AI Chatbot Advanced Configurations

Define a prioritization hierarchy for how the AI Chatbot considers the relevance of each Dataset source in the Data Pool.

Requirements:

• SysAid Copilot license

• SysAid Copilot and AI Chatbot enabled

AI Admins can use Dataset Configuration Settings, or “Advanced configurations”, to adjust how the AI Chatbot prioritizes and selects Dataset sources when generating responses to user queries.

These advanced configurations include:

• Setting the relevance of a dataset

• Setting a ‘Secured Spots’ amount for a dataset

• Setting access permission for the dataset content

Configure Dataset Prioritization

To set a Dataset’s Guaranteed Source Count, adjust this value in the numeric fields.

These fields can be found in either:

Dataset Configuration Form

To open this form, follow these steps:

1. Click the three dots on the Dataset form

2. Click Edit

3. Adjust the fields

4. Click Save

Source Relevance Scope (Relevance Threshold)

A numeric value (ranging from 0 to 1) that determines the scope of relevance for the data sources that the AI Chatbot should consider when responding to user queries.

The lower the value (closer to 0), the more relevant the data source is to the user query; a higher value (closer to 1) indicates less relevance.

Guaranteed Source Count (Secured Spots for Dataset)

This is a number that tells the AI Chatbot how many (a defined count of) prioritized data sources (within the Source Relevance Scope) it should always consider when responding to each user query.

Setting Dataset Permission

AI Admins can configure which Chatbots will have access to the content stored in a dataset, allowing for a personalized experience when interacting with the AI Chatbots.

• Chatbot (optional) - select the AI Chatbots which will have access to the content in the dataset.

• Company (optional) - select the SysAid companies which will have access to the content in the dataset, allowing their users to retrieve its information when interacting with the AI Chatbot.

• Groups (optional) - select the SysAid Groups which will have access to the content in the dataset, allowing their users to retrieve its information when interacting with the AI Chatbot.

The dataset content will be available by default to all Companies/Groups with access to the AI Chatbot. By using the  ‘Include’/’Exclude’ fields, the AI Admin can configure the permissions with advanced granularity.

Dataset Header

To adjust these values in the Dataset Header:

1. Click the Advanced configuration link

2. Edit the values (inline) of the two fields that appear

AI Admins can edit and adjust these Settings at any point in time, as they see fit.