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Access Manager
Step 2 – Add AI Training Data
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Overview
The AI Chat and AI Search are designed to assist your users, but to truly understand your business or organization, it needs to be trained.
This training process involves feeding the AI relevant materials such as:
- KB Articles
- Posts
- Pages
- PDFs
- FAQs
- Notes
By doing so, the AI can learn the nuances of your workflows, terminology, and customer needs, enabling it to provide accurate and tailored responses.
Think of it like onboarding a new team member—without the right information, the AI can only offer generic answers. Once trained with your materials, it becomes a knowledgeable partner, capable of addressing specific inquiries and supporting your team or customers more efficiently.
How to Train AI
Step 1 Add KB Articles as AI Training Data
Add Training Data for AI
Next, we need to add — or “sync” — the content you want the AI to use when answering questions. This can include your Knowledge Base articles, posts, pages, notes, and other text-based content.
Once added, the AI can instantly search through this material in real time to provide more accurate and context-aware answers, similar to having a research assistant who can quickly find relevant information in your knowledge base.
Follow these steps:
1. Go to the Training Data tab
- Click "Add New" to create a new data collection.
- Click Training Data at the top of the AI settings screen.
2. Select “Choose Training Data”
On the right side under Choose an Action, click 1. Choose Training Data.
3. Select the content type to include
Check Knowledge Base (or any other available content types you want to add).
4. Click “Add Data”
Press the Add Data button to add this content to your training collection.
After adding your data, you can move to the next step and sync the selected items to the AI.
Initial Setup Cost
If you have a large number of articles or pages, there may be an initial OpenAI credit cost when you first sync your data for AI Chat or AI Search. This is a one-time setup cost based on the total amount of content you upload.
Step 2 Send Data to AI
Go to Send Data to AI
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Either select all records, or manually select the articles you want to sync from the left column.
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Start the sync a progress bar will display the status of the process, and afterward, you’ll see the status of each article.
Step 3 Setup AI Search
Click on this link to start the next step to enable AI search
https://www.echoknowledgebase.com/documentation/step-2-enable-ai-search/
Access Manager does not handle AI Training Data protection. Therefore, Private articles cannot be submitted for AI training.