Training the Conversation AI Bot

Modified on Tue, 16 Jan 2024 at 09:57 AM

Welcome to the guide on how to train your Conversation AI Bot effectively.


Bot training equips the Conversation AI Bot with the knowledge and information needed to understand your business and respond to users. There are 2 ways to train your bot in the "Bot Training" section of the Conversation AI settings page in your sub-account settings:

  1. Web Crawler - Through web URLs and public links
  2. Customize Bot Responses - Adding Question and Answer pairs


What is Bot Training and why is it important?

Bot training equips the Conversation AI Bot with the knowledge and capabilities it needs to interact intelligently with users. This involves teaching the bot to understand user queries and respond accurately, either by inputting data manually or by letting the bot crawl web content. 

A well-trained bot can enhance customer support, streamline information retrieval, and improve user experiences. Regularly updating and refining a bot's training ensures it stays up-to-date, adapts to changing user needs, and consistently delivers high-quality assistance.


Web URLs

The bot can be trained by providing URLs to webpages and blogs (yes, plural) to help the bot understand your business and respond to your contacts effectively.

There are 3 different web crawling modes available.

  1. Exact URL
  2. All URLs on this Path
  3. All URLs on the Domain

Enter a URL and click "Get Data". Follow the steps to train the bot. 


Via Web URLs

Say goodbye to time-consuming manual input when training your bot. Now, you can effortlessly provide it with website or blog URLs (yes, plural), and let the bot do the heavy lifting for you. Whenever a contact poses a question, the bot will seamlessly derive the right answers from the information you've provided.

URL Crawling Modes

  1. Exact URL

    • This is the recommended option for precise training. With the Exact URL method, the bot will crawl the exact URL provided and train itself based on the information it finds there.

    • How to use Exact URL Mode:
      1. Go to the "Bot Training" in Conversation AI Bot's settings.
      2. Choose the option "Exact URL."
      3. Enter the URL you want to crawl and hit "Get Data."
  2. All URLs in this Domain

    • If you want to train your bot with a broader range of information from a specific domain, you can choose the "All URLs in this Domain" option. The bot will crawl all the pages and links on the specified domain and provide you with the option to select which pages to train from.
    • How to use All URLs in this Domain Mode:
      1. Go to the "Bot Training" in Conversation AI Bot's settings.
      2. Choose the option "All URLs in this domain."
      3. Enter the URL and hit "Get Data."
      4. Wait for the pages to load, and then you'll be presented with a list of available URLs.
      5. Choose the pages that will be relevant to training the bot and hit "Train Bot."
    • During page selection (Step 5 above), you'll encounter two lists:
      • New Pages - Fresh URLs are not part of the bot's current training data. Selecting them will add them to the "Uploaded Links" table once the training is completed
      • Existing Pages - URLs already part of the bot's current training dataset and visible in the "Uploaded Links" table below. Selecting them will refresh all the URLs selected

  3. All URLs with this Path

    • The bot will crawl all pages on the provided URL and allow you to select which pages to train from, based on the existence of the specified path in the page URL
    • How to use All URLs with this Path Mode:
      1. Go to the "Bot Training" in Conversation AI Bot's settings.
      2. Choose the option "All URLs with this Path."
      3. Enter the URL and hit "Get Data."
      4. Wait for the pages to load, and then you'll be presented with a list of available URLs.
      5. Choose the pages that will be relevant to training the bot and hit "Train Bot.

Uploaded Links Table

All the links/URLs that the bot has been trained on are visible in the Uploaded link table


Each URL will have one of these 2 statuses:

  • Trained - The bot successfully learned from this URL. The "Last data refreshed at" date-time is also visible which can be used to identify if a fresh data refresh is required for that specific URL
  • Failed - The bot failed to train for this URL. You can either refresh and try again or delete the URL
- URLs are not instantly added to the Uploaded Links table. Wait for all URLs to appear in the table before using the Conversation AI bot - On refreshing a URL, wait for the last data refresh timestamp to update before testing the bot 

- Maintaining concise and relevant data significantly boosts the bot's performance and responses. Regularly review and remove irrelevant URLs from the Uploaded Links table


Questions and Answers

In addition to training via URL crawling, you can manually add question-answer pairs to customize your bot's responses. This method allows you to fine-tune the bot's knowledge to address specific queries from your users. Add Q/A by:

  1. Access the Conversation AI Bot settings.
  2. Locate the "Customize Bot Response" section.
  3. Add a new question and its corresponding answer.
  4. Repeat this process for each question-answer pair you want to include in the bot's training.



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