Step-by-Step Guide: Knowledge Base Overview in AI Setter
Step 1: Accessing the Knowledge Base
Two Ways to Access:
From Inside an AI Setter:
When you are working inside an AI Setter, you can directly access the Knowledge Base by clicking on the Knowledge Base option in the AI Setter interface.
This will take you directly to the Knowledge Base for that specific AI Setter.
From the Left Sidebar:
Alternatively, you can access the Knowledge Base from the main menu on the left-hand side.
When using this method, you’ll need to select the specific AI Setter you want to work with from a list or search for it manually.
Step 2: Components of the Knowledge Base
The Knowledge Base is divided into two parts:
Q&A (Question and Answer) Section: This is where you define potential questions a lead might ask and how Charlie (the AI) should respond.
Documents: You can upload documents for Charlie to reference when responding to questions.
Step 3: Setting Up Q&A in the Knowledge Base
Creating Q&A Entries:
In the Q&A section, you input a question or statement that a lead might ask (e.g., "What is the success rate of your program?").
Then, provide the response that Charlie should give. This response should be clear and provide relevant information.
Context Awareness:
Charlie doesn’t need the question to match exactly. If the lead’s question is phrased slightly differently but has the same context, Charlie will recognize it and respond with the provided answer.
Examples of Common Questions:
Think of frequently asked questions in your business that might not be covered in the initial AI Setter setup. For example:
"Do you provide meal plans?"
"What does your program include?"
"Is there community support?"
"How long is the program?"
"Who is this for?"
These are questions that go beyond standard scripting, helping Charlie provide better and more accurate responses.
Optimizing Q&A:
Regularly update the Q&A section with common questions you encounter during interactions with leads.
The more comprehensive the Knowledge Base, the more effective Charlie will be in providing accurate information.
Step 4: Adding Documents to the Knowledge Base
Uploading Documents:
In addition to the Q&A section, you can upload documents for Charlie to reference when answering questions.
Supported formats include PDF, DOC, TXT, and CSV files.
Recommended File Type:
PDFs are recommended because they are cleaner and easier to format. Make sure the PDF is well-organized, readable, and contains clear images or text.
Document Quality:
Ensure that the document is clear and legible. Blurry or poorly formatted documents will make it difficult for Charlie to reference and provide accurate answers.
Examples of Useful Documents:
You can upload program overviews, meal plans, testimonials, or FAQs as PDFs to provide additional resources for Charlie when responding to leads.
Step 5: Regularly Update and Optimize the Knowledge Base
Continuous Improvement:
Keep updating the Knowledge Base with new questions, answers, and documents as your interactions with leads evolve. This will ensure that Charlie stays accurate and helpful in its responses.
Remove outdated or irrelevant information to keep the Knowledge Base clean and efficient.