Q&A insights

Monitoring conversations and tuning your bot​

Go to Insights > Q&A in the Helpfruit portal to:

• review questions people have asked your chatbot
• see how your bot has answered
• add new questions or question variants

Available filters on insights

Filter your insights to focus on the things your most interested in:

Date filter

Filter by date range. The default = last month, but it’s fully customisable:

Source filter

Filter by source – eg to exclude any conversations on your test site:

Keyword (free text) filters

Search for keywords or phrases and filter on those results:

Filter by tag

You can also filter questions by tag.

You can use insights tags to categorise and set up workflows in insights, and report on actions taken.

Example: Here’s a possible scheme for using tags to manage your Helpfruit workflow:

• todo – when you see a question that you need to action – to create a queue of work
• added to QnA – when you have dealt with a question by adding to your Q&A
• web search – when an unanswered question is handled by web search

You could also tag questions with a person’s name/initials (eg “KD to review”) to create a review list for them.

Filter by confidence score

When a user asks your bot a question, the question is assigned a score from 0-100, representing the confidence the bot has in a matching answer.

Confident answers (85-100)

Marked in green in Insights, and the bot will answer the question directly

Uncertain answers (50-85)

Marked in orange in insights, the bot will answer with a Did you mean?

Unanswered questions (0-49)

Marked in red in insights, the bot will not provide a knowledge base answer. It may answer with web search. Expand to see the details:

Note: It is possible to change the default confidence score bands in the Settings area although this is rarely required. Defaults are:

• Confident answers (85-100)
• Uncertain answers (50-85)
• Unanswered questions (0-49)
  
  

Reviewing uncertain answers and adding new questions/variants

Navigate to the Uncertain answers tab for your chosen period and source.

In this example, the user selected one of the "Did you mean" options presented

From this screen, you can view the entry in Q&A, or directly add the user’s question as a variant to that Q&A.

We are going to add as a variant to entry:

This takes you directly to the Q&A and adds the user’s question as a variant. Review the addition, and if you’re happy with it, save changes.

Then you just need to navigate back to insights, and tag the question accordingly.

Other options for uncertain answers and unanswered questions

If none of the “did you mean” questions is a good match for the user’s question, or the user’s question is unanswered, you have some other options:

If you know there is an existing question that would be a good match you can add the user’s question as a variant to that question

To do this, click the 3 dots to the left of the user’s question, and select:

You then get the option to search for/select a question to add a variant to – start typing to see options:

Once you select an option, you’ll see that question in the Q&A screen, with the user’s question added as a variant.

Again, you just need to check and save changes. Then navigate back to Q&A Insights and tag the question accordingly.

If there is no suitable answer, you can add the user’s question as a new question

To do this, click the three dots next to the user’s question and select:

This will open up the knowledge base with a new entry, pre-populated with the user’s question:

You then need to add an answer, follow ups and categories if required, and save.

Save, train and publish

When you have completed a session reviewing and training your bot, make sure to save any unsaved changes, train and publish, to see your changes reflected in the bot.

Note: you can’t publish until you have trained your bot. Your next action is indicated as an available button, others are shaded out.