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How to Add Questions to Artificial Intelligence

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Integrate questions into BoldDesk’s AI features using methods to streamline the process and meet goals. Use AI Assist for efficient KB article creation, helping agents access the KB for accurate AI responses.

Here are various ways to add questions for AI Copilot:

1. Add Questions via Custom Answers

This method helps AI Copilot respond to specific FAQs or ticket-related queries.

  1. Go to KB > Artificial Intelligence > Custom Answers.
  2. Click Add Custom Answer.
  3. Click Publish.

AI_Custom_Answer.png

These answers are not visible to end users but are used by the AI Copilot to generate responses.

2. Creating KB Articles

If you want AI to answer user questions based on your content, please create a KB article by following the guidelines below:

  • Log in to your BoldDesk Admin Portal.
  • Navigate to Knowledge Base > Articles.
  • Click Create Article. Add a question as the article title (e.g., “How do I reset my password?”). You can also use tags and categories to improve searchability.
  • Click Publish.

AI Integration

Enable AI Search by going to:

  • Admin > Customer Portal > Knowledge Base
  • Toggle “Enable AI assistance in KB search

This allows users to type natural language questions and get AI-generated answers based on your KB content.

3. Add a New Web Page

  • Navigate to KB -> Artificial Intelligence -> Source -> Choose Web Pages tab and click on Add Web Page.
  • Fill in the brand information and submit the URL you want to process.

How_to_Add_a_web page_as_Data_source_to_AI.png

  • Only URLs that are publicly accessible will be processed. Private or protected URLs will be excluded.
  • Providing a root domain, such as https://www.bolddesk.com/, will result in the processing of all pages within that domain. If a specific path is provided, such as https://www.bolddesk.com/pricing, only the nested pages within that path will be processed. Other URLs will not be crawled.
  • Additionally, during crawling, only links to pages within the same domain will be considered. Links to external domains will be disregarded.
  • Sitemap URLs can also be utilized, and they will be processed accordingly.
  • To simplify whitelisting and approval through the robots.txt file, we provide a dedicated user agent, BoldDesk-Bot. If you have restrictions in place for external crawlers, you can grant access to BoldDesk by whitelisting this specific user agent.

4. Add a New File

  • Log in to BoldDesk Agent portal.
  • Navigate to 'KB -> Artificial Intelligence -> Source -> Choose Files’ tab and click on ‘Add File’ button.
  • Fill in the brand information and upload your file.

How_to_Add_a_file_as_Data_source_to_AI.gif

  • Then click ‘Add File’ to save.
  • The system currently supports uploading files in PDF format only. Please ensure that your documents are clear, well-structured, and relevant to enhance AI processing and response accuracy.
  • Only files that are publicly accessible will be processed. Private files will be excluded from the end user’s update.

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