How to configure a Content Knowledge Bank

Learn how to configure a Content Knowledge Bank.

When configuring a Knowledge Bank, note that a user's access to content within a knowledge bank is managed through their entitlement to use agents.

To configure a Knowledge Bank, go to Manage > Knowledge, here you will be able to configure the Banks for your agents. Select Add New Bank, then New Content Bank.

Then give the Bank a name and short description - this is only used for the administrator and is not end-user facing.

Once saved, a Content tab will appear enabling you to add your Content into the Bank. Here you can input your content items. Content items can be uploaded in the following formats: PDF, MP3 or MP4, or MOV. You can upload or drag & drop your files into the bank, but you cannot upload more than 10 at a time.

When uploading you will see the file processing on the right-hand side.

Once your Bank files have been processed they will sit in an unpublished state on the left hand side, now you have the opportunity to manually review the file before publishing. Click on the three dots on the right-hand corner of the file and select Edit.

Under the Content Item Settings tab, you can amend the content Display Name, this is what the end-user will see when searching for content or looking at segments. You can amend the Description for that piece of content and add a thumbnail image. We recommend including thumbnails that represent your brand, as well as that piece of content, think about the topic, the speakers or the event and how you can represent this in the thumbnail. You also have the option to include the Display date, this is how content will be ordered in the front-end for users i.e. most recent content.

You have the option to exclude the content from the Discovery and Segments panel. Enable this if the content should be available to the agent for the formulation of answers, but should not be directly available to users via the Discovery and Segments panel.

Next Labels can be added to organize the content for your end-users (in the Content Discovery interface). Labels need to have been set up already under Knowledge on the left-hand navigation, and selecting the labels tab (reference this article for details on how to set up labels).

Metadata

The content metadata is used by the language model to understand the file's context (this is not viewable to end-users). The Known As and Summary fields are pre-populated however can be edited. Known As can be changed to explain the type of media file, e.g. Video or PDF for instance.

If the file is a PDF a Transcription tab will be seen next to the Content Item Settings tab showing the text directly extracted from the content you have uploaded.

Configuring Segments

If the file is an MP3, MP4 or Mov you will see a Segments tab next to the Content Items Settings tab. In the Segments tab, you will see the content broken down into chapters, or segments, these are chunks of content that each relates to one topic. When a new segment is created, it means the topic has changed inside of the content.

For each segment, you can choose a speaker, or add one by selecting the Speaker - unknown boxes.

Select the box and type the person's name who spoke in that segment, when you have added that person once it will automatically populate them for any other segments where they speak. They will also be added as a speaker in the dropdown list.

This is important because the end-user can start engaging directly with specific speakers in the agent chat i.e. ‘What does Niamh think about using Accounts?’ and they will get an accurate answer.

If you select the pencil button for each segment you can amend the transcript or update the Segment heading and summary. For example, if it has spelled someone's name wrong you can go and amend it.

If you want to double-check what that segment is referring to, in your content you can play the video segment directly.

If you find the transcription consistently gets a word incorrect, you can use the search and replace feature to update this throughout the content.

Once you are happy with the transcription, segments, and speakers, click back to your list of content inside the bank. You can now start publishing these pieces of content to the Knowledge workflow for end-users to instantly engage with

Publishing Content

On each piece of content select the three dots in the right-hand corner and click Publish File.

Once Published you will see the green tick appear in the left-hand corner.

Within the selected knowledge bank, you will see additional tab headings: Prompts, Bias and Access Management.

Prompts

To configure Prompts under the Prompts tab, select Add Prompt Collection. For details on Prompts and how to configure them, refer to this article.

Bias

Under the Bias tab select Bias Assessment to see a summary of the Banks Data. This provides information on the key themes and concepts of the banks content.

The Weighted Concepts tab displays the concepts and the related segments, with the highest weighted concepts at the top and the lowest at the bottom.

Once you have published your Content and created your Prompts you are ready to assign a Bank to an Agent.

Please note: The default Knowledge bank in your application will always be an 'open access content bank'.