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salesforce/fack

What is Fack?

Fack answers frequently asked questions using Generative AI. Here is an example: question

Use Cases

At Salesforce, we use fack for internal Q&A. We feed documents and summarized slack threads to fack.
In some channels, we see up to 40% of our support requests receive helpful answers from fack.

We are experiementing with other use cases like:

  • Improving incident resolution by quickly finding suggested solutions
  • Translating between query languages

Almost any RAG-based solution can be quickly implmented in fack.

Why is it Called Fack?

The term FAQ, or Frequently Asked Questions, is often pronounced fack.

Inspiration

Fack is built on the principles outlined by OpenAI for question/answer applications in documents like:

Benefits of Fack

APIs

Reuse your documents across multiple systems. Need a Q/A interface? Done. Need to provide answers in a chat bot? Done.

Shared AI Knowledge

Working with LLMs is deceptively complex. Vector embeddings, token counting, effective prompting all require thought to make effective use of LLMs. By having a shared service, you can have one service to manage retrieval-augmented search and ask queries.

Deduplication

When managing thousands of documents, managing documents is difficult. Are there duplicates? What are the groups of documents?

Document Grouping

All documents are not equal. You have different groups within your company and organization. Different teams need to manage their documents. Visibilty may be an issue.

Principles

  1. API first. The end user interactions will likely happen through other bots and applications. So, the service should be API first.
  2. Multi-tenant. Different teams should be able to share the same app, without mixing their data.

Design

Data Flow

Diagram

Why Search is Better than Fine-tuning

The OpenAI doc outlines the reasons why search/retrieval is typically better than fine-tuning.

  • "Fine-tuning is better suited to teaching specialized tasks or styles, and is less reliable for factual recall."
  • Search/retrival enables more reliable source citation. We can provide specific documents with urls/names to the GPT and require references to the documents used for answering the question. In fine-tuning, the original source is most likely lost or unavailable.

Developers

Requirements

  • Rails 7
  • Ruby 3+
  • Postgres with pg_vector support

Running Locally

  1. Clone the repo
git clone https://github.com/salesforce/fack.git
  1. Install dependencies
bundle
  1. Database creation/migration
rails db:create
rails db:migrate
TEST_PASSWORD='<your_password>' rails db:seed

Set TEST_PASSWORD to an 8+ character string with a number, uppercase letter and special character. '2Testai!' as an example.

  1. Create a .env file in the root directory. Provide these variables.
# LLM AUTH.  You need to provide an OpenAI Key or a Salesforce Einstein Org
## OpenAI key from https://platform.openai.com/account/api-keys
OPENAI_API_KEY=<openai token>

## OR Salesforce Einstein credentials from your Org
SALESFORCE_CONNECT_ORG_URL=
SALESFORCE_CONNECT_CLIENT_ID=
SALESFORCE_CONNECT_CLIENT_SECRET=
SALESFORCE_CONNECT_USERNAME=
SALESFORCE_CONNECT_PASSWORD=

# i.e. https://fack.yourdomain.com or http://localhost:3000 Used to generate URLs in the answers.
ROOT_URL=

## SAML/SSO Metadata URL (OPTIONAL)
SSO_METADATA_URL=

## Max number of document tokens to send to the GPT prompt. (OPTIONAL)
MAX_PROMPT_DOC_TOKENS=

## Max tokens to send in the prompt (OPTIONAL, DEFAULT 10,000)
EGPT_MAX_TOKENS=

## Which OpenAI model to use. (OPTIONAL)
EGPT_GEN_MODEL=

## Disable Password Login if you have SSO enabled.  (OPTIONAL)
DISABLE_PASSWORD_LOGIN=<true/false>
  1. Open a new terminal and start the Background job for AI Calls
rake jobs:work

You should see: [Worker(host:host.something.com pid:89737)] Starting job worker

  1. Start web server
rails s

Open http://localhost:3000 and login with admin@fack.com as the username and the TEST_PASSWORD you set earlier.

Testing

bundle exec rspec

The tests are located under the spec directory.

Usage

Create or Edit a Library

This page allows you to create or edit a library entry, providing key details like the name of the library, its source URL, and the owner of the library. Here’s how it works:

  1. Library Name:

    • Enter the name of the library in the provided text box. This could be the subject or title of the library, like "Data Science Resources."
  2. Source URL:

    • Provide the URL for the source of this library. This could be a link to the main website, document repository, or other related resources.
  3. Owner Selection:

    • Select the owner (administrator or user) who will manage this library. The dropdown list shows all available users, sorted by their email addresses. If no specific owner is needed, you can leave this field blank.

Ask a Question

This page allows you to ask a question and get an answer based on available libraries of knowledge. Here’s how it works:

  1. Ask a Question:

    • There is a text box where you can type your question. The placeholder text will give you examples of some topics the system can answer, based on the most frequently used libraries, such as specific subjects or categories.
  2. Optional Library Selection:

    • You can limit the answers to a specific library if you want. This means you can choose a particular topic or area for your question, and the system will only look for answers in that library. If you're unsure, you can leave it as "optional," and the system will check all available sources.
  3. Submit Your Question:

    • After typing your question, you can click the blue "Submit" button (which has an arrow icon) to send your question. The system will process your query and display the answer without refreshing the whole page, making it quicker and smoother.

This makes it easy to get answers quickly from a wide range of topics.

Assistants

The Assistant feature is designed to define Language Learning Model (LLM) assistants for specific topics. This form allows administrators or users to create, customize, and configure assistants according to their unique requirements. Below is an explanation of the fields and their purpose within the assistant creation form.

Fields

1. Status

  • Purpose: Defines the current status of the assistant.
  • Options:
    • Ready
    • Development

2. Owner (user_id)

  • Purpose: Assigns the owner of the assistant.
  • Type: Dropdown that displays users (emails) in the system.
  • Example: Select the appropriate user who will manage this assistant.

3. Name

  • Purpose: Specifies the name of the assistant.
  • Type: Text input.
  • Example: Provide a descriptive name for the assistant, such as "Healthcare Expert Assistant."

4. Quip URL

  • Purpose: Optional link to any relevant Quip document associated with the assistant.
  • Type: Text input.
  • Example: Add a Quip URL that holds documentation or collaboration content related to the assistant.

5. Confluence Spaces

  • Purpose: Lists the Confluence spaces that are associated with the assistant, if applicable.
  • Type: Text input.
  • Example: Enter space keys or names from Confluence for knowledge sharing related to the assistant.

6. Description

  • Purpose: Provides a detailed description of the assistant's purpose and functionality.
  • Type: Text area.
  • Example: A detailed explanation of what this assistant will help with, such as "This assistant answers common programming questions related to Ruby on Rails."

7. Libraries

  • Purpose: Lists the comma separated list of libraries the assistant will use.
  • Type: Text input.
  • Example: 2,3.

8. Input

  • Purpose: Describes the input that the assistant expects from the user.
  • Type: Text area.
  • Example: Describe what kind of input the assistant will work with, e.g., "natural language queries related to medical conditions."

9. Instructions

  • Purpose: Outlines any specific instructions on how the assistant will process the input.
  • Type: Text area.
  • Example: Define any special processing rules or behaviors, e.g., "translate medical terminology into layman's terms."

10. Output

  • Purpose: Describes the expected output or response that the assistant will provide.
  • Type: Text area.
  • Example: Specify the type of responses the assistant will generate, such as "detailed text responses to programming queries."

11. Context

  • Purpose: Defines the context or scope in which the assistant operates.
  • Type: Text area.
  • Example: "This assistant operates within the domain of healthcare research."

This structure provides flexibility in customizing assistants based on different user needs and topics, making it adaptable for various business or domain-specific requirements.

REST API


Questions

POST /api/v1/questions Create a new Question (Ask AI for answer)
Parameters
name type data type description
question required text The question to ask of the documentation
library_ids_included optional comma separated ids (reference to library) The libraries to limit the answers
Responses
http code content-type response
201 text/plain;charset=UTF-8 JSON Object
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
curl -X POST -H "Authorization: Bearer <token>" -H "Content-Type: application/json" -d '{"question": { "question" : "how do i setup falcon?", library_ids_included: ["1"] }}' http://localhost:3000/api/v1/questions
{
  "id": 226,
  "question": "how do i setup falcon?",
  "status":"generating",
  "answer": "# ANSWER\nTo set up Falcon, you need to install the Falcon CLI. Here are the steps to install the Falcon CLI:\n\n1. For macOS users, install the Falcon CLI with brew:\n   ```\n   brew tap sfdc-falcon/cli git[@git.soma.salesforce.com:sfdc-falcon/>homebrew-cli.git](https://git.soma.salesforce.com/git.soma.salesforce.com:sfdc-falcon/homebrew-cli.git)\n   brew install falcon-cli\n   ```\n\n2.  For Linux users, install the Falcon CLI with `curl`:\n   ```\n   curl -sSL https://sfdc.co/get-falcon-cli | bash\n   ```\n\n3. Verify that you've successfully installed the CLI by logging in:\n   ```\n   falcon login\n   ```\n\nYou can find more information about setting up the Falcon CLI in the [Install the Falcon Command Line Interface (CLI)](https://git.soma.salesforce.com/tech-enablement/falcon-paved-path/blob/main/install-falcon-cli.md) document.\n\n# SOURCES\n- [Install the Falcon Command Line Interface (CLI)](https://git.soma.salesforce.com/tech-enablement/falcon-paved-path/blob/main/install-falcon-cli.md)",
  "created_at": "2023-11-03T17:28:43.625Z",
  "updated_at": "2023-11-03T17:28:43.625Z",
  "library_ids_included": ["1"],
  "url": "http://localhost:3000/questions/226.json"
}
GET /api/v1/questions/_id_ Retrieve Question
Parameters
name type data type description
Responses
name type data type description
question text The question to ask of the documentation
status pending, generating, generated, failed The status of the generated answer. Poll every 5 seconds until the status is generated or failed.
able_to_answer boolean Was the GPT able to generate an answer? (true/false)
url text URL to access the question
answer text Answer to the question
http code content-type response
200 text/plain;charset=UTF-8
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
curl -X GET -H "Authorization: Bearer <token>"  http://localhost:3000/api/v1/questions/226
{
  "id": 226,
  "question": "how do i setup falcon?",
  "status":"generated",
  "answer": "# ANSWER\nTo set up Falcon, you need to install the Falcon CLI. Here are the steps to install the Falcon CLI:\n\n1. For macOS users, install the Falcon CLI with brew:\n   ```\n   brew tap sfdc-falcon/cli git[@git.soma.salesforce.com:sfdc-falcon/>homebrew-cli.git](https://git.soma.salesforce.com/git.soma.salesforce.com:sfdc-falcon/homebrew-cli.git)\n   brew install falcon-cli\n   ```\n\n2.  For Linux users, install the Falcon CLI with `curl`:\n   ```\n   curl -sSL https://sfdc.co/get-falcon-cli | bash\n   ```\n\n3. Verify that you've successfully installed the CLI by logging in:\n   ```\n   falcon login\n   ```\n\nYou can find more information about setting up the Falcon CLI in the [Install the Falcon Command Line Interface (CLI)](https://git.soma.salesforce.com/tech-enablement/falcon-paved-path/blob/main/install-falcon-cli.md) document.\n\n# SOURCES\n- [Install the Falcon Command Line Interface (CLI)](https://git.soma.salesforce.com/tech-enablement/falcon-paved-path/blob/main/install-falcon-cli.md)",
  "created_at": "2023-11-03T17:28:43.625Z",
  "updated_at": "2023-11-03T17:28:43.625Z",
  "url": "http://localhost:3000/questions/226.json"
}
GET /api/v1/questions List Questions
Parameters
name type data type description
page optional integer The page number to retrieve. Defaults to 1.
Responses
name type data type description
questions array An array of question objects, each containing question details

Each object in the questions array includes:

name type data type description
id integer The ID of the question
question text The content of the question
status text The status of the question (e.g., generated)
answer text The answer to the question
url text URL to access the question
created_at datetime The creation date and time of the question
updated_at datetime The last update date and time of the question
http code content-type response
200 application/json JSON array of questions
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
curl -X GET -H "Authorization: Bearer <token>" "http://localhost:3000/api/v1/questions"
{
  "questions": [
    {
      "id": 226,
      "question": "how do i setup a new service?",
      "status": "generated",
      "answer": "# ANSWER\nTo set up ...",
      "created_at": "2023-11-03T17:28:43.625Z",
      "updated_at": "2023-11-03T17:28:43.625Z",
      "url": "http://localhost:3000/questions/226.json"
    },
    {
      "id": 227,
      "question": "how do i use gen ai?",
      "status": "generated",
      "answer": "# ANSWER\n...",
      "url": "http://localhost:3000/questions/227.json",
      "created_at": "2023-11-14T01:55:11.731Z",
      "updated_at": "2024-03-01T22:58:55.865Z"
    }
  ]
}

Documents

POST /api/v1/documents Create a new Document
Parameters
name type data type description
document required text The content of the document. 10,000 token limit.
title required text The title of the document
library_id required text The ID of the library to which this document will be added
external_id optional text A unique ID provided by the client. If a POST request includes the same external_id as an existing record, the record will be updated instead of created.
Example POST Data

Make sure you have the top level "document" attribute.

  "document": {
    "document": "Restart your computer to fix it.",
    "title": "How to fix a computer",
    "library_id": 23,
   }
Responses
http code content-type response
201 text/plain;charset=UTF-8 Document created successfully
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
 curl -X POST -H "Content-Type: application/json" -H "Authorization: Bearer <token>" -d '{"document": {"document":"Document Content", "library_id":"your_library_id", "external_id":"optional_unique_id"}}' http://localhost:3000/api/v1/documents
GET /api/v1/documents/_id_ Retrieve Document
Parameters
name type data type description
Responses
name type data type description
document object A document objects

The document object includes:

name type data type description
id integer The ID of the document
document text The content of the document
title text The title of the document
url text URL to access the document
created_at datetime The creation date and time of the document
updated_at datetime The last update date and time of the document
http code content-type response
200 text/plain;charset=UTF-8
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
 curl -X GET -H "Authorization: Bearer <token>" http://localhost:3000/api/v1/documents/<id>
{
 "id": 1,
 "document": "# QUESTION\nHow do I use gen ai?\n\n# ANSWER\n...",
 "title": "How do I use GenAI?",
 "url": "http://localhost:3000/documents/1",
 "length": 97,
 "created_at": "2023-11-14T01:55:11.731Z",
 "updated_at": "2024-03-01T22:58:55.865Z"
}
GET /api/v1/documents List Documents
Parameters
name type data type description
page optional integer The page number to retrieve. Defaults to 1.
Responses
name type data type description
documents array An array of document objects, each containing document details

Each object in the documents array includes:

name type data type description
id integer The ID of the document
document text The content of the document
title text The title of the document
url text URL to access the document
created_at datetime The creation date and time of the document
updated_at datetime The last update date and time of the document
http code content-type response
200 application/json JSON array of documents
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
curl -X GET -H "Authorization: Bearer <token>" "http://localhost:3000/api/v1/documents?page=1"
{
 "documents": [
   {
     "id": 1,
     "document": "# QUESTION\nHow do I use gen ai?\n\n# ANSWER\nThere is no direct answer provided in the conversation.",
     "url": "http://localhost:3000/documents/1",
     "created_at": "2023-11-14T01:55:11.731Z",
     "updated_at": "2024-03-01T22:58:55.865Z"
   },
   {
     "id": 2,
     "document": "# QUESTION\nHow do I integrate API?\n\n# ANSWER\nTo integrate an API, first identify the API you need to integrate with...",
     "url": "http://localhost:3000/documents/2",
     "created_at": "2023-12-14T02:55:11.731Z",
     "updated_at": "2024-01-02T23:58:55.865Z"
   }
   ...
 ]
}

Libraries

POST /api/v1/libraries Create a new Library
Parameters
name type data type description
name required text The name of the library
Responses
http code content-type response
201 text/plain;charset=UTF-8 Library created successfully
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
curl -X POST -H "Content-Type: application/json" -H "Authorization: Bearer <token>" -d '{"name":"Library Name"}' http://localhost:3000/api/v1/libraries
GET /api/v1/library/_id_ Retrieve Library
Parameters
name type data type description
Responses
http code content-type response
200 text/plain;charset=UTF-8
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
curl -X GET -H "Authorization: Bearer <token>" http://localhost:3000/api/v1/libraries/<id>
{
 "id": 1,
 "name": "My Docs",
 "created_at": "2023-11-15T20:17:25.665Z",
 "updated_at": "2023-12-01T19:59:44.618Z",
 "url": "http://localhost:3000/libraries/1"
}
GET /api/v1/libraries List Libraries
Parameters
name type data type description
page optional integer The page number to retrieve. Defaults to 1.
Responses
name type data type description
libraries array An array of library objects, each containing library details

Each object in the documents array includes:

name type data type description
id integer The ID of the library
name text Name of the library
created_at datetime The creation date and time of the library
updated_at datetime The last update date and time of the library
http code content-type response
200 application/json JSON array of libraries
400 application/json {"code":"400","message":"Bad Request"}
Example cURL
curl -X GET -H "Authorization: Bearer <token>" "http://localhost:3000/api/v1/libraries"
{
 "libraries": [
   {
     "id": 1,
     "name": "My Library",
     "created_at": "2023-11-14T01:55:11.731Z",
     "updated_at": "2024-03-01T22:58:55.865Z"
   },
   {
     "id": 2,
     "name": "My Second Library",
     "created_at": "2023-01-14T01:55:11.731Z",
     "updated_at": "2023-03-01T22:58:55.865Z"
   },
   ...
 ]
}

WebSocket API

The MessagesChannel WebSocket API allows authenticated users to subscribe to a real-time messaging stream. Users must provide an authentication token to connect and stream messages from the channel.

WebSocket URL

To connect to the WebSocket API, use the following URL:

ws://yourserver.com/cable

Replace yourserver.com with the appropriate domain or IP where your Rails server is hosted.

Connection Steps

1. Establish the WebSocket Connection

To initiate a WebSocket connection, you must connect to the WebSocket endpoint and send a subscription request to the MessagesChannel with a valid token.

2. Using Native WebSocket API in JavaScript

If you want to use the native WebSocket API, here’s how you can establish a connection and subscribe to the MessagesChannel:

const apiToken = 'your_api_token_here';

// Establish WebSocket connection
const ws = new WebSocket('ws://yourserver.com/cable');

ws.onopen = function() {
  console.log('Connected to WebSocket!');

  // Send a subscription request to the MessagesChannel with the token
  const subscriptionMessage = {
    command: 'subscribe',
    identifier: JSON.stringify({ channel: 'MessagesChannel', token: apiToken })
  };

  ws.send(JSON.stringify(subscriptionMessage));
};

ws.onmessage = function(event) {
  const data = JSON.parse(event.data);

  // Ignore ping messages
  if (data.type === 'ping') return;

  // Handle messages from the server
  if (data.message) {
    console.log('Received message:', data.message);
  }
};

ws.onerror = function(error) {
  console.error('WebSocket error:', error);
};

ws.onclose = function() {
  console.log('Disconnected from WebSocket');
};

3. Handling Subscription and Disconnection

When subscribing to the MessagesChannel, messages from the server will follow the standard ActionCable format. Incoming messages might look like:

{
  "identifier": "{\"channel\":\"MessagesChannel\"}",
  "message": {
    "message": "Hello, World!"
  }
}

Ensure that your client is prepared to handle incoming data and filter out any ping or control messages.

Guides

Setup SSO

  1. Get the SSO Metadata URL from your SSO provider. i.e. https://company.okta.com/app/xyz/sso/saml/metadata
  2. Set the SSO_METADATA_URL to the url from previous step in your .env file or environment.
  3. Restart your app.
  4. Optionally, disable username/password login with DISABLE_PASSWORD_LOGIN=true environment variable.

Importing Your Documents (DRAFT)

1. Choose or Create a Library

The library is a collection of similar documents. For example:

  • Infrastructure
  • Dev Docs
  • Onboarding

The library allows document owners to keep their documents separate from each other. It also enables more selective question/answers.

Existing Library

  1. Go to /libraries in the UI
  2. Locate the library you want.
  3. Note the id in the URL.

Creating a Library

  1. Go to /libraries in the UI
  2. Click "New Library" button.
  3. Provide a name and save. Get the id of the library from the URL.

2. Get an API Token

  1. Open /api_tokens in the ui.
  2. Create a token.

3. Locate the Directory with your Documents

You can clone your doc repo or have an directory anywhere on your computer.

4. Set the variables in .env

IMPORT_API_TOKEN=<your token>
ROOT_URL=<root url>  # "http://localhost:3000" if you are testing locally.

5. Install jq

jq is a dependency.

See the download page for instructions.

6. Run the import script

./import.sh -l <library_id> -d <path_to_your_docs>

7. Verify and Test

  1. Go to /libraries and click on the library you used.
  2. See if the documents from your import are listed.

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