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Welcome to ept AI Documentation

Tech Product AI - One AI Answers All Your Tech Product Questions

Use this guide to deploy channels, connect knowledge sources (KSCs), and grade answers.

This documentation provides a comprehensive guide to using the ept AI application. Each section corresponds to a page or functional area in the product, helping you navigate the interface and understand how to use its features effectively.

What is ept AI?​

ept AI uses generative AI to improve sales & tech support for tech products. Complex technical products are challenging to sell and support. ept AI enables B2B tech companies to scale with an AI tailored to your products: delivering accurate answers and compelling content to your sales teams, support teams, product teams, marketing teams, and your customers.

Getting Started​

This guide is organized into several main sections:

📚 Reference​

  • Glossary - Definitions of key terms and concepts

🚀 ept AI App​

The main application interface and functionality:

Using The Interface​

App Channels​

These are the places where AI interacts with users:

  • AI Chat - Direct chat interface for asking questions
  • Community Forum - Monitor and respond to forum threads
  • Deal Rooms - Collaborative workspaces for sales opportunities

AI Performance Management​

Tools to review and monitor AI performance:

  • Responses - Review all AI answers and feedback
  • Conversations - Track conversation flows and user interactions
  • Reporting - Analytics and performance metrics

Configuration​

Administrative settings and management:

🛠️ Chatbot Implementation Guide​

Technical guides for implementation and integration:

🔌 IT Integrations Guide​

Connect ept AI with your existing systems and platforms:

CRM & Sales Platforms​

  • HubSpot - Sync contacts, deals, and conversations
  • Salesforce - Integrate with Salesforce for lead management

Communication Platforms​

  • Slack - Deploy chatbots in Slack channels
  • Microsoft Teams - Integrate with Teams for enterprise communication
  • Google Chat - Deploy chatbots in Google Chat spaces

Support & Help Desk​

Document Management​

  • Google Drive - Access and search Google Drive documents

  • SharePoint & OneDrive - Connect with Microsoft 365 document libraries

  • GitHub - Connect with GitHub repositories and documentation

  • Confluence - Access and search Confluence pages and spaces

Single Sign-On (SSO)​

Enterprise authentication and identity management:

Key Concepts​

Knowledge Source Configurations (KSCs)​

KSCs are named collections of knowledge sources used by channels. They provide a way to group knowledge sources logically and control access to confidential content.

Confidentiality Cascade​

A critical security rule: If any source in a KSC is confidential → the KSC is confidential → only confidential channels can use it.

Channels​

Channels connect the AI to external environments such as forums, support systems, or chat platforms. Each channel uses a KSC that defines which knowledge sources the AI may retrieve from.

Global Interface Elements​

Ept AI uses a consistent two-column layout throughout:

  • Sidebar (left) - Navigation links organized by functional areas
  • Main working area (right) - Content for the selected page

Most pages share common patterns:

  • Search bars and filters for narrowing lists
  • Action buttons (often on the right) to create or refresh items
  • Tables or cards with pagination for listing items
  • Help icon in the top-right linking to documentation
tip

This guide reflects the current state of the application and may differ from future releases. Avoid making destructive changes (e.g., creating or deleting resources) when following along unless specifically intended.

Need Help?​

If you can't find what you're looking for:

  1. Check the Glossary for term definitions
  2. Use the search function in the top navigation
  3. Contact your system administrator for access or configuration issues

Ready to get started? Choose a section from the sidebar to dive into specific features and functionality.