Trial FAQs

• Make sure you are logged into the ReadyIntelligence portal - there is one login per organisation. The username is your email address. See the workshop email for your password (you can and should reset this). 
• On the portal homepage, click the My Account drop-down button top right
• Click Your Account Overview 
• Click Access My RI Application to open the admin for your AI assistant in a new window.

Your AI assistant has been embedded on a website for you - see the link in your post-workshop email. This is unique to your organisation (if you are a Pixl8 client, this will be your UAT site). On the page, go to the bottom-right corner and click the circle (with stars) widget to open the AI assistant. 

The 60-day trial is an opportunity to test your AI assistant, explore how it can help your customers and meet your organisation’s goals.  We will book two consultations with you during the trial to support you with using and testing your AI assistant. 

Trial timeline

Week 1: Start using your AI Assistant

• Ask common questions about the knowledge you have uploaded
• Add more knowledge to your datasource (see guidance below).
• If you haven’t already, add Suggested Prompts to show when the assistant opens.

Weeks 2-3: Consultation Session 1 (Focus: set up review, training and use cases).

Weeks 4-5: Testing, Assessment, and Discussion. 

• Test - Create a list of members' frequently asked questions and use them with your assistant
• Test - Observe answers provided and cited source links - is the AI returning the answers and information expected? Is anything missing? Capture your observations.
• Assess - use the testing template which we will share after session 1 to record your observations. 
• Discuss - how is the assistant meeting your members’ needs? Are there other potential use cases that you would like to use it for? Bring all your findings to your second consultation.

Weeks 6-7: Consultation Session 2 (Focus: Performance & Remedial, Use Case Prioritisation).

• An opportunity to review your findings so far, optimise performance and identify your priority use case for your organisation

Weeks 8-9: Final lessons learned session

As the trial progresses and your use case/s finalised, we will share a commercial proposal for your organisation to consider. If you choose to accept, we will then work with you to complete your ReadyIntelligence setup. If you decide not to proceed, then your access to ReadyIntelligence will end after 60 days.

You won’t need to change any of the core settings that you configured during the workshop but you can amend the following:

Datasources 

Add more knowledge to your current datasource. Please do not upload more than 10 pdfs in total (these should be no more than 16mb in size). URLs are limited to 5 landing or resource pages. We will not crawl entire websites. Restrictions are in place to prevent excessive use. To add a new knowledge item: from the main menu go to: 

• Knowledge - Datasources
• click the datasource you have created
• click the Upload document button top right. 

Suggested prompts

Set up or edit suggested questions that users see when they open your AI assistant. To do this go to:

• Web Assistants 
• then click your assistant 
• click pink Edit button top right
• click the Features tab and edit content. You can also change your welcome message and tooltip message
• Click save

Prompt instructions 

Amend the instructions and personality of your AI agent to see how it changes behaviour. To do this go to:

• AI Agents
• click your agent
• click the pink Edit button top right.

Do not change any other settings, such as memory or tokens.

It is best to use one AI assistant for the duration of the trial. If you want to create one for a different audience, such as staff, get in touch, and we can help you set one up.