Resource Management: Streamlining Your Content

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Welcome to the Let's Talk Resource Center, where efficiency meets organization! In this article, we'll explore what the Resource Center is and how you can effectively utilize it to manage various types of resources to enhance the interactions with your customers.

What is the Resource Center?

With the release of the generative AI-powered Let's Talk Assistant, we’ve renamed the Knowledge Base settings page to Resource Center, which will house all of your district’s customer-facing resources for Let’s Talk Assistant and Knowledge Base. It's your go-to platform for storing and organizing different resource types, including articles, uploaded documents, web pages, and FAQs.

Types of Resources

Users have the flexibility to create several resource types:

  1. Articles: These are informative pieces of content that can be showcased in the Knowledge Base.
  2. Uploaded Documents: Users can upload multiple documents, which are visible and manageable within the Resource Center.
  3. Web pages: Scan your district's website domain into the Resource Center. Similarly, users can scan multiple web pages and store them for easy access.
  4. FAQs: Frequently Asked Questions can also be managed within the Resource Center. Toggle from Resource Center to FAQ the tab to create new FAQs or update existing ones.

Resource Center Roles

System Administrators have full access to the Resource Center and can assign two roles related to it:

    • Article/Resource Managers:
      • Can edit individual resources assigned to them.
      • Can view and edit individual resources to which they have been granted access.
      • Cannot create new resources.
      • To assign an Article/Resource Manager, click on the Resource and select "Article Manager" in the bottom left corner. Check the user name and Save.
    • Section Managers:
      • Can edit resources in their assigned sections.
      • Can view and edit sections to which they have been granted access.
      • Can create new resources within their assigned sections.
      • To assign a Section Manager, hover over the section name and click on Edit. You will see a pop-up to edit this section and can select which users to manage this entire section of resources.

 

Document Upload and Management

 

Document Upload 2

 

When uploading documents, users can seamlessly manage them within the Resource Center:

  • Users can upload multiple documents at once, streamlining the process. Supported document types include .pdf, .doc, .docx, .xls, and .xlsx.
  • After successful upload, documents can be edited to refine details including chatbot profiles assignment, title, topic, tags, expiration date and manager assignments.
  • Document details, including title, file name, and assigned manager, are displayed for easy reference.
  • Users have the flexibility to edit and replace uploaded documents as needed, ensuring content accuracy and relevance.

Web Page Scan and Management

 

Scan Webpage

 

Managing scanned web pages is just as straightforward:

  • Users can scan multiple web pages simultaneously.
  • Once scanned successfully, users can edit web page details including chatbot profiles assignment, title, topic, tags, expiration date, and manager assignments.
  • Web page details, including title, URL, and assigned manager, are visible for quick access.
  • Like documents, scanned web pages can be edited and replaced, allowing for updates and improvements over time.

Important: If updates are made to a web page after they are scanned by the platform, the web page will need to be rescanned. Additionally, the platform does not scan entire domains or follow links on web pages. 

Article Creation

 

Article Creation

 

 

In addition to managing existing content, users can create new articles directly within the Resource Center. These articles can be utilized by the Let's Talk Assistant and showcased in the Knowledge Base, enhancing accessibility and knowledge sharing. Once created, users can edit Article details including chatbot profiles assignment, title, topic, tags, expiration date, and manager assignments.

FAQs

Toggle to FAQs to manage your question and answer pairs which inform the responses the Let's Talk Assistant provides to customers.

Sections: You can create new sections to help organize the different FAQs entered into the system. You can turn each category on/off as needed.

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FAQ: Use the + Add New FAQ button to add FAQs to sections.

Screen Shot 2020 10 02 at 12.02.40 AM

Each FAQ requires a question and an answer, also known as an FAQ pair. Each FAQ requires a question and an answer, also known as an FAQ pair. With each question, you can add additional alternative phrases, which are various ways you anticipate customers may ask a question. Alternative questions make it easier for the Let's Talk Assistant to provide answers.

Screen Shot 2020 10 02 at 12.02.16 AM

Don’t have Let’s Talk Assistant activated for your district? Learn how to get started!

It’s easier than ever to deliver instant and accurate answers with generative AI-powered Let’s Talk Assistant. If you don't have Let's Talk Assistant live on your website and want to begin saving time for your team by offering AI-powered customer service, reach out to your Client Success Manager to activate the chatbot for your account.

 

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