This article will cover how to manually create and upload data sources, as well as utilize integrations to streamline the process. Efficient data source management is crucial for creating effective training scenarios for your agents.
Step-by-Step Guide
1. Accessing the Data Sources Menu
- Within Smart Role, go to the Data Sources menu. Here, you can see existing data sources and add new ones.
2. Adding Data Sources Manually
- Click on Add and select FAQ. You can manually input questions and answers. For instance, if you have a question about returns or payments, enter the question and provide a detailed answer. This will appear as a simple, searchable FAQ in the system.
- Another method is to input URLs. For example, if you have FAQs from your company’s website, copy the URL and paste it into the data source field. Smart Role will fetch the information from these URLs.
Example:
- Take the URL of an FAQ page from your website online.
- Go to Add in the data sources menu, select URL, and paste the URL.
- Submit, and Smart Role will process and import the information from the specified URLs.
3. Uploading Files
- Currently, Smart Role supports text (.txt) file uploads. Convert any long documents or FAQs into .txt format and upload them. It’s advisable to break down large documents into smaller subtopics for better modularity and ease of updating.
4. Using Integrations for Data Sources
- For more streamlined data management, use Smart Role’s integrations with platforms like Zendesk, Intercom, and Elevio
To set up an integration, refer to this article.
Managing data sources in Smart Role is designed to be flexible and efficient, whether you prefer manual uploads or automated integrations. By keeping your data sources well-organized, you can ensure that your training scenarios are relevant, up-to-date, and comprehensive.
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For further assistance, please reach out to our support team.