Adding Resources

You can add resources to enhance your agent’s capabilities by clicking the blue plus sign or the plus sign next to Knowledge in the left-side menu. You will be prompted to select a resource type either a file or a website URL.

Furthermore HALO can also leverage information from different systems/products within the CM.com landscape. It can handle conversation history as an additional knowledge source as well as Knowledge Articles from the Conversational AI Cloud. See the below pages on how to add/configure each resource type:

Enabling Knowledge Access for Agents

Uploaded knowledge is available for your knowledge agent but not automatically accessed by agents. To enable access:

1. Configure Agent:

   • Switch to the Agents tab.

   • Within the agent interface, type the forward slash (/) and search for the knowledge agent. This action initiates a knowledge search using synced files and web crawlers, enhanced by feedback to refine responses.

This comprehensive guide ensures your resources are optimized for use in HALO, empowering your agents with accurate and relevant data.

Video

Please watch the video below to learn how to add and manage your resources in HALO.