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Smart filtering set up instructions
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sharonpark22 authored Jan 24, 2025
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Expand Up @@ -185,7 +185,7 @@ Copilots have the ability to use predefined tools. Many of the tools are in Beta

![Smart Filtering Example.png](/docs/assets/copilots/Smart_Filtering_Example.png)

To use Smart Filtering, there are two prerequisites:
To use Smart Filtering, there are two prerequisites, a document collection with a meta schema and a copilot searching the collection with Smart Filtering turned on. Collections can get metadata directly from source systems like Slack, or by using AI in the background to infer metadata values like account or project without structured data. Contact your Credal team for help with set up. For a self-serve option, follow the below steps:

1. First, you must have a Document Collection attached in the Data section of the copilot under “Search”.
1. To create a document collection, navigate to [https://app.credal.ai/document-collections](https://app.credal.ai/document-collections) or click Document Collections in the left-hand menu.
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