Key Concepts
Auto-Generation from Closed Chats: Q&As are created automatically when a monitored human agent’s chat is closed. There is no manual trigger required — the system processes conversations as they close. Agent Selection: You choose which human agents’ conversations should be used for Q&A generation. Only closed chats from the selected agents are processed. Auto-Review vs. Manual Review: You can enable auto-review, which directly adds generated Q&As in a live (Enabled) state. If auto-review is turned off, generated Q&As will be in a “Pending for Review” state and must be manually approved before the chatbot uses them. Maximum Q&A Limit: You can set a cap on the total number of Q&As to be generated, up to a maximum of 500. Duplicate and Conflict Prevention: The system checks for duplicates and contradictions with existing KB entries. If a conflict or duplicate is detected, the new Q&A is discarded and the existing entry is preserved. Priority: Generated Q&As maintain the same high priority as other Q&As in the Knowledge Base.Enabling Q&As from Human Agents
Step-by-Step Guide
- Log in to your Robylon dashboard.
- From the left sidebar, navigate to Knowledge Base.
- Click the Add Source button. The Select Source Type popup will appear with all available source options.
- Select Q&As from Human Agent at the bottom of the list. If this source has not been enabled yet, you will see a “Not Enabled Yet” badge next to the option.
- A configuration popup will open, titled Q&As from Human Agent, with the following settings:
Configuration Fields
Conversations from selected human agents: Use the multi-select dropdown to choose which human agents’ closed conversations should be used for Q&A generation. You can select one or more agents. Only closed chats from these agents will be processed. Enable auto-review of Q&As?: Toggle this setting on or off. When enabled, generated Q&As will be directly added to the KB in a live state for the chatbot to use immediately. When disabled, Q&As will be created in a “Pending for Review” state and will require manual approval. Max Q&As to be generated: Enter the maximum number of Q&As you want the system to generate. This is an integer field with a maximum value of 5,000. The system will stop generating new Q&As once this limit is reached.Starting and Stopping Generation
When configuring for the first time, you will see two buttons at the bottom of the popup:- Save — Saves the configuration without enabling generation.
- Enable — Saves the configuration and starts Q&A generation immediately.
Managing Generated Q&As
The Q&As from Human Agents Folder
Once enabled, a folder named “Q&As from Human Agents” will appear as the first entry in your KB Sources page. This folder contains all auto-generated Q&A entries. The folder view shows a table with the following columns:- Name — The name of the generated Q&A, along with any KB Tags attached to it.
- Human User — The human agent whose conversation was used to generate the Q&A.
- Status — Either “Pending for Review” or “Reviewed.”
- Usage Count — How many times this Q&A has been used by the chatbot.
- Updated — The timestamp of the last update.
Toolbar Actions
At the top of the folder view, you have access to the following tools:- Filters — A Human Agent filter (multi-select) and a Status filter to narrow down the Q&A list.
- Search — A search bar to find Q&As by name.
- Mark as Reviewed — Bulk-approve selected Q&As that are pending review. This button is enabled only when at least one pending Q&A is selected.
- Download — Download selected Q&As. Enabled when at least one Q&A is selected.
- Delete — Remove selected Q&As. Enabled when at least one Q&A is selected.
Q&A Settings
Inside the folder, you can access the Q&A Settings panel by clicking the Q&A Settings button in the top-right corner. This opens a side panel where you can modify the generation configuration at any time. The settings panel shows the current configuration, including the selected agents, auto-review toggle, and maximum Q&A limit. An “Enabled” badge is shown in the top-right corner when generation is active. If generation is currently active, you can adjust the settings and click Save to apply changes, or Stop to halt Q&A generation. If generation is currently stopped, you will see Start and Cancel buttons instead.Stopping generation does not delete any existing Q&As in the folder. It only pauses the creation of new ones.
Reviewing Individual Q&As
Clicking on any row in the folder opens a detail popup for that specific Q&A. This popup allows you to review and edit the generated content.Editable Fields
- Name — A short title for the Q&A entry.
- Question(s) — The question or set of questions the Q&A covers.
- Answer — The response the chatbot will use when this Q&A is matched.
- Custom Instructions — Any specific instructions for how the chatbot should use this Q&A.
- Details — Includes KB Tags and a reference link to the source conversation.
Review Actions
When a Q&A is in the “Pending for Review” state, the popup will display:- Save for Later — Saves any edits you make without changing the review status.
- Discard — Permanently deletes the Q&A. A confirmation popup will appear before deletion.
- Mark as Approved — Approves the Q&A, changing its status to “Reviewed” and making it available for the chatbot to use.
Important Notes
- You cannot manually add Q&As inside the “Q&As from Human Agents” folder. All entries in this folder are auto-generated.
- The folder can be deleted from the KB Sources page, which will remove all generated Q&As.
- The download button on the KB Sources page works on this folder and will export all Q&As within it.
- The source type for this folder is “Q&A,” and it will appear when you apply the Q&A filter on the KB Sources page.
- Generated Q&As are not currently included in the memory and storage system. This is planned for a future phase.
