No‑Code & Low‑Code AI in Dot: Setting up AI Solutions Without Coding

Access Dot & Pick the Right Workspace

1. Sign in or sign up using your Email, Google, GitHub, or LinkedIn account (see: Create an Account & Log In).
2. Choose a mode from the toggle beneath the chat box:

• Simplified Mode – natural-language chat for quick answers, file Q&A, and summaries.
• Focused Mode – visual agent builder and multi-step automations (required for no-code workflows).

Create an AI Agent (No Code)

1. Switch to Focused Mode.
2. Click Create Agent below the chat pane.
3. In the dialog, enter:
   • Agent name
   • Description/purpose
   • Expected inputs
4. Confirm. Your agent will appear under My Agents and can be triggered with @agent-name.

👉 Tip: Agents encapsulate LLM calls plus API connections and business logic, giving more power than a single chatbot.

Add Private Knowledge (No Coding Required)

1. Open the Source tab in the right-side panel.
2. Upload PDFs, Word, TXT, or other documents.
3. Ask questions in the chat or to your agent — Dot automatically performs Retrieval-Augmented Generation (RAG).

Build end-to-end workflows visually

1. In Focused Mode, go to Hub → Workflows.
2. Drag existing agents from Novus Agents or My Agents into the canvas.
3. Arrange them in sequence; Dot handles orchestration, multi-model routing, and data passing.
4. Save – the workflow is now available to any teammate with appropriate permissions.

Low-code Extensions (Optional)

1. Use Dot’s API hooks to trigger agents from your own app or send/receive JSON payloads.
2. Embed an agent in a company UI while keeping all data in-house thanks to on-premise or hybrid deployment.

Best Practices Checklist

✓ Start small – prototype with one agent, then chain more.

✓ Reuse Novus Originals before building from scratch.

✓ Maintain data control – work on Cloud, On-Premise, or Hybrid environment.

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