Assistance Needed with AI Agent Configuration and Performance Issues

Dear Jotform Support Team,

I am facing several issues with my custom AI agent on the Jotform AI Agent Builder platform, and I need your guidance to resolve them:

1. The agent does not follow the Chat Guidelines I have set, which are written in Arabic. It often ignores these instructions during conversations. Is there a specific way to write the guidelines in Arabic to make them more effective? Are there any limitations on the number of guidelines I can set?

2. Despite uploading (5) structured Excel/CSV files to the Knowledge Base, the agent rarely refers to this data during training or responses. The data is organized in tables with details about hotels in Sharm El-Sheikh and deferent cites in Egypt (e.g., name, location, features). How can I ensure the agent utilizes this data effectively? Additionally, are there restrictions on the number of files I can upload? (i need to upload more than 20 file )What is the best file type for the Knowledge Base (Excel, CSV, or text paragraphs), and is it better to organize data in tables or as text paragraphs?

3. Would using Buttons in the conversation improve the agent's performance? If so, how can I set them up properly to enhance user interaction?

4. Can Actions help resolve these issues? For example, can they ensure the agent follows the guidelines and uses the Knowledge Base data? I would appreciate guidance on how to configure Actions to address these problems.

I am confident in your ability to help me succeed in this experience. Please provide detailed advice to improve my agent's performance.

Thank you,  

Hi Wesam,

Thanks for reaching out to Jotform Support regarding your custom AI agent configuration and performance concerns. Let me help you with that:

1. Chat Guidelines in Arabic: There is no specific limitation mentioned on the number of guidelines you can set. However, to improve effectiveness, ensure the guidelines are clear and concise. While there is no special format required for Arabic, writing the instructions in simple and direct language helps the agent follow them better.

2. Knowledge Base File Usage: The AI agent may not always reference uploaded Excel/CSV files effectively if the data is not structured optimally. Although there is no explicit restriction on the number of files, uploading more than 20 files might require organizing them well. The best file type depends on your data, but Excel or CSV files with well-organized tables are generally preferred over plain text paragraphs for structured data like hotel details.

3. Using Buttons: Buttons can enhance user interaction and guide conversations more effectively. Setting them up properly involves defining clear button labels and linking them to specific responses or actions within the AI agent builder.

4. Actions Configuration: Actions can indeed help ensure the agent follows guidelines and uses Knowledge Base data by triggering specific behaviors based on user inputs or conversation context. Configuring Actions involves setting up triggers and corresponding responses or data retrieval steps to guide the agent's behavior.

Can you share with us a screen recording of what’s happening so we can try to replicate it on our end? You can share the video recording on any public sharing platform like Google Drive or Dropbox, or you can simply use Loom to record the video and share the video link with us.

Also, to provide you with the most effective suggestions for your AI agent, our team would like to clone your AI agent along with its associated knowledge base. This replication allows us to mirror your unique environment and craft a solution that’s perfectly suited to your needs. We guarantee that your data will be treated with the highest level of security and confidentiality, and will only be used to help enhance your experience. After your issue is fully resolved, the cloned AI agent and its data will be deleted.

Can you confirm that we have your permission to go ahead with this process?

Once we hear back from you, we'll be able to help you with this.