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Setup watsonx Environment

Prerequisites​

  • Access to any Watson Assistant instance on a Lite, Plus Trial, Plus, or Enterprise plan
  • Access to an instance of Watson Discovery
  • Access to the watsonx platform
  • Access to an instance of Watson Machine Learning

Step-by-step Instructions​

1. Create a new Watson Assistant​

Create your first assistant in the Watson Assistant platform. The starter page will look like the following -

2. Setup Watson Discovery​

  1. Under new projects, input a detailed project name. Select the option "Conversational Search" then click Next.
  2. Input a collection name.
  3. Upload the file that will serve as the knowledge base. It should look like the following once you have uploaded -
  4. In the Upload data section, select the here hyperlink at the end of "Need to connect to a data source? Click here"
    1. OPTION 1 - Web Crawl
      1. Click "Web Crawl" then click Next
      2. Input starting URL then click "Add" to add and repeat for all the domains.
      3. Navigate to the upper-left hamburger icon, then go to Manage Collections, then New collections.
      4. Select a data source.
      5. If utilizing a webcrawl, input the url links to "Starting URLs" and click "Add" then Finish.
    2. OPTION 2 - Cloud Object Storage
      • To access files such as PDFs, CSVs, or HTML through Cloud Object Storage (COS) requires COS Configuration and setting up Watson Discovery accordingly.

3. Setup watsonx​

In the watsonx platform, create a new Project. Once created, navigate to the Manage tab of this new project, and please keep note of the Project ID.