In order to function properly, Lyro needs knowledge; in Tidio, this knowledge is stored and managed as data sources. As the person responsible for Lyro's setup, you need to provide all the necessary data associated with your products and/or services, so that Lyro can respond to incoming questions appropriately.
There are several different ways to add and handle data sources, which we will cover below.
In this article, you will learn:
- How to manage your data sources
- How to add knowledge based on Lyro's suggestions
- How to add knowledge from websites
- How to add knowledge manually
- How to add knowledge via file import
- How to add knowledge directly from unanswered questions
- How to collect knowledge automatically from chats
- How to import knowledge from your Zendesk Help Center (and other platforms)
- How to send us feedback about Lyro's responses
Managing your data sources
Here, we go over the general layout of the Data sources panel and how to manage Lyro's knowledge overall. If you'd like to learn more about the two main methods of managing Lyro's knowledge, feel free to jump to the sections below:
... or use the table of contents at the start of this article, and go straight to the details of different methods!
You can manage all your Lyro data sources in the main Lyro AI Agent section, specifically under Knowledge > Data sources:
In there, you will see all the knowledge you've gathered for Lyro:
You can use the three-dot menu on the right to delete any question-and-answer pair (or website) you no longer wish to use at all.
You can quickly add new knowledge by clicking the Add button in the top-right:
Once you click on Add, you will see a popup asking you to choose one of the four available methods - by providing website URLs, adding the question-and-answer pairs manually, importing a CSV file, or importing from Zendesk:
Naturally, you see the same options if you're adding data sources for the first time.
If you select the Website URL option, you will be able to add several web page addresses, or your entire website (so that Lyro can scan all of the relevant content automatically). Make sure you select the option you prefer: Scan priority pages or Scan single page. Lyro will scan these URLs and extract the available knowledge; you can later browse (and modify!) it all as question-and-answer pairs.
If you select the Add manually option, you will be asked to create a question-and-answer (Q&A) pair from scratch - that means composing the question and the answer individually:
Of course, you can continue adding more Q&A pairs (and websites or CSV files, etc.) as needed so that Lyro has all the required data. Feel free to jump to one of the further sections of this article for details about the available methods:
- Adding knowledge from websites
- Adding knowledge manually
- Adding knowledge via file import
- Adding knowledge directly from unanswered questions
- Collecting knowledge automatically from chats
- Importing knowledge from Zendesk (and other platforms)
The Search tool
If you wish to update specific information, simply search for the keyword or phrase (by using the Search by keyword or URL field) - and you should be able to find the respective results. You can also search by typing in any URL that may have been used in the response, question, or as the source of information. The tool searches through both questions and answers, allowing you to find what you need efficiently.
To the right of the search tool, you can see several more options for browsing and sorting your data sources:
The first option on the left allows you to display either all the data sources at once, or just the folders, or just the particular Q&As (question-and-answer pairs). Note that the folders option simply shows any websites (and Zendesk help centers) you've added, while the Q&A option will let you see everything - including the particular Q&As that are found inside the website (and Zendesk) folders.
Next is the Sources filter. You can select between five different sources (or any combination):
Manual
This label is used when you create a Q&A pair either directly from this tab, or from a chat where Lyro failed to answer. In both cases, you basically create the Q&A from scratch.
Please see this section of the article to learn about adding Q&A pairs manually.
Website
Any website URL you add will be listed here, along with its current status (whether the URL is still being scanned or not, or if any issue was encountered). You also get the option to re-synchronize the data source (e.g. if you've updated your website).
Please jump to this part of the article to learn the details of adding and managing website URLs.
Zendesk
If you upload any public Zendesk help center of yours, it's going to be labelled this way.
Please go to this section of the article to learn about adding Zendesk articles.
Inbox
This label is used when you add a Q&A pair that Lyro extracted automatically from a solved live chat.
Please see this section of the article for more details on this feature.
CSV
This label is used for any Q&A pairs that have been imported through a CSV file upload.
Please see this section of the article for more details on importing data through files.
Another option available here is the Used by filter; you can decide to show only those Q&As that are currently being used (or not) by Lyro, by Copilot, by both, or just ignore this usage (which is the default):
The last option allows you to sort your Q&As from newest first or oldest first:
Reviewing Lyro's responses
You can find your current Lyro conversations in the dedicated Lyro list, available just underneath the Agents list on the left in your Inbox:
Inside a conversation, whenever Lyro responds according to its knowledge, you can use the Review sources button:
This allows to you view the exact data source Lyro used to provide this particular response. If the source was a web page you uploaded, you can see the exact URL (and even delete it, if you wish):
If the source was one of your question-and-answer pairs added to the Q&A list, you will see the details of that particular pair - in addition to the edit and delete options:
Taking advantage of Lyro's suggestions
A very useful tool that you should check out is the Suggestions section - it can help you create new Q&As quickly:
If there are any suggestions already available, you’ll see an orange notification in the main menu - with the number of suggestions displayed directly on the Lyro icon itself as well:
The Suggestions section lists any questions that Lyro was unable to answer successfully when chatting with visitors in the last 30 days. This list allows you to address each such question individually, and add a proper answer for Lyro to use in the future.
The suggestions listed will display the question, the detected intent, and available actions for you to take. Some questions may get suggested pre-filled answers, based on what Lyro was able to find in previous conversations between visitors and agents (you can see more about this feature in this section of the article).
You can use the search tool in the upper-left to search for suggestions that include specific keywords or phrases. You'll see more options further to the right: you can limit the list to show only those suggestions that are unanswered or have a pre-filled answer; you can limit the list by selected intents only; and you can sort the suggestions by date.
To use a suggestion from this list, hit the Review button next to a suggestion you like:
In the panel that appears, you will be able to modify the suggestion and see other details - like the source, detected intent, creation date, and a link to the specific Lyro conversation where the suggestion came from:
You can also ignore the suggestion if it is irrelevant, which lets you remove it entirely.
Naturally, to use the suggestion, complete the Answer field and hit the Save as a Q&A button.
Once added, the new Q&A will be listed under the Data sources tab (and labelled as Manually added), available for Lyro to use if the same question is asked again in the future.
Adding knowledge from specific web pages
If you click on the Add button in the Data sources section and select Website URL, you get the option to expand Lyro's data source with specific web pages - or even entire websites in one go!
In the window that pops up, you see a few relevant tips, and you get to select the option you prefer: Scan priority pages (allowing you to provide just one top-level address, so that Lyro can scan all the pages included under it) or Scan single page (allowing you to list specific URLs, one by one).
Once a URL is loaded and ready to use in Lyro, you will see it listed in the Data sources list as a website folder:
By clicking on any of these added URLs, you can see more details - all the individual question-and-answer pairs that Lyro has generated automatically from that particular web page:
Inside this detailed view, you can click on any of the Q&As and modify them according to your needs. When you're editing a particular Q&A, you will see all the relevant information (apart from the question and answer), including the last update time and the source URL that Lyro scanned.
Remember that you can disable any individual Q&A from Lyro or Copilot usage, without deleting them permanently! In order to disable a Q&A from a specific usage, deactivate the blue toggle next to Used by:
Back in the general Data sources view, you can also re-synchronize any added URL. This is very useful if the information on the website in question has been updated, and you'd like to keep Lyro's knowledge up-to-date as well.
Click on the three dots next to any website data source, and use the Re-sync option:
Adding question-and-answer pairs manually
Another method of expanding Lyro's data source is adding individual question-and-answer pairs manually, one by one. Whenever you use this option (by using the Add button in the Data sources section, and selecting Add manually), you will need to compose a question and an appropriate response yourself:
Naturally, you can edit (or remove) any of the pairs, by accessing the options menu for each pair individually - on the right. By using the Edit option, you will see the question and answer once again, available to customise. You can also disable the given Q&A without removing it completely - simply deactivate the blue toggle next to the Lyro and/or Copilot label:
Apart from plain text in the response, you can also add hyperlinks. That way, when Lyro provides an answer that includes such a link, the user can immediately click on it and be taken to the linked content.
You can add a hyperlink by using the Link button in the bottom-left:
Adding knowledge by importing files
It is possible to expand Lyro's data source by importing a CSV file into Tidio. You can simply drag and drop a file containing two columns, one for the questions and another one for the associated answers - or you can browse for the file on your computer:
Adding knowledge directly from unanswered questions
One more useful way of updating Lyro's knowledge is adding it directly from live conversations. Whenever Lyro doesn't know the answer to a question, you get the option to fix that without accessing Lyro's configuration. If you find a situation where Lyro failed to respond, you will notice the Create answer button:
Click on that button to bring up a new window; that will let you create a new question-and-answer pair for Lyro's data source. The question field will be pre-filled with the visitor's message (which Lyro had trouble with), although you can modify it any way you need. The answer field is available for you to complete with an appropriate response for Lyro to learn:
Hit the blue Create Q&A button to save your new response, and return to the conversation right away.
Please remember that you can find your current Lyro conversations in the dedicated Lyro list, available just underneath the Agents list on the left in your Inbox:
Collecting knowledge automatically
A very useful feature that Lyro has is the ability to automatically gather data from live conversations you (or your other agents) have had. This lets you review and add knowledge that Lyro may have been missing before your live conversation. Please note that tickets (emails handled in Helpdesk) are not scanned by Lyro for knowledge this way.
Whenever an agent finishes a live conversation by using the Solve option, Lyro scans it for any useful knowledge. Any such data will be extracted by Lyro and listed in your Suggestions section, tagged with the Pre-filled label:
Such an extracted Q&A pair will be disabled by default, allowing you to review them all individually first. This way, you can make sure the extracted information is correct and suitable for your business.
Once you click on a pair to review it, you can modify the question and answer - and activate it by clicking on the Save as a Q&A button:
Note that you can take a look at the live conversation itself by using the Show in conversation link! This lets you see the source of this knowledge in context.
Once you activate the Q&As you like, they will start being used by Lyro in future conversations.
Of course, we recommend you periodically check your Suggstions section in order to keep track of any new automatically-generated knowledge, so that you can review and activate it.
Importing Zendesk articles, and more
There is also a unique option for uploading knowledge from an existing Zendesk Help Center, so that you can use your Zendesk articles as a data source in your Tidio project. You can see this option when you hit the Add button inside your Data sources section:
Once clicked, you will be able to import the content your public articles by providing the URL of your Zendesk Help Center:
There are also methods for importing your Zendesk tickets into Tidio, as well as data from Gorgias and Intercom. That can be achieved directly with the assistance of our team, and requires an active Lyro AI Agent subscription.
Please see this article for more details on these methods.
Sending feedback about Lyro responses
As an agent, you get the option to provide feedback on any response that Lyro gives in your project. This is a strictly internal feedback system; our dedicated team receives all this feedback (it's not available for you to review). This allows us to better understand the ups and downs of how Lyro is working for users such as yourself!
While viewing a conversation where Lyro has responded, you'll see the thumbs up and thumbs down buttons underneath the message:
If you click on the thumbs up button, that means you agree with Lyro's response and you'd like to send us positive feedback about its performance in this particular interaction.
If you click on the thumbs down button, that means you'd like to send us negative feedback regarding this response. You'll get several reasons to select from (you can choose multiple):
If you select other, you cam additionally provide more details or a comment:
With the feedback you provide, we'll be able to keep improving Lyro further!
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