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Note

Before reading this part, consider familiarising yourself with the basic terminology.

Dataset management takes place on the FAQ page of the dashboard, which page has two tabs (Training and Categories) and a button (Try it now).

Training tab

On this tab you can:

  • Overview and approve the category classifications of the see an overview of automatically responded incoming questions.Check , and approve or change these automated category classifications

  • check and answer the questions that weren’t automatically replied.

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The question list view (depicted above) shows all incoming questions posed sent by candidates.

When a question is asked, the system tries to pair it with a category in the FAQ dataset category. If this categorisation is successful, an automated , category- (and context-) dependent response is given and the category field in the question list view filled out. In case of the an unsuccessful question categorisation the chatbot is not able to respond to the candidate and requires your assistance (and the category field is left empty).

In case of questions that got matched to a category (so those where the category field is not empty) you have the following options:

  • If you agree with the category matching, you can approve the system’s decision simply by moving your mouse over the question list item and click clicking on the checkmark icon.

  • If you disagree with the category matching, click on the question list item and in the appearing pop up window assign the question to a different category. Note: the candidate who asked the question won’t receive the new category’s answer, but in the future similar (or the same) questions will be matched with your selected category.

In case the question was associated with a context dependent category and there’s no answer in the category for the specific context (as there were no incoming question in the past in that context in the category) the category’s general answer won’t be sent to the candidate (there’s no fall back). In such a case the candidate will receive an answer if:

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  • On the left side you can select one from the list of categories of the dataset

  • On the top of the right side you find the core information of the selected category

  • If the selected category is marked as context dependent, you’ll find the “Context Answers” section on the right side

  • On the bottom of the right side you find the list of questions belonging to the selected category

Category list

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On the top you can filter for context dependent or context independent categories.

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Press the “new category” button to create a new category.

Category core data

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You can set the key information on the selected category:

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Also, you can delete a category if it’s not needed anymore. Note: questions belonging to the deleted category will be removed from the dataset!

Context answers

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This section is shown only if the selected category is context dependent.

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Please remember: if a specific context doesn’t have an answer (as there were no incoming question in the past in that context in the category) the category’s general answer won’t be sent to the candidate (there’s no fall back).

Question list

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Lists the questions belonging to the category. If you need more questions, please use the “Add question(s)” button to add multiple questions at once.

Alternatively, you can delete one or more questions or move them to a different category. If you move questions to a context dependent category, you might be asked to enter context specific answers.

Try it now button

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You can quickly test your dataset by imitating candidate questions to see if they are correctly categorised. The questions asked here will appear on the training view for approval. Please note: if you need to add questions to a category, please use the “Add question(s)” functionality on the question list of the category (in the Categories tab) instead of adding the questions one by one using the “Try it now” button.