AI Sources

For more information on how Unifyr ensures transparency, security, and ethical use of AI, please review our Responsible AI Policy.

As a default, Unifyr One's AI model for Ask IQ is based on marketing content that you provide for partners - collateral, campaigns, custom pages, posts, emails, etc. You also have the option to integrate the partner academy knowledgebase into Ask IQ for partner portals. For more information, see Integrating the Partner Academy Knowledgebase with Ask IQ for Partners.

You can augment Unifyr One's AI model yourself, by uploading any other documents you think will empower the AI-enabled features to assist, analyze, and answer more accurately. For example, you may have terms/definitions documents or FAQ sheets that include additional information that isn’t published to partners in the portal.

Notes

  • You can upload AI Sources if you've opted in to Ask IQ for Unifyr One Admin.
  • The sources will be added to your AI knowledgebase, which means that Ask IQ in Unifyr One Admin and in the partner portal can use them.
  • Responses from Ask IQ will not include links to these documents in their responses.
  • Sources added here will take priority over your marketing collateral documents as source material for the Social Curation agent.

Upload source documents to the AI Knowledgebase

Update AI source documents in bulk


Upload Source Documents to the AI Knowledgebase

To upload a new external document(s) as an additional source for Unifyr One’s AI model:

  1. Navigate to   > Settings > AI Settings.
  2. Choose the Sources tab in the left sidebar. This tab is available if you’ve opted in to Ask IQ for Unifyr One Admin. For more information, see Enabling the Ask IQ AI Assistants.

    admin_ai_sources.png

  3. Click Import.
  4. In Bulk Create New AI Source, drag and drop the files to be imported, or browse for files.

    Text files are accepted, for example terms/definitions documents or FAQ sheets. The maximum file size is 250MB.

    admin_ai_sources_import.png

  5. Provide information to define the new content items.

    Values given for these settings will be applied to all documents that are uploaded in this batch.

    Property Type Description
    Effective Dates Date picker

    Set the period for which the documents are available to the AI model.

    Start and end dates are required.

    Description Rich text More information about the document(s).
    Internal Notes Text Information about the document that is only visible to you, as a supplier.
  6. Click Save.

Update AI Source Documents in Bulk

Unifyr One's Bulk Update feature allows you to add/remove tags, configure partner filters, and set effective dates and status for multiple AI model source documents in a single action.

For more information, see Updating Marketing Content in Bulk.

To access the Bulk Update option for AI source documents:

  1. Navigate to   > Settings > AI Settings.
  2. Choose the Sources tab in the left sidebar.
  3. Select the source documents you want to update by checking the checkbox next to each one.
  4. Click Bulk Update.

 

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