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Training Guide: How to Train Your Assistant

Training Guide: How to Train Your Assistant

Welcome to the Training of your very own AI assistant! 

 

To create your first training, click on the Training icon in the sidebar and press the Start training button.

 

Question Variations

 

Start training Hoory by inputting question variations. In the Question section, click Add variation to insert a new question. Keep in mind that all the question variations you input will receive the same answer from Hoory. Therefore, make sure that each question variation follows the same intent.

Tip: We recommend inputting at least 5 different question variations per intent. You should check the Training progress meter to make sure that your intent is trained well enough.


To accept a newly added variation, click on the green checkmark to add it to your training. Otherwise, click decline. To learn more about these functions, check out our guide on Training List and Commonly Asked Questions.

 


Note that Hoory generates topics based on existing question variations and the title of the intent.

 

Once you have added the desired question variations, you can start creating the answer for that training!

 

Answers

 

All the question variations added to a specific training will receive the same answer from Hoory. This is the step where you create an answer that matches your needs, preferences, and tone of voice.

 


Customize your answer using Hoory's functions - insert links, quick action buttons, emojis, and more.

 

Follow-up Actions

 

After clicking Add action to customize an answer, you will be required to give it a title and select its type. You can choose from the following four types of follow-up actions: Text, Link, Connect to Support, or End conversation.

 

 

These special​ follow-up actions can be utilized for faster replies:

Text: This action allows you to elaborate on your previous response. 


Link: With the Link type action you can add a URL that redirects your users to the desired page. You can also opt for opening in a new tab.


Connect to Support: This type of action sends a warning to your Inbox agents that a user has requested to connect to Support. 

 

End conversation: Last but not least, this action allows users to state that they are satisfied with the answer received and don't wish to continue the conversation. This means that your assistant was able to resolve the request. 

Note: We’ve added 2 actions by default, but you can always rename or delete them.


When the answer’s ready, just click Save. Take into account that you can't save the intent if the actions are incomplete.

Send From Card

 

On the left side of the screen, you will notice the Send from card command. Here, you can select the sender of your message.

 


The card includes all the users in the Workspace that have access to the Inbox. When you choose a name, the trained answer will show up in the Widget with the selected name and avatar, as if a real agent is responding!

 

Take into account that if the Inbox user has been removed from the Workspace or no longer has permission to access the Inbox, the answer will be sent from the assistant’s default name. 

Going Live!

 

Push your training live by clicking the Go live button at the top right of the screen.

 

Note: If you don’t want to push the intent live yet, you can always keep it saved as a draft and return to it later.

 

When the intent is live, your assistant will be able to answer the question variations with the trained response!

 

Pause or Delete an Intent

 

You can always pause or delete an intent from the ellipsis next to the Save button.

When an intent is paused, your assistant won’t respond to any similar question variations using your provided answer. In addition, if you delete an entire intent, the question variations will be removed as well.

You can also Preview the live version by clicking the eye  icon on the right panel of your screen. When the eye turns purple, it means the preview mode is active. You will be able to see a preview of the saved answer inside the Widget. You can try it out on your live Widget as well!

 

Bottom Line


Once your assistant is trained well enough, it will be ready to assist all your customers, unless they request to speak to your Support team. For extra information, you can always c
ontact our Support team via [email protected].

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