Chatbot

Train chatbot

Overview

Streamline your chatbot's efficiency by setting up message forwarding with your support ticket provider to DocsHound, allowing you to configure rules and actions that manage message flow effectively.

This workflow shows how to create and update the information your chatbot has access to – effectively training your AI chatbot agent – using DocsHound's AI authoring tools and instant publishing – to immediately provide updated responses.

In this example we do so for a jewelry store's internal employee knowledge assistant.

Log into DocsHound and navigate to the dashboard. Find the Sidebar on the left and select the relevant category.

Adler's Employee Handbook User Guide interface in DocsHound with navigation menu and featured guides.

In this example, we go to the General article underRepairs to add information about recutting and repolishing vendors.

DocsHound chatbot training workflow for jeweler use case showing repair categories.

Add Information

Input information that you want the chatbot to be able to draw from.

DocsHound interface showing Adler's Employee Handbook User Guide with jewelry manufacturer details and recut and repolish services.

Publish Updates

Once you have added the necessary information, select the Publish guide button. Customize settings as needed in the publishing modal and confirm to publish the content.

DocsHound interface showing Adler's Employee Handbook User Guide with jewelry categories.

Verify Chatbot Updates

Open the Chatbot window and type queries related to the updates, such as 'Where can I get items repolished?' Use the Send button to check if the chatbot retrieves the correct information. This ensures the updates are live and accessible.

Adler's User Guide History section with ADLER AI chatbot interaction

Verify Chatbot Updates

After publishing new content, interact with the chatbot to ensure it has been updated correctly. This confirms that the information is ready for user queries.

Train on Ticket Responses

Setup (Groove)

If you use Groove, to access the rule creation form, go to the Settings menu, and select Rules. Click on the Create Rule button.

To set triggers for message handling, you will see a form with various options. Use the Toggle switch to activate the rule.

For defining conditions, use the provided Checkboxes. For example, check Inbound message received to trigger the rule on receiving a message.

The Dropdown menu labeled Immediately can be used to specify when the rule should take effect.

Create a rule screen in DocsHound for setting chatbot triggers and actions

Activate Rule

To activate the rule for message handling, toggle the Rule is active switch. Turning it on ensures that the rule is applied to incoming and outgoing messages based on the defined actions.

Activate Your Rules

Ensure your message handling rules are activated to apply them successfully. If rules aren't activated, their configurations won't take effect.

Specify Forwarding Actions

In the actions section, choose the Forward conversation checkbox to define that messages will be forwarded. This action ensures that conversations meeting your defined triggers are sent to a specific email.

Next, utilize the Email address textbox to input the email where forwarded messages should be sent. This step links the action to an external contact point, ensuring accurate message delivery.

DocsHound chatbot action setup screen with 'Forward conversation' email action.

Enter Email Address

To forward messages correctly, you must enter an email address in the Email address Textbox. This step is critical because any mistakes in the email address will result in misdirected or lost messages.