Importing & Managing Data Sources

Supplying your Chatbeam Agent (Orb) with high-quality data is essential for accurate and helpful responses. By importing and managing your business data, you ensure the agent can answer questions about your operations, products, services, and policies.

Why Import Data?

• Comprehensive Coverage: The more information you provide, the better your agent can handle a wide range of customer queries.
• Business-Specific Knowledge: Importing your unique business data ensures the agent gives answers tailored to your products, services, and processes.
• Reduced Manual Support: Well-managed data allows the agent to resolve more queries automatically, reducing the need for human intervention.

How to Import Data

• Manually Upload Documents (Recommended): Add FAQs, product manuals, policy documents, and other resources directly to your knowledge data section.

• Bulk Import: Use the "Import" tool to bulk add data

• Organize by Category: Assign each data entry to a relevant category (e.g., Products, Returns, Shipping) for better structure and easier retrieval.
• Keep Data Updated: Regularly review and update your data sources to reflect changes in your business or offerings.

Managing Data Sources

• Edit or Remove Entries: Update or delete outdated information to maintain accuracy.
• Monitor Usage: Use analytics to see which data sources are most referenced and identify gaps in your coverage.
• Plan Limits: Be aware of any limits on the number of data entries based on your subscription plan.

By importing and managing robust data sources, you empower your Orb agent to deliver fast, reliable, and business-specific support to your customers.