AI Services Guide

Settings > AI Profiles > (Add/Edit)

The AI creation process happens in the AI Profile. This is where you define how it works, looks, who can access it and how much they can use it, and what articles and forums to use as the basis for the training data for each AI service.

Main Panel

• Name: Enter a name for your AI Profile
• Description: Enter a description for your AI application
• Introduction: Enter an Introduction for your AI application (this will be shown on the display-side Channel, add inline for both desktop and mobile views)
• Chat Avatar: Upload an image used by the AI application as its system avatar

AI Service Management Panel

• AI Service Key: By default you can set up an AI Chat application to query 50 of the latest articles/forum threads per day. Should you require larger data sets, please contact your Affino representative to request an AI Service Key, Note: this will require additional investment

AI Settings Panel

• Large Language Model: Select the Large Language Model (LLM) to be used for your AI Application
• Type: Select the type of AI application for this profile
• Minimum Score: Enter in the minimum score for the matching content results which are then sent to the AI to interpret. You can work out what works best for your individual AI. Note that we have found that for some content having a match above 0.8 gives the best results while for others a lower matching score giving more results is better for the AI then to interpret
• Additional Channels: Select additional AI Channels to present on the AI application dropdown menu, allowing you to link to other applications
• Enable Recent Content Filter: Select to enable the Recent Content tickbox on the AI application. This will enable the user to choose to only search for recent content within a set time frame
• Recent Content Time Frame: Enter the number of weeks to instruct the AI application of the time frame to consider for recent content

AI Popup Panel

• Popup Chat: Select to enable a popup chat application displayed on selected Channels
• Chat Channels: Select the channels that the chat application will be made available as a popup chat, displayed on the bottom right
• Chat Title: Enter the title for the chat application
• Chat Button Image: Upload an image for the button displayed on the chat application
• Chat Button Text: Enter the text displayed on the button to open the chat application
• Bot Intro Image: Select an introduction image to promote the chat bot. This will revert to the Chat button once it has collapsed
• Design Style: Select the Design Style for the chat application
  Security Panel
• Debug Security Group: Select a Debug Security Group to access the Debug mode on each AI application. Note: the Debug button is not available on Popup Chat facility, only on the Channel view
• System Role Security Group: Select a System Role Security Group to configure the System Role (prompt) on the AI application (Note: this feature is not available on Popup Chat facility, only on the Channel view. Ensure you maintain the same format as the default system role to prevent the AI application erroring out)
• AI Reporting Security Group: Select the Security Group that can view the Questions, Responses and Feedback from this AI Profile on the AI Report, Contact and Account screens. This could be used to prevent some users / staff from viewing sensitive information

Member Question Limit Panel

• Security Group: Select how many searches each member group (security group) can use
• Chat History Timeout: Enter the number of days the chat history is retained for a user, maximum limit of 90
• Chat History Limit: Enter the number of conversations retained in the chat history, maximum limit of 100
  Article Content Sources Panel (Note: changing the sections could incur a considerable use of AI tokens and therefore an increased cost. Only change this if you're certain this should be changed)
• Source Article Sections: Select the Section and duration for the indexing of content
• Article Content Security Rights: Select the security clearance on the content you wish to include. If none is selected then all content within the chosen channels will be included
• Max Topics Indexed: Enter the maximum number of topics to be index against each piece of content. There is a limit to the number of characters which can be indexed for each piece of AI content so we are recommending 20 or fewer topics per article. However in exceptional circumstances, e.g. if providing an AI Directory Service, you might wish to increase this limit. An example being a directory where there are potentially 100 countries or other topics assigned to specific pieces of content. It is best to refine the taxonomy to use broader topic groupings if possible, rather than simply applying a large number of topics. For those articles with a higher number of topics, these will NOT include having the topics indexed against them to avoid arbitrarily indexing. It means that if you have a limit of 20 topics and an article has 30 topics then it is still indexed but not with the topics
• Exclude Sponsored Articles: Select to exclude sponsored articles being indexed. This means any sponsored articles from all selected Sections

Forum Content Sources Panel

Note: changing the forums could incur a considerable use of AI tokens and therefore an increased cost. Only change this if you're certain this should be changed

• Source Forums: Select the Forum and duration for the indexing of content
• Forum Content Security Rights: Select the security clearance on the content you wish to include. If none is selected then all content within the chosen forums will be included.

Feedback Panel

• Contacts: Select the users who will be notified when feedback is provided

Additional Styling Panel

• Select the background color, text color and other styling for the sidebar

Suggested Prompts Panel

• Prompt Title: Enter the title for the prompt, this is displayed in bold on the prompt listing on the main AI screen, which will display up to 4 prompts randomly from the available options. Keep this short and concise.
• Prompt Teaser: Enter the prompt teaser text, this is a short description of what the prompt does
• Prompt: Enter the prompt itself. When the suggested prompt is clicked on, this is what will be sent to the AI. Note this is not displayed on the suggested prompt listing but the user can see the prompt when it is sent through.

Footer Text Panel

• Advisory Information: Enter the advisory information that appears below the question to aid the user typing in the question
• How We Collect Data: Enter the data collection text displayed on the AI Channel

Structure > Channels > (Add/Edit) > AI Chat

You need to create an AI Chat channel to host the AI Chat application:

The channel simply needs a skin with a page navigation, the rest of the page is taken up with the AI interface.

You can additionally select which channels the AI is available on as a popup, and which AI’s can be used alongside each other.

Note: you will need to associate the AI Profile to the newly created AI channel

Affino’s AI Reporting service lets everyone report on the quality of the AI responses, and you can log all AI interactions to ensure that they are of the quality you would like to deliver.

The responses can then be viewed both on the individual contact and account level.

Search Filters:

• AI Profile
• Question
• Response
• Name
• Account
• Date(s)
• Show Feedback Only Rows
• Feedback Text
• Sentiment
• Actioned
• Export

We have a new dedicated AI Dashboard which gives you a near realtime overview of all the key indicators for the AI, including how many tokens are used, and how many questions answered.

You also have access to the Channel Stats, so you can see what companies and individuals are using the service, what the referrals are, including for the popups (the popup stats are included in each AI Channels stats).

All the content can be easily managed through Affino’s CMS, and you can set up inbound content feeds to pull in content from 3rd party sources.

Affino’s debug feature lets you see what underlying content is informing each AI response, meaning you can easily go in and update or exclude the content from the AI.

We have put a particular focus on making it simple to manage the content and tweak the AI to optimise the service on an ongoing basis. If any content is updated, removed or added then Affino automatically syncs that with the AI. 

You can tweak the User Role (i.e. how the AI behaves) right from the live interface. 

You can also dial up and down the level at which you include or exclude the matching of the underlying data for the AI responses since this will vary between AI services you provide.