Guides

Enable and configure KB Doc Analyst

Before you start

  • KB Doc Analyst is available on Standard, Premium, and Enterprise plans.
  • Your agent must have documents in its knowledge base before users can reference them.

Enable KB Doc Analyst

  1. Click the three-dot menu on your agent and select Actions.
  1. Find KB Doc Analyst in the actions list and toggle it on.
KB Doc analyst toggle on Actions page

Configure KB Doc Analyst

  1. Click the three-dot menu on the KB Doc Analyst card
KB doc analyst action card
  1. Select Configure.
Configure options on the KB Doc Analyst card
  1. Toggle Improve answer relevance on or off. It is on by default and prioritizes the most relevant sections of the document. Turn it off if users need the document read from beginning to end.
Improve answer relevance toggle on the configure settings modal of KB Doc Analyst card
  1. Set Allowed file length to control how much of each document the agent reads. The default is your account maximum.
Allowed file length field on the configure settings on KB Doc Analyst
  1. Click Save Changes.
Save changes button on the Configure KB Doc Analyst settings modal

Query cost

Each KB Doc Analyst use adds additional queries to your usage:

  • Premium plan: 9 additional queries per use
  • Standard plan: 14 additional queries per use

Things to know

  • Settings apply per agent. You can configure different limits on different agents.

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Updated 1 day ago