Pre-Launch: Week 1 Skills

A Week 1 checklist of things to consider before your bot launches.

Do I know how to navigate through the IQ Admin Portal?

  • How do I add a new Admin user?
  • Where is the Ivy Knowledge Base located?
  • How do I submit a Support Center Ticket?
  • Where is the sandbox?
  • How do I ask the bot questions?
  • How do I trace a bot response?
  • Do I know how to create a pinned message?
  • How do I navigate to a different bot (if applicable)?

Do I know how to create bot knowledge?

  • How do I increase my bot’s knowledge (webpage, PDF, etc)?
  • How do I edit knowledge source content (web pages, imported, spreadsheet)?
  • Where do I find a conversation in the Inbox tab?
  • How do I edit a message in the Inbox?
  • How do I simulate a conversation?
  • Do I know how to resolve unanswered questions in Inbox?