Your Training Content is basically the library where your AI learns the information it needs to provide accurate and relevant responses. You can add content from your website, knowledge base, or custom answers to tailor the AI to your business needs.

This help file provides an overview on Training Content and explains how you can add and manage content that the AI will use.

Before you start

  • AI Training Content is part of our AI Automation and AI Assist features, so you must be on a pack that contains one of these features. For pricing, click here.
  • You’ll need to have access to Settings > AI > Training Content in your permissions.
  • If you don’t have access, you can request it from an Admin user within your business. 
  • You should have AI Instructions created to work with your Training Content. To find out more about Instructions, click here. 

01 Getting started

Well-developed Training Content improves the quality of AI-generated responses by giving Smart Reply and the Chatbot access to the most accurate and up-to-date information.

When you first start with AI, your Training Content includes a Sample Policies library with 8 pre-written articles.

  • Review these articles to ensure they align with your business policies. To do this, go to Settings > AI > Training content > click on the Sample Policies library > click on the Name of the article to review it. 
  • Expand the library by adding more pages, knowledge base articles, or custom answers. See section 02 below.

Tip: The more relevant content you add, the better your AI performs!

02 Adding content to the library

Click on the name of the Sample Policies library and click 'Add content'.

This opens an Add content window that allows you to add content to the library in the following ways:
 
  • Get information from an entire website
  • Get information from a single web page
  • Add content as plain text (custom content)
  • Pull all content from an existing Knowledge base
  • Sync Shopify product feed
Select one of the tiles in the Add Content window.
Note: We can also add content using a Sitemap or by Scraping an external web page which can save you time by eliminating the need to add individual external links. If you have a Sitemap or would like us to scrape an external web page, let us know and we can add it for you.

The next sections in this help file describe how to import from each of these options.

Get information from an entire website

To import content from an entire website:
 

1. Select Import from website via URL to open a pane that allows you to enter a website URL:
Select website from URL option fields.
2. In the Website URL field, add the main domain URL of the website, e.g., https://www.edesk.com, and not https://www.edesk.com/pricing. 
You must include the http prefix e.g. https://

3. Select Import at the bottom of the pane.
The import will begin immediately and all web pages belonging to the domain will be added to the Training Content. There is a limit of 10,000 pages. If the website contains a high volume of pages, this will take time - even a few hours.
You'll see each imported page appear as an article inside the library.

4. To preview the content, select the article in the library. You'll see the URL and a preview of the content.
Preview imported content.5. To reimport this content from the relevant page in the website, select the Refresh Content in the preview.


If you want to import only one page from a website rather than the entire website, follow the steps in the next section of this help file.

Get information from a single web page

To import content from one web page:

1. Select Import a single page via URL to open a pane that allows you to enter a website URL:
The fields for importing a single page into Training Content.
2. In the Website URL field, add the URL of the web page, e.g., http://www.edesk.com/pricing

3. Select Import at the bottom of the pane.

The import will begin immediately and the chosen web page will be added to the Training Content. The imported page will appear as an article inside the library. When you select it, you'll see the URL and a preview of the content. You can manually refresh each page here if needed by selecting Refresh Content.

Pull all content from an existing Knowledge Base

If you already have a Knowledge Base set up in eDesk, you can connect it to your Training Content to make it available for your chatbots and Smart Reply to use.  To learn about eDesk's Knowledge Base feature, see here.

1. Select Import from existing Knowledge Base to open a pane that allows you to choose the Knowledge Base.

2. Select the Select knowledge base to display a list of libraries.
Choose a knowledge base library from the list.
3. Select Import at the bottom of the pane.

The import will begin immediately. All articles belonging to that Knowledge base will be added to the Training Content library as individual articles. 

4. To preview the content, select the article in the library.

Add content as plain text

The plain text or custom content option is the simplest way to add material. It is a free text field and can be updated at any time.

1. Select Add custom content to open a pane that allows you to enter custom content: Add Custom Content fields. 2. Enter a name for the article - this will be displayed in the list of articles in the library.

3. Enter text for the AI to use. Here are some guidelines for creating formatted and hyperlinked text in your custom content.

4. Select Add to add this to the Training Content.
Please note, once saved, custom content may take up to 15 minutes to be ready for the AI to use.

Sync Shopify product feed

If you have added a Shopify channel via the App Store, you'll have the option to sync your Shopify product feed with your Training Content:

1. Select Sync Shopify product feed to open a pane that allows you to choose your Shopify channel: The Shopify Product Feed fields.
2. Select a channel.

3. Select Save.

All active products that are available in the store for this channel will be added to the Training Content library. The product feed will then be synced with the Training Content once every 24 hours to ensure it's kept up to date.

4. If you don't want specific products to be synced, manually disable that article in the library.
 

03 Creating a library from scratch

To get started, go to Settings > AI > Training Content > Add library.

Give the library a title. This will appear in the list of Training Content you create and will be used when selecting which Training Content to use in your Instructions. For more on Instructions, click here. 

You can then add content to your new library as described in section 02 above.

04 Adding your Training Content library to the Instructions

If you're using the Sample Policies library and Sample Instructions provided in your account, your Training Content is already linked to your Sample Instructions.

If you’ve created a new library in your Training Content, you’ll need to assign it to your Instructions:

  1. Go to Settings > AI > Instructions.
  2. Click on the Instructions you want to use with the new Training Content.
  3. Under Training Content Libraries, select the library you want to link to these Instructions.
  4. If you want the Training Content to be used by the Smart Reply feature, select the Channels you want it to be used on.

05 Using the Training Content with AI

Once the Training Content has been populated and added to Instructions, it’s ready to use by your AI.

For Smart Reply, the content will be used for any Instructions with the specific channels and Training Content selected. No more set-up is needed.
For more on the Smart Reply feature, click here. 

For the Chatbot, the AI node - Have a conversation with Ava -  is required in the flow to use your Training Content and once this node is added, you can select the Training Content you would like to use with it.
For more on creating the chatbot and building flows, see Creating and editing Chatbots.

06 Updating and deleting 

Finding Content in the library

If your Training Content has a long list of content articles, you can use the Search field to quickly find the one you want to view, update, or delete. Click on the name of your Training Content to view the articles that are in it.  At the top of this page is the Search field.
The Search field.
Into the Search field, type part of the content name. For example, type "ret" to display articles with names like "What is your return policy?" or "Are your pretzels gluten-free?". Then hit Return on the keyboard to display a list of articles that match the search term. To redisplay the full list of Content articles, select the X in the Search field.
The X in the Search field.

Publishing/unpublishing articles

To prevent a chatbot or Smart Reply using a given article, you can unpublish it.
Content is published by default but can be unpublished by deselecting the Published toggle. If unpublished, the Name will still be displayed on the list of articles, but it will not be used by the chatbot and an X will be displayed in the Published column.  

To unpublish/publish an article:

1. Select the article in the list to open the preview. 

2. Select Published toggle at the top of the pane. Publish/unpublish toggle. 3. Select Save.

Updating an Existing Knowledge base

To edit a Knowledge base article that is in the Training Content, click on the name of the article and in the preview you will see a link to 'Edit knowledge base article'. Once saved in the Knowledge base, it will be automatically updated in the Training Content. 
Note: You cannot edit a Knowledge base article directly inside the Training Content itself.
Screenshot highlighting the name of the article and the Edit Knowledge Base article button.

Updating Custom content

To edit Custom content, you simply click on the name of the article, edit it directly in the Training Content and hit 'Save'.


Updating an External web page

To edit an External web page, you need to do this at the source (i.e., within the web page itself). Once it is updated at the source, you must manually click on the name of the external content in the Training Content and then select Refresh content which will trigger the system to pull the new content in.

Bulk updating and deleting External web pages

If you have updated a number of pages on your website, you can bulk update by clicking into your Training Content, selecting the articles you want to refresh and clicking on the 'refresh external content' button. Please be aware that refreshing all your pages may take some time.

To delete pages, choose the 'Remove content' option instead.

Note: If any Knowledge base articles are in the bulk selection, they will not be deleted. They must be managed from within the Knowledge base section itself. 

Updating synced Shopify product feed

You cannot edit Shopify product information directly in the library in eDesk; instead you must edit the product information in your Shopify store and then sync the articles in eDesk to pull the updated information into your Training Content. 

Deleting a library

Note: You cannot delete a library while it's used in a Profile. You will have to remove it from the Profile first. 

To remove a library from a Profile:

1. Go to Settings > AI > Profiles and select the Profile that uses the library that you will later delete.
This opens the Edit Profile page.
2. In the Training Content section, select the Add existing library field and choose a different library to the one you will delete.
The Training Content field in a Profile.
3. Save your changes.
4. Repeat for all Profiles that use the library you will delete.
5. Now you can go ahead and delete the library.

To delete a library:
1. Go to Settings > AI > Training Content to view a list of the existing libraries.
2. In the row for the library you want to delete, select the More Actions (three dots) button, to display a menu.
Showing the Delete item in the More Actions menu.
3. Select Delete. 
4. A confirmation modal window is displayed. Select Ok to confirm that you want to delete the library.
5. The library is deleted from the list and a success message is displayed.
 

Further reading

Learn more about Smart Reply here
For a full overview of the chatbot see here
To see all of our AI features, click here