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Averil Robertson's Avatar

Averil Robertson

Joined Jan 21, 2022

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Last activity Mar 03, 2025

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ACTIVITY OVERVIEW

Latest activity by Averil Robertson

Averil Robertson created an article,

ArticleUsing AI agents - Advanced
Add-on AI agents - Advanced

If you find yourself asking the question "Why is this message being recognized as intent A and not B?" then you're in the right place. Particularly if your AI agent has been live for a while.

The reason why a AI agent is confused between two Intents is usually that the trained expressions under this pair of intents are overlapping. This is when Confusion Matrix comes in.

Confusion Matrix is a great tool to help you understand if the AI model of your AI agent is performing well in terms of intent recognization, and solve the confusion by moving trained expressions between an Intent pair. It is there to show possible inconsistencies in manually trained expressions.

This article covers the following topics:

Read more about it in Confusion Matrix Explained.

 

Where is Confusion Matrix? 

From the left side menu, go to Training Center > Confusion Matrix. Once there, you will see two tabs on top: List of Issues and Confusion Matrix. We suggest starting from List of Issues.

Screenshot_2023-02-01_at_16.34.34.png

How to use Confusion Matrix?

In List of issues, sort by Priority and start from the high and medium ones. Click Solve Issue > Manage Expressions to get to the expressions management view (see below).

Solve_Issue_Confusion_Matrix.gif

 

The purpose here is to make sure the expressions under the two intents are not overlapped by moving expressions between intents. They can be moved in bulk or one by one.

With our AI superpower, we have made this easier for you by highlighting the expressions that need to be managed. Here are the options of actionable needed from you after going through the highlighted messages carefully:

  • Fix 1: Untrain them or move them to the other intent
  • Fix 2: Create a new intent with those expressions
  • Fix 3: Merge the intents if you realize they should be the same
  • Fix 4: Help your AI model learn by training more expressions to those two confused intents. Only do this if you are absolutely certain the two intents are very different and should be separated

Once you're done, click Mark as Solved to keep track of your progress. 

Checkmarks are gone once a new model is trained.

Highlighted expressions

Highlighted expressions are the expressions that confuse your AI model. Expressions are highlighted when:

  1. The highlighted expressions were trained to incorrectly
  2. The highlighted expressions were trained with the correct intent but their words are very similar to another intent’s expressions.

Search for a specific intent

If you want to know if and how a specific intent causes confusion with other intents, you can search for it in the search bar in the top right corner.

Advanced filters

You define the confusion level here more precisely. In addition, if there is more than one intent that you would like to view, they can all be selected here.

All the features can be accessed via the Confusion Matrix tab as well by clicking on one of the cells 

 

List of Issues vs. Confusion Matrix

Both List of Issues and Confusion Matrix offer a clear overview of which intents are  "confused", meaning potentially having overlapping expressions. 

The only difference is that List of Issues gives you a clear idea of which ones should be tackled first by automatically sorting the issues based on priority High, Medium, and Low.

Whereas in Confusion Matrix put an emphasis on how well the model is. A good model, like the example below, should have a dark line running across the table diagonally. You can read more about it in Confusion Matrix Explained.

 

Edited Feb 10, 2025 · Averil Robertson

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Averil Robertson created an article,

ArticleUsing AI agents - Advanced
Add-on AI agents - Advanced

Content coverage analysis helps determine whether you have the right intents in place by reviewing the reasons customers are contacting customer support. The analysis is a manual process that involves validating frequently asked questions and identifying the relevant intents.

Using those findings, you can determine the content coverage percentage for your existing intents, and you can create new intents to help the AI agent understand and handle more incoming, repetitive customer requests.

To perform content coverage analysis

  1. Select the AI agent where you want to perform content coverage analysis.
  2. Click Conversation logs in the sidebar.
  3. Select a timeframe in the top-right corner.

  4. Read through 100 conversations, one by one, and find on the first meaningful message of each conversation, where the customer clearly states their reason for contacting support.
  5. Hover over each conversation, click the Labels icon, then enter a name for the label and click the Add + icon to create it.

    Add a label for the intent of each conversation, where or not it has an intent. You can use multiple labels on a conversation. Add a label to indicate conversations that have intents, "Existing" for example, and a different label to indicate conversations that don't have intents, "Non-existing" for example.

  6. Filter on messages that have the label for existing intents.

    The number of messages out of 100 that have the label applied is your percentage of messages that have an intent, and this represents your content coverage. Content coverage of 60% to 80% can be viewed as a sufficient baseline for a functional AI solution.

Next, you can use the label you applied to messages without intents to identify repeated questions that might require a new intent. A topic is a good candidate for a new intent if 10% of the messages analyzed are related to that topic.

Edited Mar 03, 2025 · Averil Robertson

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Averil Robertson created an article,

ArticleUsing AI agents - Advanced
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Edited Feb 11, 2025 · Averil Robertson

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Averil Robertson created an article,

ArticleUsing AI agents - Advanced
Add-on AI agents - Advanced

AI agents can take action on incoming emails and web forms, removing manual steps by customer support agents.

To connect your AI agent to Zendesk Support, you must add the AI agent as a user and authorize Zendesk to import data from the AI agent's user account. Then you can create and prioritize the automation trigger that allows the AI agent to act on tickets.

Adding your AI agent as a user

Before you can connect your AI agent to Zendesk, you must add the AI agent as a user with the appropriate access in Zendesk. Every user in Zendesk must have a unique email address, so it's a good idea to create a unique company email for your AI agent before you add it as a user.

To add your AI agent as a user
  1. Add the AI agent as a user in Zendesk with the role of admin, then give the user client admin access in the AI agents - Advanced add-on.
  2. Create a separate group in Zendesk and add only the AI agent to the group.

    Do not add the AI agent to any other groups.

  3. Give the AI agent user API access for ticketing.
  4. Sign in to Zendesk as the AI agent to ensure you have access.

    You'll need the AI agent user credentials to finish connecting the AI agent. If you forget the user's password, you can reset the password for the AI agent account, as long as you have AI agent's email.

Authorizing Zendesk Support to import data

You must authorize Zendesk Support to import data from the AI agent's account. This allows the Performance Overview dashboard to be connected to the AI agent's account.

If you have previously authorized Support to import data from your own account, you need to unauthorize it, then reauthorize it for the AI agent's account. To do, sign in to your Zendesk account, follow the authorization steps, then select the option to unauthorize.

To authorize Support to import data from the AI agent's account
  • Sign in to Zendesk using the AI agent account you created in Adding an AI agent as a user, then authorize data import for the advanced AI agent user.

    Again, be sure that you first unauthorize your own account, if you previously authorized it, before authorizing the AI agent.

Creating the automation trigger and turning on the engine

After you have authorized the connection, you can create the automation trigger and turn on the automation engine.

To create the automation trigger and turn on the engine
  1. In AI agents - Advanced, click Settings in the sidebar, then select CRM integration.
  2. In the Zendesk integration, in the Integrations tab, click Create an Automation Trigger.

    This creates a trigger to alert AI agent to incoming tickets. Click Edit Automation Trigger if you need to update the trigger settings.

  3. In the Overview tab, click Automation engine to turn on the engine.

    When the automation engine is turned on, every ticket is collected in Conversation logs.

Prioritizing the automation trigger

You can reorder triggers to activate in a particular order for your workflow.

To prioritize the automation trigger
  1. In Admin Center, click Objects and rules in the sidebar, then select Business rules > Triggers.
  2. Click Edit order in the upper right.
  3. Select the Ultimate Automation Trigger trigger.

    This trigger notifies the AI agent when a ticket is created.

  4. Click and hold the drag-and-drop handle () for the trigger, then drag the trigger to the top of the list and release the handle.
  5. Repeat for the Notify requester of comment update trigger to move it to the top of the list.

    This is a standard trigger that notifies the user when a public comment is added to their ticket. If you don't see this trigger in the list, you might need to activate the trigger first.

    The order of the two triggers at the top doesn't matter.

  6. Click Save.

Edited Mar 03, 2025 · Averil Robertson

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Averil Robertson created an article,

ArticleUsing AI agents - Advanced
Add-on AI agents - Advanced

mceclip0.png

What is the Confusion Matrix?

The Confusion Matrix is a visualization of the performance of an AI model, by measure of its intent recognition. In other words, it shows you if your AI model is able to distinctly recognize similar expressions under different intents, or if it is "confused" by it. 

The Confusion Matrix offers you access to the same tools that first class AI scientists are using, allowing you to easily monitor your own AI agent's performance. 

Every Tuesday night, a new confusion matrix is automatically generated, meaning that you will never be looking at one that is more than  a week old if not manually updated. Generally, this is just fine and not cause for any concern.

If your AI agent has recently undergone extensive training, or has had major alterations made (changes to expressions or intents), we recommend doing a new training sooner rather than later.

To retrain a Confusion Matrix, first navigate to Training Center > Confusion Matrix, and then click Re-train in the top-right corner.

When should I use it?

You should use it when you notice AI agent Answered Rate in Analytics is decreasing, we recommend a baseline of 80%, or when you notice that your AI agent is regularly categorizing messages under the wrong intent.

How to read the Confusion Matrix

The two dimensions, X and Y axis, represent the actual and predicted intents, respectively.

In the example above, column 1 and row 1 are the actual and predicted intent Affirmative, row 2 and column 2 are the intent Negative, so on and so forth. 

The darker a cell is, the more a predicted intent overlap with an actual one.

A good model, like the example above, should have a dark line running diagonally across the table.  

However, what you should pay attention to are the colored cells outside of the diagonal as they represent how often messages in an intent are predicted to anotherWhenever you see cells with darker colors outside of the diagonal, this is an indicator of a problem in the accuracy of the AI model caused by potential overlaps of expressions between two intents. These can be tackled in a systematic manner in the List of Issues view where all overlapping issues are listed according to priority automatically. 

Related Articles:

Using the Confusion Matrix to improve an advanced AI agent's performance 

Edited Feb 11, 2025 · Averil Robertson

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