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How to Train BoldDesk AI for Accurate Responses

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BoldDesk AI Copilot can be trained using multiple structured data sources to improve the accuracy, relevance, and contextual intelligence of its responses. Supported sources include:

  • Knowledge Base (KB) articles
  • Predefined Questions & Answers (Q&A)
  • Authorized public web pages
  • Uploaded PDF files

Training the AI with high-quality content ensures consistent and intelligent support across customer interactions.

Supported Knowledge Sources

BoldDesk AI Copilot uses several types of data to generate responses:

1. Knowledge Base (KB)

Articles from your KB are the primary source. Ensure they are well-organized and topic-specific. Explore How to Add Data Sources for AI in BoldDesk to learn more about adding KB as a data source for training your AI.

2. Questions and Answers

Predefined responses to common queries can be added to guide the AI.
Learn How to Create Questions and Answers for AI.

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

3. Authorized Web Pages

You can add publicly accessible URLs. The AI will crawl these pages and their child pages within the same domain. Learn How to Make Your Site Reliable for AI Support for more information on using web pages as a source of information for AI.

4. Uploaded Files

PDF documents and other files can be uploaded to enrich the AI’s understanding. Explore How to Add Data Sources for AI in BoldDesk.

Only files that are publicly accessible will be processed. Private files will be excluded from the end user’s update.

Accessing Knowledge Sources in BoldDesk

All training sources can be managed from the AI Module in the Agent Portal as highlighted below.

Data Sources.png

  • 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.
  • Existing support tickets cannot be used to train the AI. However, you can choose to convert ticket replies to Knowledge Base articles. Learn how to Convert Ticket Reply to Article for more insights.

Frequently Asked Questions (FAQs)

Q: Can I use support tickets to train the AI?
A: No. However, you can convert ticket replies into KB articles for training.

Q: What file formats are supported for uploads?
A: Only PDF files are supported.

Q: Will private files be used for AI training?
A: No. Only publicly accessible files are processed.

Q: Can I train the AI using my website content?
A: Yes. You can add public URLs for the AI to crawl and learn from.

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