Configuring ContentSherpa

The Configure tab in the ContentSherpa setup allows you to define and customize key settings before activating your experience. It is divided into five sections, each serving a specific purpose:

When ContentSherpa is enabled, the Configure tab is selected by default and displays five sections: Prequalification, Settings, Default Responses, SEO, and Styling.

1. Prequalification Section: By default, the "Enable Prequalification" toggle under the "Prequalification" section is disabled. To activate it, enable the toggle. 
   • The Filter Prequalified Assets toggle is enabled by default, and the Prequalification Statement text box is displayed.
     • Filter Prequalified Assets: When this functionality is enabled, the Assets will be categorized based on the Prequalification Statement configured and will display in runtime accordingly. If disabled, then the Assets will display randomly.
       
       
     • Prequalification Statement: The Prequalification Statement is used to engage website visitors and determine if they meet certain criteria to provide them with more tailored content. You can add Tokens such as Asset > Custom & Catalog fields and Lead Custom (Picklist) fields by entering "{{" in the text field. These fields are configured in Setup > Field Management.
       
       Note: You can only add three tokens in the Prequalification Statement field.
       
       
   • When you type the Prequalification Statement, the Prequalification Statement Preview section appears. This preview reflects exactly what the visitor will see in real time.
      
2. Settings section:  The Allow Feedback toggle is enabled by default, the Traffic Split is set to 50%, and the Email Template and Page Title are displayed.

   
   

   • Allow Feedback: Activating this feature enables visitors to provide feedback on the responses generated by ContentSherpa's AI in real-time. Feedback is indicated by Like and Dislike icons, and it is displayed in the Feedback tab. This allows you to review and analyze responses related to the AI-generated content or interactions.
     
     Feedback in real-time:
     The Feedback provided by visitors is shown in the Feedback tab. Note: When a visitor's Feedback is verified, it helps to consistently refine and enhance the quality of responses for future users.
      
   • Traffic Split: Traffic Split in Hushly ContentSherpa specifies the percentage of users directed to the ContentSherpa interface instead of the classic Browse Hub interface. This allows you to control how your website traffic is distributed between these two options, helping you analyze which interface performs better or suits your audience more effectively.
     
     For example, if the Traffic Split is set to 50%, it means 50% of users will see the ContentSherpa interface and the other 50% will see the Browse interface. You can adjust this percentage based on your needs, such as directing 70% of users to ContentSherpa and 30% to the Browse interface to evaluate user interactions. 
   •  Page Title: Configuring the Page Title in the text box will set the title displayed on the browser tab. 
   • Page Title as seen in the Browser tab.
     Note: If the Page Title is left blank, the Hub title will be displayed by default.
     
     
   • Email Template: By default, the system's default template is selected. You can select a custom Email Template from the drop-down to be used for Conversation Save Notifications. So, when a visitor clicks on the Save Chat option in runtime, Hushly sends an Email Notification to their inbox with a link to the Chat.  Click here to learn more about setting up a Conversation Save Email Template. If no custom template is configured, the system default template will be used automatically.Note: The Edit Template icon appears when a custom Email Template is selected. Click the icon to open the Email template in a new tab, where you can make modifications if needed. To learn more about how to save a Conversation in real time, click here.
     
     
3. Default Responses Section: The Default Responses section allows you to configure predefined replies that the system can automatically use when responding to common queries or fallback situations. These responses ensure consistent communication and enhance user experience, especially when custom responses are not available.
   
   Note: If no response is configured for Response for How to Questions, Default Response (Fallback), and Response for Support Questions,  a default message will be shown to the visitor: “I couldn't find an exact answer in our resource center, but I'm here to help you explore relevant content. Let me know how else I can assist!”
   • Response for How to Questions: Used when a user asks how to use a product, feature, or function not covered in the main content. Please add a helpful ‘how to’ response to ensure users receive clear guidance when asking instructional questions.
     How it works in real time: When a visitor types a question like “How do I upload a document?” or “How can I customize my settings?” into the chat interface, the system uses the configured “Response for How to Questions” section for a response.
      
   • Default Response (Fallback): When the system doesn't understand the query or match it to any content. Please add a Default Response to handle unmatched or unclear user questions gracefully.
     How it works in real time: When a user asks a question that doesn't match any configured response (like Support, Product, etc.) or doesn't relate to any available content or is vague, unclear, or outside the system’s trained context. The system automatically shows the Default Response (Fallback) to keep the conversation going and avoid dead ends.
     
   • Response for Support Questions:  The purpose is to provide a helpful, friendly message that acknowledges the user’s need for support and prompts them for additional details if needed. This response is triggered when a question is identified as a support query but doesn’t have a direct answer.
     How it works in real time: When a user types a question that resembles a support request, the system uses intent recognition to analyze the phrasing and context of the message. If the query includes words or patterns commonly associated with help, issues, or technical problems, it is automatically flagged as a Support-type query. 
4. SEO Section: Configuring SEO settings helps enhance the visibility and ranking of your content in search engines like Google. It ensures: 
   • Better click-through rates from search results.
   • Consistent branding and messaging when shared externally.
   • Improved searchability and discoverability of your content by targeting relevant keywords.
   • Well-optimized SEO fields make your content more accessible to the right audience, increasing traffic and engagement.
     
     
   • Click the SEO drop-down. Enter the SEO Title, SEO Description, and add the SEO Image.
     • Enter an SEO Title, which is used as the page title in search engine results.
     • Add an SEO Description, which is used as a summary that appears in search engine snippets.
     • Upload an SEO Image, which is displayed when shared on social media platforms.
       
       
5. Styling: Embedding custom CSS that affects only the look and feel of the widget when it's embedded on your website or application.
   
   • Enter the code in the Styling section and click Update. 
     
   • The Styling section allows you to customize the look and feel of the ContentSherpa Widget to match your brand’s design. Adding CSS to Embed Styles will enable you to:  
     • Adjust the primary and secondary colors.
     • Change the font style.
     • Set the button shape and colors.
     • Control border radius, background, and other UI elements.
       
       

To learn about how to set up the Guiding Questions, click here.

Related Topics:

Introduction to ContentSherpa

Configuring Guiding Questions

Configuring Supplementary Questions

ContentSherpa - Conversations

ContentSherpa - Feedback

How AI ContentSherpa Works in Real-time

ContentSherpa - Metrics