This tutorial is designed to familiarize you with Knowledge Base.

Step 1: Add a knowledge base

  1. In the dashboard that lists the available knowledge bases, click Add Knowledge Base in the upper-right corner.
  2. For Data source name, enter a name for the knowledge base, e.g., "Tutorial KB."
  3. Click Add.

Step 2: Add an article

  1. Click Add New in the upper-right corner.

    The Add Article page appears.

  2. Specify the following:
    • Title: Enter a title that is a complete sentence, e.g., "I can't log in to my account."
    • Intent Qualifiers: Add the following intent qualifiers (training phrases) that the NLU engine will use to match the article to user input:
      • My username doesn't work
      • My password doesn't work
      • I can't remember my username
      • I can't remember my password
      • I am locked out of my account
    • Summary: Enter the following brief message to be sent to the user: Try the steps in the "Forgot Account ID" section of the <a href="http://www.mycompany.com/username">Sign-in troubleshooting</a> article to recover your account credentials.

      You can include web links in the summary, although depending on the channel they might not display correctly. For SMS/Messaging, you might need to show the URL by itself, not wrapped in HTML, since the HTML will be sent as plain text over these channels.

    • Tags: Add the following tags that highlight the key nouns in your intent qualifiers and title:
      • account
      • username
      • password

      Tags help to increase the accuracy of Knowledge Base search results by highlighting the key sections of the user's message.

  3. Click Save.

    Back in the search view, you should now see your new article, which should look something like this:

    The article is inactive, which means it won't be returned in knowledge base searches in Knowledge Base integrations.

    Manually added articles are inactive by default because the Enable Article setting is turned off by default. This is to give you the opportunity to test the article before enabling it.

    For the purposes of this tutorial, the inactive status is fine, as this tutorial doesn't get into use in an Knowledge Base integration. For more on active versus inactive artcles, see here. For information on how to enable the article, see here.

Step 3: Train and tune

Let’s test our knowledge base and see how the NLU will return results.

  1. In the search view, type something close to your article’s title or intent qualifiers, e.g., “my login doesn't work."

    Even though this utterance was not exactly the same as what was added, it still matched the article with a VERY GOOD confidence.

  2. Try a different user input, like, “my password is not letting me into my account”.

    This is different enough that the NLU engine will return as FAIR PLUS. Generally, in a Knowledge Base integration in a bot, we set the threshold to GOOD, so, in this new example, the article wouldn't be shown to a user. However, we can easily “train” the article to respond to this input by clicking the thumbs-up icon that's beneath the result.

  3. Click (Thumbs Up icon).

    This adds the utterance to a set of “positive learnings” that are used in the matching.

  4. Resubmit the search.

    The article should now come back as VERY GOOD.

Keep in mind that when you are training articles, it's very easy to use the thumbs-up button. It's so easy that you might *overtrain* the bot using lengthy or very specific intents just because you can. Try to keep your intent qualifiers as generalized as possible so that they have a high likelihood of matching many user utterances, not just one. Overall, use the training feature sparingly.

What about Thumbs Down? This should be used sparingly to differentiate two articles that might have intents that are close in meaning. NLU is not a specific pattern match, but more fuzzy, so having articles with similar intents but different content should be discouraged. That said, using thumbs down can help when that does occur, to indicate which of the two articles you'd like the NLU engine to match. Simply use the thumbs-down button on the article you'd like to de-prioritize, and the NLU engine will "prefer" the other one over it.

For more best practices, see here.

Step 4: Use entities

Entities are keywords that refer to a number of synonyms. For example, the entity sports might have a number of synonyms, like walking, running, football, jogging, baseball, etc. When creating intent qualifiers and tags for your articles, you can leverage the power of entities as well.

Leveraging entities within a knowledge base provides the same benefits that doing so affords you elsewhere: They are a great way to make intents even broader, allowing the NLU to associate a group of words (like similar products, different misspellings of common words, and so on) with an entity instead of pattern matching to every single item in the group.

Create the domain

  1. Exit Knowledge Base, and open Intent Builder.
  2. Click New domain in the upper-right corner.
  3. Enter a name for the domain, e.g., "Tutorial Domain."
  4. Click Add Domain.

Create the entity

  1. Inside the domain you just created, click Entities in the upper-left corner.
  2. In the Add Entity panel, specify the following:
    • Entity name: Enter "CREDENTIALS."
    • Entity type: Select "Value Set," which is the default.
    • Entity values: Add the values below:
      • log in
      • login
      • pass word
      • password
      • user name
      • username
      • pin
  3. Click Save.

Connect the domain to the knowledge base

To use entities within a knowledge base, you'll need to connect the domain to the knowledge base.

  1. Exit Intent Builder, and return to Knowledge Base.
  2. Open the knowledge base.
  3. In the upper-right corner, click , and select Knowledge Base Menu.
  4. In the Settings panel, click KB Settings.
  5. Scroll down, and click More Options.
  6. In the Associated Domain for Entity field, select the name of the domain you just created.
  7. Click Update.

Use the entities in the knowledge base

In your article, go ahead and replace any word where you want the "credentials" entity to be substituted in, including the tags. This might make some intent qualifiers and tags redundant, which means you can (and should) delete them. Things should look like this:

You don't need to enter entities using all capital letters like we've done here, but it does help you to identify the words that are entities.

Now, when someone says an utterance that includes any of the entity synonyms, they should match. Try entering, "My pin doesn't work." This should return with a score of GOOD.

The entity values are cached, so if you add a number of entities but they aren't matching your articles right away, wait a minute or two. The cache should update.