TradeTek AI Question & Answer

How can I use TradeTek to build a custom knowledge base and use AI to analyze and query it for information?

To enable this capability, you will need TradeTek with Cloud plus Enhanced AI service.
A knowledge base is constructed from a collection of PDF files with details info on that subject.

1. Confirm Enhanced service is displayed for the selected AI Engine.
2. Click AI Assistant and Settings buttons then select the Knowledge panel.
3. Select a Custom radio button, then click Add button to select and add PDF files.
4. Click the Name button to name your custom knowledge base.

From AI Assistant, select the desired knowledge base, enter question and click Ask AI.

Follow this process to give other TradeTek users on your Cloud access to your custom knowledge base.

1. From the AI Setup dialog, click the Export button to produce SetupAI.ttsetupai file on desktop.
2. Instruct each TradeTek user to click Import button in AI Setup dialog and select the file you exported.
3. Alternatively, export your entire Preferences file and have other users import your Preferences file.

How can I leverage AI to analyze plan pages or other images in TradeTek?

From the Preference dialog in TradeTek Cloud, set the Experimental AI checkbox and connect to a Cloud account.
Click the AI button at the top right of the TradeTek window to present the AI Assistant dialog.
Select Current Page, All Pages or Selected Pages radio button to consider specific plan pages as the context for your question.
Type a question and click the Ask AI button. The displayed response may take up to a minute based on the selected AI engine.

The Clipboard Image or Image on Disk options allow the user to have AI extract data from any provided image.
This capability is also available using TradeTek API commands in a Plugin or external application.

How is TradeTek using AI?

AI is a quickly evolving technology. ChatGPT and Groq were first integrated with TradeTek Cloud 2.4.
If enabled from the Preferences dialog, the AI button presents the AI Assistant dialog.
Use AI Assistant to query AI for information related to Plan pages in the current job or other provided images.
Use AI Assistant to learn how to use TradeTek or analyze requirements of a job.
Build your own Knowledge base for tools or processes related to your business, get answers to specific questions.
Use AI to improve the accuracy of the Auto Page Name feature.
Use AI to scan text from job page images or associated PDFs and store in job for later instant search features.

How can I use ChatGpt or Groq to improve the accuracy of the Auto Page Name feature in TradeTek?

With TradeTek Cloud, click the AI button to present the AI Assistant dialog and click the Settings button.
Set the Use for Auto Page Name checkbox.

How can I search for text on job pages or in job related PDF files?

1. When a job is open, click the Capture Text button on the Tool panel in TradeTek.
2. Select the Scan All Pages and PDF Files for Search tab.
3. The Scan Pages button, scans all page images and stores collected text in the job folder.
4. If you have TradeTek Cloud, select ChatGPT to Groq before scanning to improve accuracy.
5. Click the Text from PDF button to add text related to one or more selected PDF files.

Adding Page of PDF text to a job is done once and forever saved with the job.
Now use the Search button to locate text within that job data.