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Using Impact report to train the bot

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Note that only reports created after January 13th, 2021, are the New Impact Report. You can easily create one with existing messages or importing data from your CRM platform. e.g. Zendesk, Salesforce, etc).

Check out Getting started with Impact report to see how to create one.

 

How to use Impact Report to train the bot

Go to AI > Impact Reports, click your latest Impact Report, and scroll to the bottom to the Frequently Asked Question section. You should see a list of topics curated by our AI.

 

Screen_Shot_2021-08-30_at_4.18.26_PM.png

 

In this list of topics, hover over the topic you want to train, and click on Explore & train on the right. You'll see expressions on the left and intents on the right.

As you select the expressions on the left, you can see how the AI algorithms are doing these two things simultaneously!

  1. suggesting a similar one by highlighting them with similarity level on the left
  2. matching intents for you on the right

Screen_Shot_2021-08-30_at_4.23.18_PM.png


Filter setting recommendations

Simply click on Filters on the top-left and you'll see a drawer on the right giving you the options.

Here's what we recommend to achieve the highest efficiency: 

Message Filters
  • Similarity Threshold: Set to 50% to see the expressions that are similar enough to the ones you've selected
  • Confidence Threshold: Set to between 60-80% so you only see the expressions that the bot needs help with the most.
  • Number of words: Average English sentence contains about 20 words. Set it to 3-25 to make your browsing efficient. 

 

Advanced Search
  • Fuzzy
    Switch to this if you want to search for typos or similar spelling of a word.
  • Semantic
    Switch to this if you need to go through data in a language you don't speak! 
    Leave the rest unticked. Click here to find out what they mean. 

 

 

 

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