Step 1.  Log in to your Helpshift instance as its administrator.

Step 2.  On the Helpshift toolbar, click SensAI (SensAI toolbar button).

The SensAI page opens. Depending on your feature entitlements and settings, the page shows two cards: Predict and Smart Intents.

Step 3.  On the Smart Intents card, click MANAGE SMART INTENTS ➔.

MANAGE SMART INTENTS button

The Smart Intents page opens.  

Step 4.  Near the top of the page, next to the + NEW INTENT GROUP button, click the unlabeled "more" button (unlabeled "more" button). Then, from the shortcut menu, choose Export training samples to CSV.

Your computer downloads a ZIP archive that contains the CSV file.

NOTE

  • Depending on your browser and its settings, you may have to approve the download.
  • Depending on your computer and its settings:
    • the ZIP archive may expand automatically.
    • your default spreadsheet software may open the CSV file automatically.
Otherwise, you may have to expand the downloaded ZIP archive manually, and/or open the CSV file manually.

Observe that the opened CSV file has three columns in use, where the column headings are as follows.

Intent Group; Intent; Training Messages

Do not change the column headings.

Step 5.  Add new rows, as needed, before entering the details for any new training samples.

TIP

  • Make sure that you attribute each new training sample to its correct intent. Otherwise, a wrongly attributed training sample degrades the ability of Smart Intents to:
    • understand ambiguous end-user replies in chat.
    • provide accurate intent-matching.
  • Make sure that no training sample contains more than 1,000 characters, including spaces.

Step 6.  Edit any training samples that contain errors.

Do not change any intent name in the Intent column.

Step 7.  Save and close your work.

You must save the file in its original format: CSV.

Step 8.  To begin preparing your edited CSV file for upload, see Import training samples from CSV.