Using Excel to create a .xlsx file

Excel template structure

The Excel file template will contain 2 sheets. “Questions” sheet & “Labels“ sheet

The “Question” sheet will be in the structure below

1. Cell A1 will contain “Orbita”.

2. The file will contain columns titles in the cells A2, B2, C2, D2, E2, F2 G2 as Primary Question, Question Variation, Voice Answer, Text/Chat Answer, Answer Screen, Labels, Guid respectively with their description below.

3. Row 4 will contain the Example data for all the headers. Data in row 4 will be considered as an example only and will be skipped during the import process. Data from Row 5 will be imported.

Primary Question

• The Primary Question is the representative question that best captures the user's intent.

• Examples:
  What are the symptoms of covid?
  -or-
  How do I treat a choking child?

Question Variation

• A Question Variation is a different way the Primary Question can be asked or phrased. This helps the AI recognize what the question is about.

• It's best to have at least 6, but the more the better!.

• Put a question mark at the end of each question and separate each question with a comma.

• As shown in the below image, each type will have a Guid to uniquely identify the primary questions.

Voice Answer

• What a voice assistant will say in response to the primary question.

Text/Chat Answer

• What a chatbot or SMS message will display via text in response to the primary question.

Answer Screen

• What a voice assistant with a screen will say and display in response to the primary question.

Labels

• These are like tags. They will help you organize your questions as well as help the AI understand the question intent.

• Separate each label with a comma.

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The “Labels” sheet will be in the structure below

1. Cell A1 & A2 will contain the column headers Label Name & Synonyms

2. Data present from Row 2 will be imported

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During the import process, the Labels sheet will execute first and the labels mentioned in this sheet will be created along with their synonyms.

Then while the Questions sheet gets executed, the labels will be present in the environment and will be mapped accordingly based on the file.

GUID

The GUID is an autogenerated 6 character ID that is used to uniquely identify a primary question.

• If the given GUID doesn't exist in the project, Orbita Answers will create a new primary question and the corresponding content and will assign the specified GUID to it.

• If the GUID exists, the associated primary question and its contents will be updated with the new content from the .xlsx file.

If you manually create the .xlsx file, you also can leave the GUID column empty. Upon bulk add, Orbita Answers will create a new primary question and the corresponding content. A GUID will be automatically assigned to it.

Exporting an Existing KB as an Excel file

Export can be done in two ways.

1. Choose “Export” from the three-dot menu of the KB
   
   

   
   
   

2. Select an existing knowledge base that you’d like to export. From the Advanced tab, click the “Export” button from the section titled “Export a .xlsx”

• When we import a KB using a new custom schema, rather than its original type, we will only import the data for the properties that are common. Other new properties will be ignored in the target location during import.

• When we create a KB using a custom schema, the user-defined properties will be exported in customData.propertyNameformat. For example, If we have the properties firstName, and location in the custom schema, the exported xlsx will contain Row 2 with the headers below with their description

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