Unify

Welcome to Unify - the self-service, AI agent builder from Aisera.

The login screen will take you directly to a default application/bot that uses the Aisera Assistant channel. The Aisera Gen AI platform will enable editing options according to your user permissions.

The default application/bot represents what your users will see after you have finished setting up the bot. The options on the left navigation menu are end-user features for the completed application/bot. The Aisera Assistant User Guide discusses these options.

Building Your Bot

The Administrator for your application/bot is usually the first person to log into the Unify application. If you are the Customer Administrator, the AI Agent Platform button will be enabled on your application.

Choose the AI Agent Platform button to see the Administrator options.

Setting Up Knowledge Sources

The first step in setting up your new application/bot is connecting knowledge sources that your bot can use to answer Requests. If you have Administrator privileges, the Connect knowledge sources button is active when you scroll over it.

The AI Agent Platform connects to your knowledge source using OAuth authorization that requires an API Key to retrieve data. At this point, you need to get an API Key for your knowledge source or find the Administrator for your company's knowledge source who can provide you with the credentials to get an API Key.

After you have the knowledge source credentials, you are ready to begin.

Connect a Knowledge Source

To add a knowledge source, click the Connect knowledge sources button and follow the steps in the configuration wizard.

The Connect knowledge sources and the AI Agent Platform buttons both open the Admin Workbench.

1. The Connect Knowledge Sources (middle) section of the workbench shows you the connections that are available for your application/bot.

2. The lower section is a conversation window that you can use to test as you build your application.

3. The upper-right section shows you what you have completed so far.

Choose a Private Knowledge Source

When see a pill button for a private knowledge source, it means that the knowledge source has fields that are pre-mapped from the source to the Aisera Gen AI platform. However, you still need to add the authorization credentials and any required API Tokens from your company's private knowledge source. If the data source is already connected (has the word Connected under it), then you can skip this step.

At the current time, Confluence and SharePoint are the supported data source connections.

If you select the Confluence button, the New Credentials for Confluence form guides you through the integration

If you select the SharePoint button, the New Credentials for SharePoint form guides you through the integration.

Add the Connection Credentials

After you choose a Private Knowledge Source, you can add new credentials.

Or you can choose existing credentials from the pull-down list.

Select the button for the knowledge source that you want to associate with your application/bot.

Although integration parameters are similar, each knowledge source has specific requirements for connection that you will need to provide or have your knowledge source Admin provide.

Choose a Public Knowledge Source

You can use a public knowledge source to provide content for your application/bot. Be aware that this could cause a lot of unstructured or non-specific answers, based on the public site or domain that you're using. To choose a Public Knowledge Source:

A public knowledge source is a URL that contains publicly available information that you want your application/bot to pull from to provide answers for requests.

1. website Click the Public Sources pill button in the Connect Knowledge Sources window.

2. Type in the address for a publicly available web site that contains useful fulfillment content for your application/bot.

1. Click the Add button at the far right.

Note that only web addresses that contain "http://" will be included as correctly formatted sources. If you get a 'Invalid URL(s)' error, check your spelling, address, and syntax.

After you have uploaded private data sources or pointed to public data source, you can see and test the responses in your Aisera Assistant.

Retrieve Answers from Uploaded Data

In the screenshot below, the right-side displays the Admin Workbench, where the Progress Tracker shows you that data has been uploaded from both Confluence and SharePoint data sources.

At the top of the screen, you can see that a user has asked the Aisera Assistant, "What is the code of conduct?" The Aisera Assistant has located and displayed a document that outlines the code of conduct. This content was in the data that was uploaded from one of the data sources.

Citations

If a retrieved document contains citations, as shown in the screenshot below, you can click on the citation link to see the referenced document.

The referenced document is usually a longer version of the answer returned by the Aisera Assistant.