Natural Language Processing is a field of computer science, artificial intelligence, and computational linguistics designed to interpret and interact using common, everyday language between computers and humans. Key to a Successful Rollout An experience-based guide on how to tune the natural language processing (NLP) capabilities of your bots. NLP: in Plain English NLP allows humans to bypass programming languages to speak to computers and instead use normal human speech. It basically breaks down the barriers of communication by allowing anyone, whether they have computing knowledge or not, to talk to bots, systems, apps, or any kind of software. The problem is, human speech is much broader and more imprecise than programming language, so just because you can talk to a system doesn’t mean it will always understand you. Let’s say I want to buy some flooring for my home… I ask a retail chat bot to “Find me the nearest store that sells vinyl.” Well in this case vinyl could mean many things. Vinyl records. Vinyl wrap. Vinyl fencing. The bot may guess correctly and give me stores that sell vinyl flooring, but chances are it would have to ask me if that was my intention first, and that methodology sums up the beauty of NLP. The system can just turn around and ask you if it isn’t sure what you mean. 2 Why it Matters This technology can make employees’ jobs simpler and customer engagement and satisfaction easier. However, if an unreliable engine is used, or a reliable one is not optimized properly, the solution can become the problem. It’s important for enterprises implementing bots to take this step of the process seriously. If done right, the results lead to benefits that directly impact the bottom line. Code is precise. The way people speak is broad. This breadth creates a need for the NLP engine to better comprehend human speech. Reliable NLP engines contain several key characteristics that promote satisfactory conversations with users: ü ü ü Input parsing keyword order is not important, the engine understands subjectverb-object in any order Synonyms users can speak their language, keywords are mapped to synonyms which trigger intent recognition Interactivity the engine is capable of responding interactively to the user Keys to Success: Development and implementation of bots for Checklist the enterprise requires a finely tuned natural language processing (NLP) engine. ü Development teams, business analysts, and marketing are Keys to success: tightly aligned • Development teams, business analysts, and marketing are tightly ü Natural aligned language is considered when naming bots and actions • Natural language is considered when naming bots and actions ü • NLP afterfoundational foundational tasks setand up before and before NLP is is optimized optimized after tasks are are set up bot botrelease release continuous improvement process is inisplace for NLP, machine ü • AAcontinuous improvement process in place for NLP, machine learning, and AI functionality learning, and AI functionality • Executive sponsors assign a cross-functional team who understands the customers’ and language they ü Executive sponsors assignneeds a cross-functional teamuse to is the project assigned to the project who understands the customers’ needs and language they use How to Tune Your NLP Engine 1. Change Your Mindset 2. Understand Your Bot 3. Carefully Choose Names 4. Add Synonyms & Test “A dog sits on command because it recognizes what the command means. Similarly, a bot must recognize intent when a person asks it to complete a task. What happens when you tell your pup to squat, but he only understands sit? He won’t recognize the intent, and will fail to complete the task. Bots aren’t that different.” – It Takes a Village to Raise an NLP Powered Bot Change Your Mindset When applications were all done with GUI’s, words were not that important. You could write lots of words on a menu label and picking which words to use was not critical. With the advent of natural language, words become critically important. You need to change your mindset for several reasons. 1. Users want a quicker, easier, experience. They will minimize words typed in when communicating with your bot. 2. Task names don’t matter to your users. They will ask the bot for what they need, in their language. Naming an action “get your tasks” is from the wrong perspective and should be “get my tasks.” 3. Users, especially consumers, will expect your bot to have a personality. Optimizing your bot to understand customer intent and converse accordingly means training it to “think like the end-customer.” As we see technology become more like a partner and less like a utensil, both sides of the enterprise will benefit. That’s the moment when you’ll begin to build a stronger relationship with your business systems and see better outcomes for your employees and your customers. To understand how to optimize NLP for your bot(s) you must first understand your customer, their needs, and the language they use. That’s the key, because even though your developers may anticipate how they want the bot to be spoken to, it rarely if ever, will line up exactly how a customer will speak. Change Your Mindset If you’ve chosen a robust bots platform that enables a cross-channel experience for users, you must consider this during NLP tuning. People engage differently in each digital channel. A conversation via email will include different language than a text message from a user. Keep this in mind when optimizing NLP. Think about how users will engage in channels where your bot “lives.” In Your Website, Tablet & Mobile App In Popular Messaging Apps In Virtual Assistants In Email & SMS Benefit to choosing a bots platform: If an enterprise chooses a bots platform with depth, bots can be rolled out quickly and are channel agnostic, meaning users can communicate with bots on a website, in SMS, email, Skype, Slack, or in the channel of choice. In Other Channels Change Your Mindset As you move forward with tuning the natural language capabilities of your bot, think about your solution as a universal tool that talks to users and takes action based on conversation. The move from GUI to CUI The graphical user interface (GUI), once considered essential to UI development and functionality, has now become a beautiful burden on both. GUI gets in the way of maximum efficiency, because it must be designed with the user in mind. This means the utility of your app depends on the user effectively learning how to use it, and if problems arise, a GUI can’t react. A conversational user interface (CUI) through bots offers guided interaction, promoting a better user experience. Understand Your Bot After you define your bot, you must decide which actions the bot supports. To properly tune your NLP engine your cross-functional project team should understand what the bot does for its users. For example, a bot might support the action “create a lead in Salesforce”, or “get a 3-day weather forecast.” These actions have two major components: Goal – This is the goal or function to accomplish using the bot, also called the intent. A goal could be to get a 3-day weather forecast for your location. The goal for an action should also be the name of the action. Fields – These are the specifics for the goal, for example, the location that you want the weather forecast for. Imagine the user of your bot filling in these fields on a web form. Your bot will collect this information from the conversation itself. Getting the bot to tell you the 3-day forecast is a goal. Getting that forecast for Seattle is a specific location field needed to carry out this task. Questions to ask: • What can my bot do for its users? • What might users think the bot could do, but it cannot? • How could a bot respond to a request it cannot complete in a manner that keeps the endcustomer satisfied? • In what ways could users phrase the goal of an action? • In what ways could users phrase the fields of an action? Understand Your Bot You must also determine what alerts your bot will offer users. Prompting users to set up alerts following certain conversations is possible with a robust bots platform and beneficial to adding value to the end-customer. Alert – An alert is a recurring notification of some change in information, such as new stories on a news site like CNN about solar power or a recently closed-won opportunity. Users set up alerts to notify them of a change. Like actions, alerts also have goals and fields. Questions to ask: • What notifications would a user of your bot find helpful? • What do your users care to monitor and be reminded of? • In what ways could users phrase a request to set up a notification? Understand Your Bot Many bots platforms offer the ability to enable bots to take action from an alert. This is often called a flow. Flow – a flow is a connection, or mapping, between an alert and one or more actions. Data from the alert can be pre-populated into an action. In a flow, a user can flow from an alert to a choice of one or more actions, and may need to provide additional data to execute the action. For example, in a flow, an alert message for a new tweet from Twitter can offer the user a choice of actions about that tweet, such as to retweet that content. Questions to ask: • What types of alerts require immediate action? • What fields could the bot prepopulate in the conversation in response to taking action? • In what ways could users phrase taking action on an alert? Understand Your Bot It’s also important to consider during the NLP tuning stage ”who” your bot is. A bot can have a personality and provide responses in specific ways to customer and employee questions. Think about how you feel after an engaging conversation with a friend? You leave satisfied, and are likely to return for another friendly chat soon. Questions to ask: • What personality should our bot have? • How will our bot respond to an angry customer? • Will our bot have a sense of humor? • What types of conversations could the bot have to help customers “bond” with our brand? Tune your NLP to enable your bot to exemplify your brand. “As technology becomes more advanced, AI gets smarter. But it’s not all about performing tasks. Robots can be so much more. People desperately want to bond with things, whether it is other people, pets, cars or software.” – TechCrunch, When will AI and NLP actually turn Siri into your best friend? Carefully Choose Names When you plan on using NLP for your bots, alert tasks, and action tasks, it is important that you follow some best practices for choosing names. This is especially important when you’ve chosen a bots platform that offers solution bot, or universal bot, capabilities. Bot names: keep bot names short. One to two words to identify it uniquely from others. Do not use punctuation, or special characters. Action names: define the minimal name needed to convey the goal. Leave out words like “the” or “me” as they are not needed for the bot to identify the goal and the fields. Example: “get the 3 day forecast” vs. “get 3 day forecast.” Action names should also start with an infinitive verb. What is a universal bot? A generic natural language interpreter for all other bots on the platform. A universal bot is like a queen bot that rules over all other bots. A user can ask the queen bot for anything, and based on the conversation, it determines which bot to use and what it should do. There are exceptions to rules: An example exception to the “no punctuation” rule is a name like Flowers.com since everyone recognizes and remembers periods in a web-name, pronounced as “flowers dot com.” Carefully Choose Names Carefully naming bots, actions, alerts, and tasks ahead of launch will give your organization a leg up and result in a bot with a higher success rate at recognizing user intent. Alert names: alerts only act in the future. Imagine you are filling in the sentence “tell me when xxx.” Typically an alert name is a noun, or a noun with modifiers. For example: ”Lead updates” or “Status changes.” Avoid using the word “alert” in alert names. Also avoid naming an alert like an action by starting with a verb. Task Field names: fields typically round out the command sentence with the “who/what/where/when/why/how/how-much” kinds of data. Keep field names short, one or two words. Field names should be nouns or modified nouns. A modified noun is something like an adjective before a noun such as “major opportunities.” What idioms might a field have? A retail bot might want to know how many bottles of wine a user wants. The user may respond they want 5 cases. The simple field amount would probably be a number, and works fine when the user says they want 5 shiraz. But cases is a numeric idiom meaning 12 bottles in a case. A developer may write a special field pattern that detects a number followed by the word case(s) to ensure the bot can recognize the correct field values specified by the user. Add Synonyms & Test To optimize the NLP engine’s accuracy in recognizing the correct goal or intent provided by the user, synonyms for words used in action and field names should be added. Consider Misspellings: Users in a hurry are likely to misspell words. Consider this when tuning your NLP engine. For example, an action named “Create a Lead” could be requested by a user in various ways. Synonyms to enter into the NLP engine and ensure successful intent recognition might include: Example: Create – crate, creeate, etc. Lead – leed, led, lede, etc. Create - new, build, design, generate, instantiate, make, produce Lead - sales lead, customer lead, potential lead, qualified lead Add Synonyms & Test The speed at which NLP tuning takes place is heavily dependent on the bots platform your enterprise chooses. A robust platform includes auto-enabled NLP. Benefit to auto-enabled NLP: Auto-enabled NLP means developers do not have to code to optimize the engine – in fact, your marketing team or copywriter could be given this task. Add Synonyms & Test Once synonyms are added your bot needs to be thoroughly tested for intent recognition success. A 90% success rate is ideal before pushing the bot to users. Benefit to choosing a bots platform: A bots platform enables your team to automate testing of the NLP engine. The engine will test if a bot recognizes intent of the user request and maps to the appropriate action or alert task. For example, for the Salesforce bot, a user might enter: Add a new lead. The bot responds with the recognized intent, which is the Create Lead action task, and shows a list of fields required to complete that task. Add Synonyms & Test A bots platform with machine learning capabilities allows the NLP engine to adjust actions according to the historical context and patterns it picks up in a conversation. For instance, if the user asks a banking bot to “pay my electric bill” and that request happens to fall near the 25th of each month for three straight months, the bot can then anticipate my request and automate the task. NLP technology is human-like in the sense that more conversation can lead to better comprehension. GUI interfaces won’t understand me better the more I use them, they’ll only know that I’m reacting to them similarly or differently. Benefit to choosing a bots platform: A bots platform that includes machine learning capabilities is beneficial as it will enable your solution to “get smarter” with every interaction it has with an end user. Continue the “Conversation” The study and use of Natural Language Processing can get much more granular. For details on the Kore NLP engine visit Kore.com/NLP. Global consumers are pushing NLP technology into the mainstream, and retailers, banks, healthcare organizations, insurance companies, and the like are going to be responsible for facilitating the conversation between humans and systems. What now many seem like “small talk” is the future of big business. Benefits of NLP Bots: • Quality 1st interactions that increase customer engagement and get easy issues resolved fast • 24x7, humanless 1st contact resolution in channels people love • System integrations that create seamless support interactions Results Delivered Expectations Surpassed
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