Introduction
Navigating the Site
Dashboard
Manage
Uploading Files
Linking URLs
Knowledge Base Settings
Embedding Codes for your site
The AiAdvisor makes it easy to benefit from today’s most advanced AI technology. Adding a few lines of code we provide makes it easy to add a chat icon to your site. All of the programming and complexity is taken care of for you.
AiAdvisor uses Retrieval Augmented Generation to ensure that the answers given to your users’ questions are derived from the information you provide and stored in a knowledge base. Questions without relevant information from the knowledge base will be answered with a statement that the system cannot answer the question with a message directing them on how to obtain further assistance. Links to the original source information are also provided to allow users to get more detailed information from its original source.
A flexible set of tools makes creating and managing the knowledge base as simple as possible. Your account can optionally manage more than one knowledge base. The Manage screen supports uploading files or adding URLs that point to your website. You can optionally gather content from your website’s pages from a single page, or any pages on your site that are linked to the page you publish to the knowledge base.
When you access aiadvisor.novalibra.com, a login screen allows you to access your account. Once logged in, you use the links at the top of the screen to navigate to the Dashboard, Manage, Account and Help screens. The Chat icon is also displayed in the lower right corner of the screen and is always connected to the currently selected Knowledge base.
The Dashboard screen is a window to your system’s activity. There are three major sections of the dashboard: a filter to choose which knowledge base and month is shown, a readout on the number of questions, words, and usage, and a list of questions answered for the selected knowledge base and month.
The list of questions is shown with the most recent is displayed at the top. A link is provided to reveal the answer to the question. It is recommended you review these answers to gain insight into how your knowledge base can be improved to better respond to your customers’ questions.
A Join Chat link is also provided and allows you to join the conversation with your customers. When chatting with your customers, the chat messages you enter here will be labeled with your account’s first name. The Join Chat link is only available when the chat session is active. We assume chat sessions older than one hour are no longer active.
The Manage screen is composed of five sections, the Knowledge Base selector, Load Knowledge Base Files, Link URLs to Knowledge Base, Embed Code For Your Site and Knowledge Base Settings.
Each of the sections is hidden when the account is first displayed after login to allow you to focus on the desired area of interest. Each section can be revealed or hidden again by pressing the up and down symbol at the beginning of each section title.
Navigating to the Manage screen and revealing the “Load Knowledge Base Files” section provides access to the controls needed to upload files. The following types are supported: .txt. .md, .html, .docx, .pptx, and .pdf. Press the Choose Files button, select one or more files from your computer and then press the Upload button.
Once files are uploaded, they are listed along with their publication date. Files that are no longer needed may be removed by pressing the Delete button. A complex set of processes is performed after upload to incorporate the uploaded information into the knowledge base. Please allow up to 60 minutes for the process to complete. You may use the Chat icon in the lower right corner to test the addition of your information to the knowledge base.
Multipage PDF files are processed into separate page files. When user questions are answered, links to the original page files will be provided, allowing users to get further detailed information directly from the uploaded files.
Navigating to the Manage screen and revealing the “Link URLs to Knowledge Base” section provides access to the controls needed to add information from web pages to the knowledge base.
The information on web pages can be added by entering the complete URL of the web page, including the https:// portion of the URL. You may optionally change the Crawl Depth from 1 to 2 or 3. A Crawl Depth of one will only add the web page entered to the knowledge base. A Crawl Depth of 2 will add that page, as well as any other pages on the same site linked to that page. We refer to the page referenced by the URL as the parent page, and any pages linked within that page as child pages. Higher Craw Depths will link additional “descendants” of the original pages useful for gathering many pages from a website in one step.
Once pages are added, you may selectively publish or delete pages from the knowledge base. When pages are published, the system gathers all the information on the web page and transfers it to the knowledge base. A complex set of processes is performed after publishing to incorporate the uploaded information into the knowledge base. Please allow up to 60 minutes for the process to complete. You may use the Chat icon in the lower right corner to test the addition of your information to the knowledge base.
A daily process occurs automatically to check for changes on the web pages defined. Any pages with changes are automatically updated by the system for you.
Navigating to the Manage screen and revealing the “Knowledge Base Settings” section provides access to the controls needed to customize the behavior of your chat solution. When a chat session is initiated, the system will greet the user with an introductory prompt. You may customize this message by entering any desired text, including HTML markup into the Introduction Prompt text area.
When a user asks a question that does not have any general or relevant knowledge contained in your knowledge base, it will respond that it does not have an answer for that question. You may customize this message by entering text into the “AI Doesn't Know Response” text area. You may include HTML markup in this area including links to other web pages on your site. When entering links, you must replace any occurrences of “https” with “temp@href”. You may also add “~prompt~” to these links. This special text, “~prompt~”, will be replaced with the question entered by the user. This is useful when adding a link that will perform a conventional search on your website, or pass this information to external support or lead generation systems.
You may optionally add text that will be automatically added to your users’ questions. This is a technique sometimes referred to as prompt engineering. You can automatically add this kind of text in the “Prompt Additions” text area.
We provide two easy ways to add the AiAdvisor chatbot to your website. Navigating to the Manage screen and revealing the “Knowledge Base Settings” section provides access to the code needed to add the chat solution to your web pages. You can use the Iframe Embed code to add the chatbot to a page. This is especially useful when you want one page with a generous size to house user conversations. The Floating Icon Embed Code is the most commonly used. You can copy and paste this code onto a web page on your site. Often websites will have a “footer” file that is included on every page of your website and this can be an ideal place to include this code. Please note that you will need jQuery installed on your web page for this to function correctly and your users will need to allow Javascript to be enabled for the solution to work properly.
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