OS Tenant App for daily operations: creating AI agents, chatting, managing datasets, and more.

Prerequisites: Complete the Control Panel Guide first to set up your account and API keys.

Table of Contents


Quick Reference

Page What You Can Do
Agents Create, edit, favorite, and manage AI agents
Datasets Upload documents for AI to reference
Teams Share agents and datasets with teammates
Observability View conversation history, token usage, and model details

Logging In

  1. Open your web browser
  2. Go to http://localhost:3002
  3. Enter your credentials:
    • Email: Your email address (created in Control Panel)
    • Password: Your password
  4. Click Sign In
  5. If two-factor authentication is enabled, enter the 6-digit code from your authenticator app

First login? If you're using the default credentials (gtadmin@test.com / Test@123), go to Control Panel Guide first to set up properly.


Understanding the Interface

After logging in, you'll see:

  • Left Sidebar: Navigation tabs (Agents, Datasets, Teams, Observability)
  • Conversations List: Below the navigation tabs, shows your past conversations for quick access
  • User Profile: At the bottom of the sidebar, click your name to log out
  • Main Area: The content for the current page

Creating Your First Agent

An agent is an AI assistant configured with specific instructions, model, and optional knowledge (datasets).

Step 1: Go to the Agents Page

  1. Click Agents in the left sidebar
  2. You'll see two tabs:
    • Favorite Agents: Shows your favorited agents for quick access
    • Agent Configuration: Full list with all management options
  3. Click Agent Configuration tab

Step 2: Create a New Agent

  1. Click the Create Agent button (top right)
  2. A form will appear with several fields

Step 3: Fill in Required Fields

Field What to Enter Example
Name A descriptive name "Customer Support Bot"
Model Select from dropdown "NVIDIA Llama 3.3 Nemotron Super 49B" (Requires NVIDIA NIM External AI Inference API Key
Category Select existing or create new "Support" or "Research"

Step 4: Configure Optional Settings

Field What It Does Recommended
Description Explains what the agent does Add a brief description
System Prompt Instructions the AI follows "You are a helpful customer support agent..."
Temperature Creativity level (0-2) 0.7 for balanced responses
Visibility Who can see this agent Set based on your needs
Disclaimer Warning text shown before chat Optional legal/usage notice
Easy Buttons Quick-action buttons for users Pre-defined prompts users can click
Tags Labels for organization "support", "internal"
Datasets Knowledge bases to reference Select if you've created any

Step 5: Save the Agent

  1. Review your settings
  2. Click Save or Create
  3. Your agent appears in the list

Verification: You should see your new agent in the Agent Configuration list with the correct name and model.


Chatting with an Agent

Starting a New Conversation

  1. Click on an agent card from the Favorite Agents tab, or
  2. Go to Agent Configuration tab and click on an agent to start chatting
  3. The chat interface opens with an empty message area
  4. Type your message in the text box at the bottom
  5. Press Enter or click the Send button

Sending Messages

  • Type your message: Click in the input box and type
  • Send: Press Enter or click the Send button
  • New line: Press Shift+Enter to add a new line without sending
  • Wait: The agent's response will appear after a moment

Understanding Responses

The chat interface shows:

  • Response time: How long the AI took to respond (e.g., "1.2s")

Tip: To see detailed information like tokens used and model name, go to Observability in the sidebar and view the conversation details.

Message Actions

Hover over any message to see action buttons:

  • Copy: Copy the message text to clipboard
  • Download: Save the response as a file

Resuming Chat History

Your conversations are automatically saved. To continue a previous conversation:

Finding Past Conversations

  1. Look at the Conversations List in the left sidebar (below the navigation tabs)
  2. You'll see a list of your previous conversations
  3. Conversations are sorted by most recent first

Opening a Conversation

  1. Click on any conversation in the list
  2. The conversation loads in the main chat area
  3. You can see all previous messages
  4. Type a new message to continue the conversation

Searching Conversations

If you have many conversations:

  1. Use the search box in the conversations list area
  2. Type keywords from the conversation
  3. Matching conversations will be filtered

Favoriting Agents

Favorite agents appear in the Favorite Agents tab for quick access.

Adding Agents to Favorites

  1. Go to Agents in the sidebar
  2. Click the Favorite Agents tab
  3. Click the Add Favorites button
  4. A selection modal appears showing all available agents
  5. Check the agents you want to add to favorites
  6. Click Save or Done

Accessing Favorite Agents

  1. Go to Agents in the sidebar
  2. The Favorite Agents tab shows your favorited agents
  3. Click any agent card to start chatting immediately

Removing from Favorites

  1. Go to AgentsFavorite Agents tab
  2. Click Add Favorites button
  3. Uncheck the agents you want to remove
  4. Click Save or Done

Creating a Dataset

Datasets are collections of documents that agents can reference when answering questions (called RAG - Retrieval Augmented Generation).

Step 1: Go to Datasets Page

  1. Click Datasets in the left sidebar
  2. You'll see any existing datasets and storage stats

Step 2: Create New Dataset

  1. Click the New Dataset button
  2. Fill in the form:
    • Name: A descriptive name (e.g., "Product Documentation")
    • Description: What this dataset contains (optional)
    • Access Control:
      • Individual: Only you can use it
      • Team: Share with specific team members
      • Organization: Everyone in your organization can use it
  3. Click Create

Verification: Your new dataset appears in the list with 0 documents.


Uploading Documents to a Dataset

Supported File Types

GT AI OS can process these file types:

Type Extensions
Documents PDF, DOCX, DOC
Text TXT, MD (Markdown)
Data JSON, CSV, XML
Web HTML
Rich Text RTF

Uploading Files

  1. Go to Datasets in the sidebar
  2. Find your dataset in the list and open it
  3. Click Upload Documents button
  4. Click Select Files button
  5. Select one or more files from your computer
  6. Click Upload

Understanding Processing Status

After upload, each document goes through processing:

Status What It Means
Pending Waiting to be processed
Processing Currently being analyzed and chunked
Completed Ready for AI to use
Failed Something went wrong (check file format)

Processing typically takes a few seconds to a few minutes depending on file size.

Verification

After processing completes:

  • Document count increases
  • Chunk count shows how many pieces the document was split into
  • Storage size updates

Connecting a Dataset to an Agent

For an agent to use your dataset, you need to connect them:

Step 1: Edit the Agent

  1. Go to AgentsAgent Configuration tab
  2. Find the agent you want to update
  3. Click the Edit button (pencil icon)

Step 2: Add Dataset

  1. In the edit form, find the Dataset Selection section
  2. Click to open the selection modal
  3. Search or browse for your dataset(s)
  4. Click on each dataset you want to connect
  5. Click Save

How It Works

When you chat with this agent:

  1. Your message is compared against the dataset
  2. Relevant chunks are found
  3. Those chunks are included with your message to the AI
  4. The AI uses that context to give informed answers

Tip: Try asking the agent questions about the documents you uploaded to see RAG in action.


Exporting Agent Configuration

Export your agent settings to backup or share with others.

Step 1: Find the Agent

  1. Go to AgentsAgent Configuration tab
  2. Find the agent you want to export

Step 2: Export

  1. Click the three-dot menu (⋮) on the agent row
  2. Click Export
  3. A JSON file will download to your computer
  4. The file contains all agent settings:
    • Name, description
    • Model configuration
    • System prompt
    • Temperature, max tokens
    • Tags
    • Dataset connections

What's in the Export File

{
  "name": "Customer Support Bot",
  "model_id": "nvidia/llama-3.3-nemotron-super-49b-v1",
  "system_prompt": "You are a helpful...",
  "temperature": 0.7,
  "max_tokens": 4096,
  "tags": ["support", "internal"],
  ...
}

Importing Agent Configuration

Import a previously exported agent, one shared by a colleague, or a pre-built demo agent.

Step 1: Get the Import File

  • Use a JSON file exported from GT AI OS
  • Download a pre-built agent from Demo Agents
  • Or receive one from a colleague

Step 2: Import the Agent

  1. Go to AgentsAgent Configuration tab
  2. Click Import button (usually near Create Agent)
  3. Click Browse or drag the JSON file
  4. Review the agent settings that will be imported
  5. Click Confirm or Import

After Import

  • The agent appears in your list
  • You may need to:
    • Select a model (if the original model isn't available)
    • Connect datasets (imported agents don't automatically connect to your datasets)

Managing Teams

Teams let you share agents and datasets with colleagues.

Creating a Team

  1. Click Teams in the left sidebar
  2. Click Create Team
  3. Fill in:
    • Name: Team name (e.g., "Engineering")
    • Description: What the team is for
  4. Click Create

Adding Team Members

  1. Open your team (click on it)
  2. Click Add Members or Manage
  3. Enter email addresses of people to add
  4. Click Add or Save

Note: Team members must already have accounts in GT AI OS.

Sharing with Teams

When creating or editing agents/datasets:

  • Set Access Control to Team
  • Select which team(s) can access it

Tips for Better Results

Writing Good System Prompts

A system prompt tells the AI how to behave. Good system prompts:

You are a helpful technical support agent for [Company].
Your role is to:
- Answer questions about our products
- Help troubleshoot common issues
- Be polite and professional

Always:
- Admit when you don't know something
- Suggest contacting human support for complex issues
- Use clear, simple language

Organizing with Tags

Use tags to categorize agents:

  • By department: "engineering", "marketing", "hr"
  • By purpose: "support", "research", "creative"
  • By status: "production", "testing", "deprecated"

Common Issues

"No models available in dropdown"

  • Go to Control Panel → API Keys
  • Verify you have at least one API key configured:
    • NVIDIA API key for NVIDIA NIM models
    • Groq API key for Groq models
  • Test each API key to ensure it's valid

"Agent doesn't seem to know about my documents"

  • Verify the dataset is connected to the agent (edit agent → check Datasets field)
  • Check document processing status is "Completed"
  • Try asking more specific questions about the document content

"Document stuck in 'Processing'"

  • Wait a few more minutes (large documents take longer)
  • If stuck for more than 10 minutes, try re-uploading
  • Check the file isn't corrupted or password-protected

"Chat input is disabled"

This can happen if:

  • No agent is selected (select an agent first)
  • Session expired (refresh the page and log in again)

"Conversation history is empty"

  • Conversations are stored per user account
  • If you logged in with different credentials, you won't see previous conversations
  • Check you're logged in with the correct account

What's Next?

Now that you know how to use the Tenant App:

  1. Try the demo agents: Import pre-built agents from Demo Agents to get started quickly
  2. Create specialized agents: Build agents for different use cases
  3. Upload knowledge bases: Add your company documents to datasets
  4. Share with your team: Use Teams to collaborate

Need help? Check the Troubleshooting guide.