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      Content Library - Proactive Aiding System - Push knowledge

      With the Proactive Aiding System certain knowledge or instructions are pushed when this is relevant to a specific situation

      Go straight to: 

      Before: Query, Now: Proactive Aiding

      Traditionally knowledge base systems will surface content triggered by a user query.

      Web1on1 added Proactive Aiding, pushing knowledge or instructions on specific system interactions when it is most relevant.

      Video: Proactive Aiding in Messenger App

       

      Proactive Aiding—Use Cases

      Article pushing can be used for communicating instructions or suggesting utterances.

      Use case: Communicate company-wide info

      Example: Pushed on Joining a chat

      Type: Suggested message

      Title: Our Bradford branch is closed for maintenance

      Our Bradford Branch in closed for maintenance. Sorry for the inconvenience. We will be up and running in a few days.

      Other Join-push examples:

      • Tone of voice instructions

      • Service interruptions

      • Company News

      Use case: Communicate special offer

      Example: Pushed on Category select: Leasing

      Type: Suggested message

      Title: Interest rate 0% - pushed on leasing category selected

      When signing a private lease contract before x, you will profit from 0% interest rate. Please check terms, to see if you qualify.

      Use case: Communicate Form conditions

      Example: Pushed on Form select: Private Lease Quotation

      Type: Instruction

      Title: Important: Age-check needed

      Age limit for private lease is 75 years, make sure you check your prospect's age. Push notifications can be used to suggest message text, but also for instructions. Pushed on Form select.

      Use case: Instruction on follow-up actions

      Example: Pushed on Form Submit

      Type: Instruction

      Title: Send promotion code

      Thank you for submitting, don't forget to communicate the promotion code: summer2020. Your client will profit from a 20% discount on their next order.

      Other Form Submit push articles:

      • Reminder to trigger CSAT chatbot

      • Book follow-up task

      • Suggest additional product / service.

      Use case: Tagging Intents and pushing Approaches

      Are you using tagging in chats for reporting or intent registration? Tagging can be combined with pushing articles. For example, to recognize (and tag) a Contact's intent and to display a conversational Approach.

      Example: Pushed on #Tagging

      Type: Instruction

      Title: Approach to #open

      This is what the card could look like to reflect a Conversational Approach:

      • Where would they like to come by for a visit?

      • >locations for opening times

      • Interested in a specific car? Ask smart questions to clarify the context. Do not overdo this; visitor = seriously interested

      • Not interested in a specific car yet? Ask smart questions to determine demands.

      • Steer chat towards  showroom visit

      • Lead? Ask for name, address, telephone number, email + mandatory fields

      Adding push triggers to articles

      To add a push trigger to an article; navigate to:  Knowledge > Select (or add) an article. Set a trigger by selecting a system-event specifying a trigger. Then: Save.

       

      5 types of triggers

      Web1on1 supports 5 types of Push triggers.

      Option

      Trigger

      Description

      Event

      Join / Accept

      Article pushed when joining a chat

      Category

      Select

      Article pushed when a specified category is set

      Form

      Select

      Article pushed on form select

      Result

      Select

      Article pushed on form submit

      Tag

      Text

      Adding a specified #tag, will trigger article push

      FAQs

      Can push articles be used for suggesting replies / messages?

      The article push (aka Proactive Aiding system) feature is an implementation of the following design goals:

      • keep the backchannel clean by enabling more granular surfacing of articles;

      • recommended: one event, trigger one article;

      • trigger on chat join, category select, form added, tag added, result send (not on fields)

      It is optimized for step-by-step instructions, for the steps leading up to filling the form, one instruction at a time:

      1. join chat → surface article "Informal style for this customer"

      2. select category "Selling" -> surface article "Attention points when selling a house"

      3. select form "Put in a bid" -> surface article "Instructions for the bidding form"

      4. (…slot-filling chatbot kicks in to further guide agents field-by-field)

      The article push feature was never designed to spoon-feed literal answers to agents after selecting a form; that function is better served by a slot-filling chatbot (agent-assist or direct-to-consumer).

       

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