Admin Tool → System → Chatbot
The Chatbot is available to all Users upon client request. Contact your CX representative to enable the Chatbot for your end users.
Users can ask questions in plain language and receive relevant answers without scouring through content. By understanding context and surfacing the right guidance, summaries, or resources directly within the flow of work, the chatbot reduces friction, speeds up problem-solving, and provides just-in-time support.
The chatbot has access to only some of your information at this time. Please see this article for the fullest of functionality and limitations.
Chatbot responses adhere to content access controls. Users only receive information found in Modules or Content they have access to in the LMS.
Chatbot Administration
The chatbot's skin & behavior can be customized: the Chatbot's Avatar, Name, Greeting and Placeholder Prompt. Some defaults are provided. Changes must be manually saved.
Chatbot Bubble
The Chatbot Bubble is the icon that Users will click on to open the Chatbot window in the Learner Tool. The icon will float on the lower right corner of the Learner Tool at all times.
Using the Chatbot
Users will interact with the Chatbot in the Learner Tool by clicking the Chatbot bubble in the bottom right corner of their organization's site.
When the user clicks on the bubble, the chat window will appear.
The user is able to interact with the Chatbot in many of the same ways they would on external LLMs. A user is able to ask the Chatbot questions pertaining to the LMS, and expect responses based on the information available in the LMS.
Users can interrupt the chatbot mid-processing. After the Chatbot has processed a question, it will provide a response that includes citations to the appropriate documentation, as well as links to the documents themselves at the bottom of the response. Citations link not only to the applicable document but also the specific page the information came from.
Citation links are displayed prominently and visually separated for easier reference.
-
The Clear Chat icon on the upper right side of the chat window will delete your existing chat and create a new chat. There's no way to undo this, and no way to go back to your previous conversation.
-
Users can rate the quality of each response by clicking either the thumbs up or thumb down icons.
-
The Full Screen button dramatically increases the size of the chat window.
The Chatbot on Wisetail Drive
The Chatbot is available across Wisetail Drive on both web and mobile. On web, Drive content is automatically included in Chatbot interactions alongside your LMS content with nothing extra to enable. On mobile, Users access the Chatbot from the AI icon or hamburger menu. The mobile Chatbot returns answers from Drive-published content only, so every citation links to something Users can open natively in the app.
Note: reach out to your CX representative to enable the Drive Chatbot for your users.
Referenced Content
Important Note: The Chatbot only pulls information from your site. No external source of information is used to generate responses.
Further, each user will only be able to access information from content to which they have permission to access.
The Chatbot references:
- Content in modules:
- Modules: descriptions & text blocks
- PDF: descriptions & content.
- Active video transcripts, uploaded after the chatbot release (talk to your CX Rep to have additional transcripts backfilled), and transcript descriptions
- Images descriptions
The Chatbot does not reference:
- Modules titles
- Media (PDF) titles
- Any content outside of currently active modules.
Notes:
- The Not Visible in Library setting is ignored.
- The Viewable in Library setting is ignored.
- The Hidden from Global Search setting is ignored.
Current Limitations and Expectations
- Users are able to navigate directly to the page of a document, or the timestamp in a video, through the citation, but this offset is not currently available for specific text blocks.
- The Chatbot persists across all pages of the Learner Tool.
- Multi-language: When a user interacts with the Chatbot in another language, the Chatbot will respond in the same language whenever possible.
- The Chatbot window will collapse each time a user navigates to another page on the Learner Tool. This is expected. The chat remains in the window.
- When a user taps the Thumbs Up/Thumbs Down buttons, they do not currently see any frontend feedback but we are tracking that data.
- A report will be developed in the future to offer data into user interactions with the Chatbot.
- Users are not able to see their chat history.