Knowledge AI

Overview

Your Knowledge AI will provide agents with instant answers based on documents uploaded by your agency. No more guessing or worrying about where the information is coming from.

How to Access Knowledge AI

You can access Knowledge AI in a few ways:

1. Use the Tacklebox AI button at the top of the screen

2. Toggling to AI Insight while using the Live AI Assist features

3. Use the Sidebar to click Tacklebox AI to display a full-screen chatbox

Using Knowledge AI

Once the Knowledge AI chatbox has been opened, you can answer any questions related to your company or your calls.

Use the chatbox to type in a question from your computer, and the AI will pull the information from the uploaded documents and previous call data to provide you with an accurate answer. Because it is only pulling information from your existing data, Knowledge AI will let you know if it doesn’t have the documentation to back up its answer.

Uploading Your Documents for Reference

Through the Settings Page, you'll find the Knowledge base where you can upload documents. Tacklebox AI will read through the documents, ensuring that you'll only receive answers based on the provided documentation.

Expanding & Minimizing Your Knowledge AI

If you’d like Knowledge AI to take up the entire window, click the Expand button.

To go back to the chatbox view, click the Minimize button.

Ending Knowledge AI

You can end Knowledge AI in a few ways:

1. Click the End AI Assist button that replaces the Start AI Assist button on the Call Banner

2. Click the Minus button on the chatbox

3. Choosing a different option on the Sidebar if Knowledge AI is taking up the entire page.

Frequently Asked Questions