Understanding AI Assist’s Data Sources
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AI Assist relies on your data sources to deliver accurate and helpful responses to customers’ inquiries.
The quality of the data you provide is crucial; the better it is, the more accurately AI Assist will respond on your behalf.
AI Assist can read multiple sources simultaneously, and grab relevant information based on the context and relevance.
You can provide data sources in the following forms:
Shortcuts
FAQs
Documents (PDF, CSV, or TXT files)
Plain text
Websites
Knowledge Base articles
AI Assist looks for relevant keywords in up to 5 data sources by analyzing:
Every question and answer in your FAQs
1000 character snippets from plain text, Knowledge Base article, uploaded PDF or TXT files, or website
1000 characters per row in spreadsheets (CSV files)
Then, AI Assist will use the gathered information to generate a suitable response to customers in live chat.
We recommend organizing your data sources to avoid duplicate information in multiple sources. This helps AI Assist to access your data effectively, increasing the accuracy of its responses.
Other reference sources are the Base Prompt and API integration, which this article covers further below.
Let’s look at the individual data source types, starting with shortcuts.
Shortcuts are templated responses to common inquiries. They’re very useful for sending customers files, forms, and suggested messages, tagging chats, and transferring conversations to other agents or teams.
You can enter up to 5 questions containing related keywords within each shortcut. If AI Assist finds matching keywords in these questions, it’ll send the shortcut message to customers and prioritize it in the future.
To learn more about shortcuts, check out these articles:
Creating and managing shortcuts
Shortcut templates for easy conversations
Using Suggested Message and AI Assist to create scripted chat sequences
Upload a list of Frequently Asked Questions (FAQs) and their responses.
AI Assist can analyze text files, PDFs, and CSVs for relevant answers to customers’ questions. Ensure your documents contain text that can be copied as this enables AI Assist to read your documents easily.
Click Add Document to add new documents and ensure they’re Enabled.
Note:
For CSV files, please ensure
Each row contains 1,000 characters or less.
The first row is treated as a header with column labels.
Each cell contains a text string without line breaks, separated by a comma, instead of a semi-colon.
There are no empty cells in between cells with data.
AI Assist only analyzes the text in your documents. Images won’t be analyzed.
Create articles about your products and services in your Knowledge Base. Detailed articles help to equip AI Assist with the know-how to answer even the most in-depth customer queries.
To learn more about the Knowledge Base, check out these articles:
AI Assist can scrape data from websites containing relevant information about your business. Depending on your AI Assist plan, it can process between 100 and 10,000 pages.
Note:
AI Assist only analyzes the text in the websites you list here. Images won’t be analyzed. Some information in tables may not be covered, too.
In addition to the data sources, AI Assist also refers to:
The Base Prompt
API integration
The Base Prompt
The Base Prompt is your personalized instructions for AI Assist. You can provide clear instructions and information in the Base Prompt to set the ground rules for AI Assist. This helps AI Assist understand your specific needs and priorities.
To learn more about the Base Prompt, check out these articles:
API calls
You can integrate AI Assist with external platforms through API calls, allowing AI Assist to pull data from other systems and formulate relevant responses to your customers.
To learn more about integrating AI Assist with other platforms, check out these articles:
AI Assist grabs information from up to 5 relevant sources to answer your customers’ inquiries.
When testing your widget using the preview, you’ll see the following icon next to each response generated by AI Assist:
Click this icon to see which sources were used for each response.
By providing a variety of data sources and prioritizing them strategically, you can empower AI Assist to become a true customer service champion for your business.
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