Monitor and Fine-tune

Refine and validate AI Chatbot Q&A Sets for improved accuracy and quality, providing control and visibility into the value and effectiveness of the AI Chatbot.

The AI Chatbot "Monitor and Fine-tune" feature enables AI Admins to refine and validate AI Chatbot Q&A Sets for improved accuracy and quality, providing control and visibility into the value, user satisfaction, and overall effectiveness of the AI Chatbot.

Requirements

SysAid Copilot license with AI Chatbot feature enabled

This document describes how to:

• Monitor AI Chatbot Q&A Sets

• Verify Q&A Set Relevance

Access Monitor & Fine-tune

Navigate to the Monitor and Fine Tune Table by clicking the Settings (cogwheel) icon on the left-hand sidebar of the AI Chatbot screen, and clicking Monitor & Fine Tune.

Monitor AI Chatbot answers

The Monitor and Fine-tune Table displays a list of all previous AI Chatbot Q&A Sets (both Query and Answer) as well as the AI Chatbot metadata (Quality Score and Verification).

To open a Q&A Set’s complete content and metadata, click on any record in the table and the Q&A Set’s drawer will expand from the right-hand side.

This is where you’ll see the following:

Search, filter or sort the Table 

You can search, filter, or sort the Monitor and Fine-tune table by the Q&A Set record’s Verification status:

•  Unattended (default)

• Verified

• Irrelevant

• All Entries (no filter)

Filtering the table allows you to narrow down the displayed records so that you can monitor the most relevant conversations.

You can also sort the table by Column, to view the table records according to your desired hierarchy.

Verify Q&A Set Relevance

AI Admins can edit, verify and submit AI Chatbot Answers, or alternatively, mark it as Irrelevant.

Read User Ranking & Textual Feedback

AI Admins can gauge User Satisfaction with the AI Chatbot’s Answer to each Question when the End User:

• Clicks either “Thumbs Up” or “Thumbs Down” (that appears to the right of each AI Chatbot Answer)

• Provides textual feedback in the “Please share your feedback” lightbox that appears after clicking “Thumbs Up” or “Thumbs Down”

The ‘Thumb Up'/’Thumbs Down’ activity appears in:

• Verification Drawer for all Chat threads that a user ranked with ‘Thumbs Up’/’Thumbs Down’

• Monitor & Fine Tune table

• Expanded Quality Score view (appears upon hovering over Quality Score chip)

The textual feedback appears in a text bubble that appears upon hovering over the Verification Drawer’s User Feedback chip.

Modify AI Chatbot Queries & Answers

AI Admins can modify (fine-tune) Q&A Sets while reviewing them. Modifying the Q&A Set before clicking “Submit Verified Answer” allows you to improve its content before it’s incorporated in the AI Chatbot Data Pool.

To modify an AI Chatbot Q&A, click over the content’s text area and change the desired text, with the option of using the “AI Author” AI bubble.

Verify Answers

Answers marked as “Verified” are submitted to the Data Pool so that it knows to prioritize the Answer content over others for future user queries.

To verify an Answer, select “Submit Verified Answer” at the bottom of the conversation’s drawer. The Answer’s record will then be indicated as Verified in the Table and appear in the ‘Verified’ table view.

Mark as Irrelevant

AI Admins can mark AI Chatbot Q&A Sets as Irrelevant, which will: 

• Add it to the “Irrelevant” Table View

• Remove that Set from: 

  • AI Chatbot Data Pool

  • “Unattended” Table View

To mark an Answer as Irrelevant, select “Mark as Irrelevant” at the bottom of the Q&A Set’s drawer.