Data Pool

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Customize the Copilot’s Language Models (LLMs) for End Users' specific needs.

Requirements:

  • SysAdmin or AI Admin permissions

  • SysAid Copilot license

The Data Pool is the information source for the organization's AI Chatbot.

SysAdmins use Data Pool data to customize the Copilot’s Language Models (LLMs) for End Users' specific needs.

The Data Pool consists of Datasets; containers that SysAdmins add and configure to improve SysAid Copilot’s knowledge and personalize responses to user queries.

The Data Pool contains six types of Datasets:

  1. Service Record Data

  2. Q&A Sets

  3. Knowledge Base Articles

  4. Documents

  5. URL

  6. SharePoint

  7. AI Agent

Data Pool Page Structure

SysAdmins can manage Datasets and their sources on the Data Pool Page.

To access and manage the Data Pool, go to Self-Service Portal > AI Chatbot > Settings > Data Pool.

The Data Pool Page consists of two main sections:

Dataset Side Panel

The Side Panel groups the account’s list of Datasets with indication of their type, as well as a button to create (and configure) a new Dataset.

Out-of-the-box Datasets

The Data Pool’s six out-of-the-box Datasets are:

Out-of-the-box Dataset

Dataset Type

Incident History

Service Record Data

SSP Knowledge Base Articles

Knowledge Base Articles (published to the Self-Service-Portal)

Verified Answers

Q&A Sets (submitted as “Verified” in the “Monitor & Fine-tune” area)

Documents

Documents uploaded by the SysAdmin

Websites

URL (public URLs)

SharePoint Connector

Imported SharePoint Sites

Table of Sources

The Table of Sources displays all items added to the selected Dataset. Each item can be edited or deleted from the table through the ‘three dots’ action menu.

The Table displays the Datasets with two sortable Columns: Status and Last Updated.

The Table Header contains the following metadata:

Chip or Label

Definition

Dataset Type

Type of Dataset (e.g. Knowledge Base or Documents)

Dataset Count

Appears automatically when the Dataset is out-of-the-box

Default

Whether or not Dataset is OOTB

Sanitization

Whether or not the data is sanitized

Visibility

Who can view the Dataset

Last Synced

Date and time of most recent Dataset sync with Sources

Please note:

  • All out-of-the-box Datasets are automatically marked Default and Sanitized

  • URL Source Items are not automatically updated with changes done to the source URL

  • Datasets can be enabled or disabled by selecting the 3-dot menu in the table and clicking Enable/Disable