HOW TO USE KB TOOLS

Automatically generate and manage structured instructions that dictate which Knowledge Bases your Chatbot searches, their priority, and how data is retrieved.

WHAT IT DOES

KB Tools are advanced prompts that work behind the scenes that connect your Prompt with the MOBLE platform. The KB Tools are uniform for all MOBLE customers and your prompt will often refer to the KB Tools, saving you laborious prompt writing and doing all the technical prompt engineering for you out-of-the-box.

As you add or reorder Knowledge Bases, AI Tags, and JSON Keys, the system compiles a Knowledge Base Tool section, telling your Chatbot:

1. Which files to consult (e.g., product.json, page.json).
2. How to handle priority (e.g., check FAQ first, then Products, etc.).
3. What AI Tags to filter by (e.g., “BLACK FRIDAY SPECIAL,” “UNLOCK FREE EBOOK”).
4. Which JSON Keys to use for essential data (e.g., “Product URL,” “Product Promo Code”).
5. How many results to return (Show Less vs. Show More Pages).

KB Tools allow your agent to perform actions such as acting as a search engine or updating your CRM or Support Ticket System. You can further enhance your Chatbot by including KB Tools like the Sales Lead CRM Tool, Support Ticket System Tool, or Project Task Board Tool —or all three. Without these log tools, your Chatbot still logs all interactions in Enquiries, but the funnel status remains manual unless you add a log tool in the prompt.

1. Dynamic Prompt Generation

• Every time you select Knowledge Bases, AI Tags, or JSON Keys in your AI Agent settings, MOBLE automatically generates or updates the Knowledge Base Tool.
• The Chatbot references this tool to retrieve data in the specified priority order, filtering by relevant AI Tags.
  

2. Granular Control

• You can create a fine-tuned retrieval system. For example, you can instruct the Chatbot to search your “faq.json” file first, then “product.json,” specifically using "Product Promo Code" or "Product Destination URL" if available.
  This eliminates guesswork and keeps the Chatbot aligned with your brand’s priorities.
  

3. Integration with Other “Log Tools”

• If you want the AI to automatically log data as a Sales Lead, a Support Ticket, or a Project Task, you must also include the corresponding Log Tool in your prompt.
  Without these Tools, your Chatbot still logs queries under Enquiries, but no funnel status, priority, or importance is automatically set.
  

4. Illustrative Examples

• Black Friday Special: A website search or Sales Lead Chatbot might have the Product Knowledge Base with AI Tag "BLACK FRIDAY SPECIAL" at Priority 1, ensuring promotional items surface quickly.
• Shop Quote Request: A Chatbot focusing on quotes might prioritise the Product Knowledge Base first, then the FAQ Knowledge Base, logging the conversation in the Sales Lead CRM with hight rank and Importance and Priority scores.

1. Select Your Knowledge Bases

• Navigate to AI Agent Settings → Knowledge Base.
• Check off which Knowledge Bases you want, e.g., “PRODUCT,” “FAQ,” “PAGE,” in the order of importance.
• Add AI Tags if relevant. For instance, “BLACK FRIDAY SPECIAL” for priority promotions or “UNLOCK FREE EBOOK.”
  

2. Insert JSON Keys (Optional)

• Specify keys like "Product URL", "File URL", or "Blog URL" to ensure your Chatbot references these fields in its answers.
  

3. Set Search Scope & Results

• All Content or Only Selected Keys: Decide if you want the Chatbot to see everything or only the specified tags/keys.
  Show Less (1–3 URLs) or Show More (3–5 URLs).
  

4. Add “Log Tools” (Optional)

• If you want automatic CRM lead logging, or Support Ticket or Project Task creation, append the relevant tool (e.g., “Sales CRM Log Tool”) to your Chatbot prompt.
• Otherwise, all chats default to the Enquiries area.
  
• Advanced users can tweak the Prompt Tool instructions to further customise the behaviour.

5. Preview the Generated Knowledge Base Tool Prompt

• Within the settings, you’ll see a Knowledge Base Tool block. Confirm the priority order, AI Tags, JSON Keys, and scope are correct.
  

6. Save & Test

• Save your AI Agent settings.
• Ask your Chatbot a test question—check if it references the correct files, returns correct URLs, and logs data as intended.
  

Goal: Prioritize “faq.json” first for quick Q&A, then “product.json” with the AI Tag “BLACK FRIDAY SPECIAL,” ensuring promotional items appear prominently.

Outcome: If the user queries “What time does the sale end?”, the Chatbot checks FAQ first. If they ask “What’s your best deal on that red dress?”, it references PRODUCT at Priority 2 with "BLACK FRIDAY SPECIAL"—showing a product URL and promo code.

Goal: Put product.json first, then fallback to faq.json and others. Also integrate the Sales Lead Status Tool so each quote is logged automatically with a Lead Pipeline Status.

Outcome: The Chatbot automatically retrieves product info, calculates quotes, and logs a Leads Pipeline Stamp with Priority and Importance. Without the Sales Lead Status Tool, it would just log the conversation in Enquiries without a funnel status.