Customising the Knowledge reply

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Shaping how answers from your articles are presented: length, links, and what happens when confidence is low.

Adjust it

  1. Open the knowledge reply in the AI agent's replies.
  2. Set how the answer should be presented.
  3. Decide whether to include a link to the source article.
  4. Set what happens when nothing suitable is found.
  5. Test with questions of each kind.

Include the article link

Almost always. The summary answers the immediate question; the link lets somebody who needs the detail get it without asking again.

It also gives the customer a way to check, which matters more with a generated answer than a written one.

Keep the answer short

Two or three sentences, then the link. A long generated reply on messaging is skimmed, and skimming a procedure means missing a step.

Say when it is unsure

An answer hedged with "I think" is more useful than a confident wrong one, and it prompts the customer to check the article or ask for a person.

What you want to avoid is the reply that sounds certain and is not, because nothing about it invites verification.

Set the low-confidence behaviour deliberately

When nothing suitable is found, the agent should say so and offer a person. Attempting an answer anyway is where the worst transcripts come from.

Check it against a hard question

One that is only partly covered by an article. That is the case where these settings show their effect, and where a default configuration usually does the wrong thing.

See also

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