Setting up Zia Bot - Zoho Desk Knowledgebase

Setting up the Zia Answer Bot



In a typical help desk, a customer describes a problem over the ticket to an agent who asks questions and tries to diagnose and fix the issue. It's a time-consuming, painstaking, and frustrating experience for many customers, especially those who prefer self-service. In comes the Zia Answer Bot, an intelligent bot for your web and mobile apps that automatically and instantly resolves your customers' most common questions. Zia Answer Bot uses machine learning techniques to identify questions it can handle while letting your team solve the rest.


So how does it work?
As soon as the customer asks a question, Zia Answer Bot responds to it with relevant articles from the knowledge base. As the Bot suggests articles, customers can click the "thumbs-up" and "thumbs-down" buttons to refine recommendations. This way, Zia Answer Bot learns which help article is best suited to answer specific questions.

Benefits
Here are some of the benefits of incorporating Zia Answer Bot in your help desk:
  1. Delight customers by resolving problems faster and enable your support team to focus on things only they can do.
  2. Improve self-service efficiency while reducing the cost of providing support.
  3. Reduce repetitive work so your agents can focus on processing more service requests.
  4. Increase customer engagement and enhance your company's brand and image.

Building Answers for your Bot
Before you enable Zia Answer Bot for your web and mobile apps, it's essential to prepare your knowledge base articles. By adding a lot of knowledge base articles, you make your Bot capable of answering customer questions in the most digestible way. Keep in mind that if a KB article doesn't exist, your Zia Answer Bot won't be able to deliver the answer to your customer, at which point they can submit a ticket for further assistance.

Here are some tips for writing articles for the Bot:
  1. Keep the contents of the article brief and relevant. Customers prefer FAQs over long-form content.
  2. Write in a simple and easy-to-understand language without jargon and technical terms.
  3. Add appropriate resources such as photos, videos, screenshots, or GIFs.
  4. Identify topics that require new articles to be added.

Note:
  1. You must have at least 30 articles available in your knowledge base to use Answer Bot.
  2. Power your knowledge base with more articles to help improve Answer Bot's ability over time.

Enabling Answer Bot
Enabling Answer Bot is a simple process that you can do in a click without wasting much time or effort.
To enable Answer Bot:
  1. Click the Setup icon  ) in the top bar.
  2. Click Zia under the General menu.
  3. On the Zia settings page, select the department from the top of the page.
    Answer Bot will be enabled for the department chosen here.
  4. On the bottom of the page, toggle on Answer Bot.



Answer Bot now taps into all the KBase articles added to your help desk and suggests them to your customers to resolve their issues.

Personalizing Answer Bot
Now that you've enabled Answer Bot for your help desk, it's essential to name your Bot and set appropriate greeting messages to integrate it into your workflow.
To personalize Answer Bot:
  1. Click the Setup icon  ) in the top bar.
  2. Click Zia under the General menu.
  3. On the Zia settings page, click Personalize Bot under Answer Bot settings.
    The Personalize Bot panel will open on the right side of the window.



  4. On the Personalize Bot window, do the following:
    1. Enter a name for the Bot
    2. Enter the greeting message that will appear in the conversation screen when an end user opens it up for the first time
    3. Enter the message to be used by the Bot to respond whenever it's unable to resolve a customer's input
    4. Enter the message to be used by the Bot to respond whenever the end user down-votes its answer
  5. Click Save.
    Voilà, your Bot is on its merry botting way.

Training Zia Bot
Zia Bot is a self-learning bot that learns from the success of its interactions and becomes even better. So the moment you enable Zia Bot, she will start learning from your article database. Remember that this may take several minutes or even hours, depending on the data size, but it usually takes 5-10 minutes with less than 100 articles. Besides the initial learning, Zia Bot also relearns over time. For example, when an article suggested by Zia leads to a resolution, it uses this feedback to assist customers with similar issues.

Nevertheless, even with automated learning, there will still be areas where bots run into trouble. For instance, you may want to suggest to customers a couple of articles you've just added. But the Bot isn't learning as fast you'd like. At this point, you need to train the Bot for the new intents manually.

To train the Bot manually:
  1. Click the Setup icon  ) in the top bar.
  2. Click Zia under the General menu.



  3. On the Zia settings page, click Update the Bot under Answer Bot settings.
    The Bot will now begin to train itself for the new intents.

Enabling Zia Answer Bot for the Help Center
By enabling Zia Bot for the Help Center, you can introduce machine-learning powered article suggestions to your customers when they access your Help Center. Note that it is the ASAP add-on that provides end-customers with access to Zia Bot.

Prerequisites
  1. The ASAP widget must be enabled and connected to an active Help Center.
  2. You must have enabled Answer Bot for the department associated with the Help Center.

To enable Answer Bot for the Help Center:
  1. Click the Setup icon  ) in the top bar.
  2. Click ASAP under the Channels menu.
    The list of ASAP add-ons configured in your help desk portal appears.



  3. Click the Show in help center icon (  ) corresponding to the add-on.
    The ASAP widget icon is displayed in your Help Center.
Your customers can now click the ASAP icon on the Help Center to see a chat window and a greeting from the Zia Bot.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • AI-based Self-Service with Answer Bot

                                                                                                                Customer service has undergone significant changes over time. In the past, customers typically contacted the support team through traditional methods such as emailing or calling a toll-free number. However, this often involved waiting for extended ...
                                                                                                              • Zia - An Overview

                                                                                                                Zia is an AI-driven support assistant who makes your customer support team more effective through data mining and machine learning. She provides support agents with analyses, customer forecasting, alerts, and suggestions through a pre-configured ...
                                                                                                              • Integration of Zia with OpenAI (ChatGPT) in Zoho Desk

                                                                                                                Availability: Zia Powered by GPT is accessible in Standard, Professional, and Enterprise editions. Currently, it is only opened for US, AU, EU, and India data centers in order to comply with GDPR regulations. Customers located in countries outside of ...
                                                                                                              • Setting up a Bot in Microsoft Teams

                                                                                                                In addition to setting up tabs, you can also set up a bot in Microsoft Teams to communicate with users. Integrating the Teams bot with Zoho Desk facilitates seamless live communication between your agents and achieves scalability of support. Benefits ...
                                                                                                              • FAQs: Zia powered by ChatGPT and ChatGPT for Zoho Desk extension

                                                                                                                How is Zia's integration with ChatGPT useful for my business? The power of generative AI (ChatGPT) coupled with Zia's capabilities can bring a spectrum of benefits to the customer support processes in businesses Contextual responses to tickets: Zia ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources