Monitor and Fine-tune
  • 21 Feb 2024
  • PDF

Monitor and Fine-tune

  • PDF

Article Summary

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:

Access Monitor & Fine Tune

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

Monitor AI Chatbot Q&A Sets

null
Monitor & Fine-tune Table

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:

Item

Definition

Action

Verification

AI Admins can verify whether a Q&A Set is sufficient/relevant to the user query, and should be prioritized for recurring use in future queries

Mark as “Verified” or “Irrelevant”

Quality Score

Answer’s ‘score’; measured in percentage on a scale, based on the following parameters:

  • How much context was covered from the AI Chatbot’s Data Pool

  • Was the answer self-servable (user doesn’t require further assistance)?

  • Did the user need to submit a Service Record after the conversation?

  • End user ranking (thumbs up/thumbs down)

Hover over Quality Score chip to view the individual parameter rankings

Q&A Set

The Query and Answer texts in the AI Chatbot Conversation

Click on text to edit

User Ranking

Whether the user clicked “Thumbs Up” or “Thumbs Down” to provide AI Chatbot feedback

Hover over chip to read what user typed in the “Submit feedback” input field

Note

  • The “Unattended” label in the Query Drawer indicates that the Query has not been marked as “Verified” or as “Irrelevant”

  • The “AI Editor” AI bubble appears when the AI Admin clicks on the User Query or Answer texts

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

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

Verified Answers

Verified answers can be modified and re-verified

Read User Ranking & 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”

These two forms of feedback are calculated into the Q&A Set’s Quality Score, and appear in the Verification Drawer for all Chat threads that received User Feedback from the End User.
To read the End User’s textual feedback, hover over the User Feedback chip in the Verification Drawer and the feedback text will appear in a small text bubble.

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.


What's Next