Training Your Agent

To deliver accurate and helpful responses, your Chatbeam Agent (Orb) needs to be trained with relevant business information. Training your agent involves providing data, setting up rules, and leveraging your Knowledge Base articles.

There are various ways to train your agent and make it product, service, process and policy aware of your business's needs. These inlcude:

• Adding Data
• Creating Rules
• Building out the Knowledge Base
• Adding training message examples

The more data the agent has access, the more cohession it will have to your business. It will will be able to then serve your visitors and customers needs with a high success rate.

1. Add Data

• Knowledge Data: Upload key business information, FAQs, product details, and documentation. This data forms the foundation for your agent’s responses.

• Categories: Organize your data into categories for better structure and easier management.
• Keep it Updated: Regularly review and update your data to ensure your agent always has the latest information.

2. Set Up Rules

• Rules: Create custom rules to guide your agent’s behavior. Rules can be used to define how the agent should respond to specific queries, escalate issues, or handle sensitive topics. These are located on the Agent page under "Rules"

• Enable/Disable: You can enable or disable rules as needed to fine-tune your agent’s performance.
• Best Practices: Use clear, specific language in your rules to avoid ambiguity and ensure consistent responses. You can also leverage Rules to perform behavioural actions like promoting services, setting up sales calls and many other use cases.

3. Leverage Knowledge Base Articles

• Knowledge Base Integration: If you add articles to your Knowledge Base, your agent will automatically use this content to answer customer questions.

• SEO-Optimized Content: Well-written, categorized articles not only help your customers directly but also improve the quality of your agent’s responses.
• Continuous Learning: As you expand your Knowledge Base, your agent becomes more capable and accurate.

4. Monitor and Improve

• Review Training Messages: Check the training messages and feedback in your dashboard to identify areas for improvement. If you see a kew query and response, you can add this to the training messages section.

• Update Regularly: Add new data, refine rules, and expand your Knowledge Base to keep your agent up to date.

By combining structured data, clear rules, and a rich Knowledge Base, you ensure your Chatbeam Agent delivers fast, accurate, and helpful support to your customers—24/7.