Training Zidy AI With Your Custom Data

Introduction

In today’s article, we’ll be exploring how to train your Zidy AI employee with custom data. By following these steps, you’ll be able to customize your AI to better serve your customers and cater to your specific business needs. Let’s get started!

Adding Custom Data

Step 1: Accessing AI Settings

The first step is to click on the AI option in the top toolbar. From the left-hand side menu, select "Custom Data". You will then see a list of six options.

Step 2: Adding Web Pages

Select "Web Pages" from the options. This will show a list of all previously added pages. You can include any webpage, whether public or private, such as inventory, pricing, and POS system links which auto-populate Zidy's AI with up-to-date stock and pricing.

1. Click "Add Web Page".
2. Enter the URL in the provided box.
3. Set how frequently Zidy should review this page.
4. Click "Save Page".

Your web pages list will update accordingly.

Step 3: Uploading Files

To upload business-related files, select "Upload Files". You can upload various types of files including policies, labor rates, local laws, and disclaimers.

1. Click "Upload Files".
2. Drag and drop your file onto the page (e.g., a PDF brochure).
3. Choose the data retention option—either keep for viewing or delete after processing.

Files kept for viewing can be accessed later, while those set for deletion will be removed post-processing.

Step 4: Custom Answers

The Custom Answers feature allows you to program specific responses to particular questions.

1. Select "Custom Answers".
2. Add a new question and its specific answer.
3. Save the custom answer.

The moment you save a custom answer, it becomes available for immediate view and edits.

Step 5: Adding Conversation Examples

If you want the AI to mimic human interaction:

1. Click "Import Conversation".
2. Select from a list of your conversations with customers through the Zidy app.
3. Click "Import".

This helps your AI learn from past interactions.

Using Learning Playground

The Learning Playground lets you test and train your AI in a controlled environment.

1. Navigate to "Learning Playground".
2. Ask any question as a pretend customer and observe the AI’s response.
3. Mark good answers or edit them by selecting "Custom Answer".

Activation and Live Interaction

Your AI can suggest answers or automatically correspond with customers once active. If the AI encounters a query it doesn’t understand, it can categorize it and assign it to the appropriate team member for a direct response.

Conclusion

Training your Zidy AI with custom data is a powerful way to ensure your customers receive accurate and helpful responses. By following these steps, you’ll be able to fine-tune the AI to suit your business requirements.

Keywords

• Zidy AI
• Custom Data
• Web Pages
• Upload Files
• Custom Answers
• Conversation Examples
• Learning Playground
• AI Training

FAQ

Q: How can I add new data for my AI to learn? A: You can add data by using web pages and uploading business-related files. Go to the AI settings, select Custom Data, then choose the relevant option.

Q: What types of files are best for uploading? A: Commonly uploaded files include policies, labor rates, relevant local laws, and disclaimers.

Q: How do I set custom answers? A: In the AI settings, click "Custom Answers", then add your specific question and response. Save it for immediate use.

Q: Can I train my AI to emulate human conversation? A: Yes, by importing previous customer conversation examples from the Zidy app, your AI can learn and mimic these interactions.

Q: What is the Learning Playground? A: The Learning Playground is a testing environment where you can ask questions and train your AI without live customer interaction.

Q: Can I deactivate the AI if needed? A: Yes, you can activate or deactivate the AI at any time based on your business needs.