Below are instructions for adding and improving intents and training utterances for Intent Analyzer via the Intent Builder interface. Intents and training utterances for Starter Packs and Custom Intent Modeling are produced via processes outside Intent Builder but are ultimately input into Intent Builder via the same interface.
Use real customer utterances for training utterances. Do not write your own messages that you think might be similar to a customer message.
Use complete utterances rather than phrases or parts of messages, as customers usually communicate in full messages and you want to match the way they state their intents.
Work on multiple intents simultaneously, so you classify more utterances, more efficiently, without having to go back. It also helps the model to differentiate between intents, and you can better understand the differences if you read utterances with multiple intents in mind.
Step 1: Getting started
Identify a pattern or theme in the messages
Go to the Intent Analyzer dashboard and filter by undefined. Try to look at at least 30 messages.
Here are some example messages:
What is the pricing for LivePerson per month
What is the pricing for WhatsApp
I want to know more about LivePerson and your products
if it works then I would like to become a partner
if it is a good fit then I would like to try it on a client starting today for 10 days as a test
Some patterns we noticed are recurring words such as "pricing," “know more” and “about” in the same sentence as “products.”
Name the intent
After identifying a few patterns, see if you can group messages under a label. In this case, we worked on an intent that could be named "Request Product Info."
Classify a set of messages with your intent
There are two ways to classify messages:
- Option 1: Read the messages directly from the Conversation details dashboard on Intent Analyzer. You may want to take notes to record your patterns.
Option 2: Export them as a spreadsheet and create a dropdown menu in the intent column to manually label the messages.
The export button is circled in red in the upper right corner of the Conversation Details.
See below a sample spreadsheet of the messages extracted from the Intent Analyzer dashboard. They are all initially labeled as "undefined." Manually go through each message and change the label to the name of your intent.
Guidelines for classifying your messages with your intent
We recommend starting with 4 or 5 intents. However, Intent Builder currently requires 10 intents in order to train a model.
Use intent definitions
Definitions help you figure out what message to include and/or exclude in your training utterances.
When you begin, you will need to create an initial definition based on one pattern you see. As you continue to look through your data, feel free to modify your definition to include more utterances.
Check for overlap
Make sure the definition does not overlap with the definitions of other intents. If they overlap, you might specify what to exclude in your definition.
Intent: Request technical support
Overlaps with: Request for tutorial
New definition: Any request for troubleshooting a product issue. Exclude any request for instructions.
Best Practices for Selecting Training Utterances
Optimal number of utterances
For the best results, you will need 20-100 training utterances per intent for the model to more accurately recognize diverse utterances.
Currently, you can only pull 500 messages at a time. If you classify 5 messages as an intent out of that set, you will need to pull 4x more data to get enough training utterances for that intent.
Avoid keyword or pattern matching. LP-NLU models take a variety of things into account in predicting labels; trying to guess what those would be will lead to poor results. A better approach is to include diverse utterances created by actual customers.
Diverse utterance: Is there two different passwords for admin and logging in
This canned utterance is NOT diverse: *Reset my password *
Step 2. Evaluate your model
After creating your intents and adding in training utterances on IntentBuilder, you would want to confirm that the model can categorize incoming messages correctly.
This is how your data will look if you export it to evaluate your model.
Here are some steps you can take to evaluate how well your model is doing:
Check that labeled messages are correct. Any mislabeled message can be added as a training utterance to the correct intent.
Identify the undefined messages that should’ve been classified as your intent. If you find any that have been missed by the model, you can add them to the training utterances.
If you see a large number of patterns in unlabeled data, consider creating more intents.
Step 3. Improve the model (Optional)
You may want to fine tune your model to increase the accuracy of message classifications. There are several ways you can do so:
Add more training utterances and re-train the NLU model.
To get better coverage, create a new intent from undefined messages. We encourage you to create no more than 40 intents.
Consider splitting up an existing intent to add precision. You can break down an intent by the action required or focus on a product.