Setting to enable users to search Q&A in Knowledge Base

In ChatPlus, you can set to enable users to search Q&A in Knowledge Base.

This setting can only be done above Business Plan.

 
There are two ways to search Q&A in Knowledge Base.

 

Search Q&A in Knowledge Base by entering free words.

The rough flow is as follows

1.Register Knowledge Base
2.Setting of Chatbot
3.Setting of Chat bot+

 

1.Register Knowledge Base

(1)Click the setting button on the upper right of the management page.


(2)Click [Chat]>[Function]>[Knowledge Base] on the left side of the screen.


(3)Click [+Add]


(4)Enter in boxes「Q」「A」「Tag」


(5)Click [Update]

 

2.Setting of Chatbot

Normally, when a free word was entered, the status becomes "On chat" and connected to the operators. Here, it explains how to set not to enable status to be [On chat] even though free word was entered.
 
(1)Click the setting button on the upper right of the management page.


(2)Click [Chat]>[Function]>[Chat bot] on the left side of the screen.


(3)Scroll down and in the section "Priority Processing", check in the box "Do not enable status to be [On chat] when free text was entered".
※If this box is checked, the status will not be [On chat] when free word was entered.


(4)Click [Update]

 

3.Setting of Chat bot+

Here, it will explain how to set to search in Knowledge Base when a user entered free word (when the word doesn't match with any chatbot rules).
 
(1)Click the setting button on the upper right of the management page.


(2)Click [Chat]>[Function]>[Chat bot+] on the left side of the screen.


(3)Click [Add Parts]


(4)Enter "Part's name" and "Detail"
※Leave the box at the top right "ID" empty, it will automatically be filled when Chat bot+ is created.


(5)Click [Add rules]


(6)In the section "Display Rules", click [Unmatched with User's Remark] from the pull down.
※If you set this rule, this Chatbot will be activated when a user entered free word (when it does not match with any Chatbot).


(7)Click [Add rules]


(8)In the section "Display Rules", click [AND] [Room Status] [Chatbot] from each pull down.


(9) In the section "Action", click [Search in Knowledge Base] from the pull down.


(10)Enter and check in boxes.

When you want to display "Solution confirmation", click [Add actions] and click [Display solution confirmation] from the pull down.


※The Chatbot will be more effective if you put "Solution confirmation". For more information about this, please refer to 「Display solution confirmation」.

(11)Click [Update]


(12)In the list of Chat bot+ rules, click [ON] of the set rule.
※Click and you can switch [ON/OFF]

 

When only searching by free word, not displaying choices to users

When it is not displaying choices to users in the initial message, the status will be [On chat] automatically.
For more information about this, please refer to「About user status」>「Status」>「On chat」.
 
In order to search by free word, the status has to be [On Chatbot], so if the choices are not displayed, the status needs to be set fixed as [On Chatbot] from the start.
 
(1)Click the setting button on the upper right of the management page.


(2)Click [Chat]>[Design]>[Menu] on the left side of the screen.


(3)Click [Online] tab


(4)In the section "Option", check in the box "Fix status when starting a chat", and click [On chatbot] from the pull down.


(5)Click [Update]

 

Search Q&A in Knowledge Base using text form function

The rough flow is as follows.

1.Register Knowledge Base
2.Setting of Chat Menu
3.Setting of Chat bot+

 

1.Register Knowledge Base

For registering Knowledge Base, please refer to 「Search Q&A in Knowledge Base by entering free word」,「1.Register Knowledge Base」.
 

2.Setting of Chat Menu

Here, it will explain how to hide the text area.
 
(1)Click the setting button on the upper right of the management page.


(2)Click [Chat]>[Design]>[Menu] on the left side of the screen.


(3)Click [On chat] tab.


(4)Click [Detailed Setting]


(5)Check in boxes "Hide when offline" and "Hide when chatbotting".


(6)Click [Update]

 

3.Setting of Chat bot+

Display text form for searching

(1)Click the setting button on the upper right of the management page.


(2)Click [Chat]>[Function]>[Chat bot+] on the left side of the screen.


(3)Click [Add parts]


(4)Enter "Part's name" and "Detail"
※Leave the box at the top right "ID" empty, it will automatically be filled when Chat bot+ is created.


(5)Click [Add rules]


(6)In the section "Display Rules", click [User's Remark] from the first pull down, and enter "Search Q&A" in the second box, and click [Match] from the third pull down.


(7)Click [Add rules]


(8)In the section "Display Rules", click [OR] from the first pull down, click [User's Remark] from the second pull down, enter "Search again" in the box below, and [Match] from the forth pull down.
※By using [OR], either (6)or(8) was fulfilled, the Chat bot+ will be activated.


(9)In the section "Action", click [Text form] from the pull down.


(10)Click [Search in Knowledge Base] from the pull down below and check in boxes below.


(11)Enter maximum number of results to show in one page in the box.
※Default is set to show 5.


(12)Check in either box [When there is only one candidate, state[A]], or [When it was a full match, state [A]], and check in boxes "Display solution confirmation" and "State error message" and enter error message in the box below.
※For more information about solution confirmation, please refer to「display solution confirmation」.


(13) Enter words in boxes, and check in the box "Authorize sending with Enter key".


(14)Click [Update]

 
Search in Knowledge Base when words were entered in text form
To search in Knowledge Base when words were entered in text form which was set above, please refer to 「Search Q&A in Knowledge Base by entering free words」,「3.Setting of Chat bot+」.

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