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Content | Managing ClaudIA's Knowledge

How to use the ClaudIA panel to improve content for increased quality and retention
Ian Kraskoff Fabrício Rissetto
By Eduardo Fukumoto and 8 others
• 17 articles

Using the content screen

Content The content screen displays all of ClaudIA's contents Search and filter by sections On this screen, it is possible to sort the sections and apply filters such as: - Exact search (equivalent to CTRL + F in the browser) - Semantic search (an intelligent search using Vector DB technology to bring contents that most resemble the search terms) - Type: Sections N1, N2, or INTERACTIVE (Controlled Flow) - Tag - Flow (in case of using the Multiprompt feature - which is not applicable by default in all projects) Viewing the modification history of a section On this screen, you can see the modification history of each section by clicking on the "history" icon: Clicking the button will open a window with all modifications of that content since its creation date: When clicking on "View details," it shows exactly what was modified in each version: Creating a new section To create a new section, simply click the "Create content" button. It will open a second screen where you can enter the title of the section, the response of the section, and define whether it is a N1, N2, or Iterative section. Remember that an Iterative section is one that will trigger a Controlled Flow and the tag related to that section. Finally, just click the "Save" button. Editing an existing section To edit a section, simply click the edit button or double-click directly in the middle of it, and it will open the editing screen. On the editing screen, you can change everything: the title, the response, the type, and the tag. Once you're done, you can click the green checkmark (✅) at the top right if you want to save or the gray x (❌) on the right if you want to discard your changes. Temporarily disabling a section A relatively new feature is the ability to temporarily disable content, temporarily disabling a content. Let's suppose there is a piece of content that, for the moment, does not make sense, but in the future it does. For example, you are about to launch a new product and want to create this content well before the rollout of this product. You can write this section and disable it by clicking the brown eye button (👁️) at the top right of the section. This will prevent it from being used by ClaudIA. When you want to enable it again, just click that button again. While it is disabled, it will be marked prominently with the word "Disabled" Deleting a content If you want to delete a content, just click the red trash icon (🗑️) at the top right of the screen. This will open a pop-up asking you to confirm that you really want to delete it. If you click confirm, it will be deleted. If you click cancel, it will not delete and will cancel the deletion you started.

Last updated on Aug 29, 2026

How to save IDS sections as drafts or schedule them for later publication

It has now become much easier to create and manage temporary content and drafts in Contents. This feature was created because many clients wanted to prepare content in advance — whether to review before final validation or to have everything ready before changes to policies or products come into effect. Creating new content: draft or scheduling To get started, access the content section in the ClaudIA Panel. Image First, click on "Create content" and fill in the fields: - Title - Response - Type (N1, N2, or Interactive) - Tag - Flow (if Interactive) - Topic (if you use this function) Next, you can view the publication options by clicking the arrow to the right of the Publish button. At this moment, you can choose between: - Publish immediately - Save as draft - Schedule a date and time for publication Image Save as draft This option allows you to continue editing the content later. While it is saved as a draft, ClaudIA will not have access to it. Schedule publication When choosing to schedule, a window will open to select date and time. After clicking "Schedule", the content will be automatically published at the defined time! Image Important: the publication date is pre-filled. - If this is your first scheduling, the system will suggest the date of tomorrow at 9 AM. - If you have already scheduled another content recently, the system will use the last date and time used. Editing content You can also edit content that has already been created and: - Save the changes as a draft - Schedule for later publication - Publish immediately Once you make changes, the three options will appear for you, functioning the same way as when creating new content. Image These new functionalities of Contents bring more flexibility, organization, and efficiency for those who need to plan, review, and manage content in advance.

Last updated on Aug 29, 2026

Best Practices in Creating and Maintaining Content

Keep the content base with less than 20% N2 sections Understand the composition of the content base The content base is composed of N1, N2, and Interactive sections (when Controlled Flows are being used). The ideal content base in terms of retention is one that contains only N1 and/or Interactive sections and does not escalate requests to humans, making ClaudIA more effective and providing faster responses to customers (compared to humans). Consider the quality of service However, the quality of service may be affected if we try to automate 100% of requests. There are situations where a human agent needs to intervene. For these cases, we create N2 sections. Avoid creating a queue of requests If all sections were N2, we would have no level of automated service. This would leave the retention level at 0% and could generate a queue of requests, also affecting the quality of service. Seek balance between N1 and N2 sections To maintain good levels of retention and quality, it is essential to balance the sections that automate service (N1) and those that escalate to human assistance (N2). Follow the recommended maximum percentage of N2 sections We recommend that the maximum percentage of N2 sections in a knowledge base be 20% of the total. For example, in a knowledge base with 1000 sections, ideally, up to 200 should be N2. Write the section title clearly and without spelling errors Imagine that the user sent a message that ClaudIA could not respond to correctly because there was no content in its base. You know the answer to the customer's question, which leads you to create a new section in the content base. In situations like this, or when there is a need to create or change some content, it is crucial that the texts are clear and free of spelling errors. This increases the likelihood of ClaudIA understanding the user's question and locating the correct section to respond. Tip: Do not insert the customer's message in the section exactly as they wrote it. Correct the spelling and, if necessary, make the question clearer. See an example of a section with an inadequate title: Now, observe an example of a session with an appropriate title: Remove unnecessary sections After identifying that a section is being frequently used incorrectly (in this video, we teach how to map these cases), delete it. In many cases, these sections were created deviating from best practices, and there is no problem in deleting them, especially if they are N2. Constant maintenance of content is a lever to drastically improve the quality and retention capacity of tickets by ClaudIA. Video on how to map retention offenders. Template to map N1 opportunities based on N2 sections and for ticket analysis (section was used/section was used correctly). Delete duplicate sections Duplicate Sections: What Are They and Why Avoid Them? Duplicate sections are those that have identical titles but present different answers or forwarding. In addition, sections with similar titles that should be activated in the same situations but contain distinct answers are also considered duplicates. Why avoid duplicate content? NEVER create duplicate content, especially with different types (N1, N2, or INTERACTIVE). This practice can cause various problems, such as: - Difficulty in content maintenance: repeated content generates constant rework. - Risk of incorrect answers: increases the chance of ClaudIA selecting the wrong section to respond to the user's query. Example of Duplicate Sections In the examples above, in addition to the sections having different responses, they also imply distinct directions: the first is an N1 case, while the second is N2. Note that in these cases, ClaudIA tends to prefer to escalate the ticket to N2. Example of the Impact of Duplicate Sections How to identify duplicate sections? There are two tools in the ClaudIA Panel that can be used to identify duplicate content: - Content screen, using the "semantic" filter: - Playground In both cases, the suggested step-by-step is: 1. Access the tool; 2. Add a question with possibly duplicate content; 3. On the content screen: check if there are two or more sections with similar titles - and, mainly, different responses; 4. In the Playground: check if the answer was correct and click on the "i" to check if another similar section was present in the topK; Both tools work like a semantic search mechanism, that is, they search for content similar to the added question. Do not include greetings in contents Avoid using greetings like 'Hello! How are you?' along with responses in the sections. ClaudIA already greets the user at the beginning of the conversation or when necessary. Understand that this practice can intensify the feeling of "robotization" of service for the customer. It can also increase the chance of ClaudIA triggering an incorrect section when the user greets. This also harms the results of ClaudIA's tagging tool, the Tagger. See below an example of an inadequate section: Do not create "no content" contents Similar to the above item, avoid creating sections that do not have content. Like sections that try to adapt ClaudIA's tone of voice: - Title: "Okay, thank you" - Response: "You're welcome, I'm here to help you!" Sections like this hinder ClaudIA's performance, adding noise to its knowledge base.

Last updated on Aug 29, 2026

How to segment ClaudIA content by topic (segmentation by vertical)

When to use - You have different business verticals (e.g. Retail, Wholesale) and segment-specific answers - You want ClaudIA to use only the content of the correct segment after identifying the customer - You need to understand the use of the DEFAULT topic vs. specific topics Prerequisites - Workspace of the Fluxo Controlado (Controlled Flow) set up to detect/ask for the customer's segment - (Currently) A request to the Cloud Humans team to pre-register the topics in the database About this article ClaudIA lets you segment content by topics — useful for the different verticals of your business (e.g. the VAREJO (Retail) topic). When the Fluxo Controlado identifies the segment, ClaudIA starts using only content from that topic. How it works Through a Fluxo Controlado, you can: - Look up a customer attribute in the helpdesk or backoffice automatically, without asking directly - Ask the customer (if the information is not available) about the segment or subject of interest When the Fluxo Controlado detects the segment, the conversation starts using only the content registered for that segment. Tópico aplicado na conversa (Cloud Chat) In the audit, the topic of the section used is visible: Tópico da seção na auditoria (Cloud Chat) To filter, edit or create new content by topic, use the "Conteúdos" (Content) screen: Filtro por tópico Use of the DEFAULT topic The DEFAULT topic stores content that is common to all segments. E.g.: "Which services does the company offer?". Usage scenarios - At the start of the conversation (before the topic is selected by the Fluxo Controlado) → only DEFAULT content is used - After a topic is selected (e.g. VAREJO) → the system starts using DEFAULT + VAREJO to answer The default topic can be configured in the Fluxo Controlado: Configuração no Fluxo Controlado Final considerations :::warning Currently, for a topic to be added to the content, you need to ask a Clouder to pre-register the topics in the database. In the future, topic management will be self-service. ::: Notes - To use the content screen: How to use ClaudIA's Content screen - For best practices: Best practices for creating and maintaining content - To understand the interaction between Fluxo Controlado + ClaudIA: How the interaction between ClaudIA and Fluxo Controlado works - To create Fluxos Controlados: How to launch a new Fluxo Controlado step by step

Last updated on Sep 16, 2026

Synchronized FAQ or Product Page Content

How it works Starting from a URL, we can use our agent that extracts information from your site and prepares it for ClaudIA to use. The content is optimized so that Claudia can maintain performance. What can and should be avoided What can be done: - URLs that start with "help" or "support" - URLs that have the base website as the beginning www.example.com and contain a '/products' path that we want to extract - URLs that have the base website as the beginning www.example.com and include some '/blog' paths, for example, which we do not want to extract What to avoid: - URLs where all information is contained on a single page How you can view this in the Content page How to handle this content You will be able to view and access the External Content that was used as the basis for generating this specific session. Additionally, a filter can be applied to view all sources extracted from external origins. Finally, based on certain filters, it is possible to disable or delete multiple contents if desired. This external content will not be editable, as it will always be overwritten when performing another synchronization with the content database. Which tag gets filled Initially, a default arbitrary tag will be filled in (e.g., 'faq' or 'product') ⮕⮕⮕ We plan to evolve towards automatic content categorization in future versions. How you will see it in the Conversation Just like in the "Content" tab, in the Conversation tab you can also see whether the content is from an external source or not. How to perform synchronization IMPORTANT: If you choose to fetch external source content using our agent, it is ESSENTIAL to disable sessions that are identical or duplicated. Our team can analyze duplicates to support this process. ⮕⮕⮕ Currently, you need to contact our support team to use this feature; it is in Beta. 📌 List of HTML tags ignored by default During the refinement process, the extraction agent automatically discards many elements that are not usually useful for the knowledge base. These selectors are defined to reduce visual and structural noise (menus, ads, comments, forms, etc.), keeping only the main content. Page structure #footer #header #nav nav footer Scripts and styles script style noscript Media svg img audio video Navigation and menus .sidebar .menu .navigation .breadcrumb .breadcrumbs .pagination .pager .page-navigation Ads and banners .advertisement .ads .ad-banner .cookie-banner .cookie-notice .gdpr-notice Social and sharing .social-share .social-buttons .share-buttons Forms and subscriptions .newsletter .subscription .signup-form .search-box .search-form .search-bar Related content .related-posts .recommended .suggestions Comments and discussions .comments .comment-section .discussion Metadata and authorship .tags .tag-list .categories .author-bio .author-info .byline .meta .metadata .post-meta Widgets and sidebars .widget .widgets .sidebar-widget Popups and overlays .popup .modal .overlay .lightbox Accessibility and hidden navigation .skip-link .screen-reader-text .sr-only .print-only .no-print Accessibility Attributes [role='alert'] [role='banner'] [role='navigation'] [role='complementary'] [role='dialog'] [role='alertdialog'] [role="region"][aria-label*="skip" i] [aria-hidden='true'] [aria-modal='true'] Invisible elements .hidden .invisible

Last updated on Aug 29, 2026

Synchronize External Content for AI (External Source)

This FAQ explains in a practical way how to register, edit, activate/deactivate, and synchronize content sources of your project — as well as interpret statuses and configure collection recurrence. What are "Content Sources"? They are settings that specify where ClaudIA should search for knowledge (e.g., your Help Center). Each source has: Initial URL, path filters, scheduling/clock for synchronization, and a default tag. Where do I find the screen? In the project, go to Content → Sources. Below is an example of the screen in a project with no active synchronization yet. If the project already has active syncs, you'll see a list with the following columns: - Initial URL - Status of the last execution (e.g.: Synchronized, Error, Canceled) - Last synchronization - State (Activated/Deactivated) - Actions: Synchronize, Edit, View URLs You can sort by clicking on the column headers. How do I add or edit a source? 1. Click on Add Source (or Edit an existing one). 2. In the modal, fill out: - Scheduling (Recurrence & Local Time) Select Daily / Weekly / Monthly and a time. The interface displays: - The next execution (relative and with local date/time). - The system automatically converts everything to UTC cron. - Initial URL Must be a valid URL with protocol http/https. - Path Filter (mandatory) Synchronizes only pages whose path starts with one of these prefixes (one per line). → Each value must start with "/" and have more than 1 character. Example: /docs, /hc/en - Exclude Path Filter (optional) Paths (same format as the filter) to be ignored. Example: /internal-portal, /private - Default Tag (optional) Tag applied to the content originating from this source (helps in filtering/searching). 3. Save with Update Source (Save). Important Validations - Invalid URL or with protocol other than http/https causes an error. - Each item in the filter must start with "/"; / alone is not accepted. How does the recurrence (scheduling) work? - You choose Daily / Weekly / Monthly. - The system calculates the schedule considering the local time zone and shows the next estimated run. Examples: - Daily at 06:00 (local) → runs every day at this time. - Weekly (Monday at 07:00) → runs every Monday at the chosen time. - Monthly (on the 15th at 05:00) → runs every 15th of the month at this time. Tip: you can change the cadence at any time; the next execution already considers the new setting. How do I turn on, off, start, or stop synchronization? - Activate/Deactivate: use the toggle in the Status column. - Activated: the source participates in executions (scheduled or manual). - Deactivated: the source is paused, not running manually nor automatically. - Synchronize (manual): click Synchronize. The status changes to Starting/Running. - Stop: while Running, the Stop button appears; click to cancel the current execution. If I deactivate a source, does ClaudIA stop using that content? It depends on the type of deactivation: - 🔄 Disable synchronization: ClaudIA stops updating the content from this source, but still uses what was previously synchronized. - ❌ Remove source: ClaudIA completely stops using that content. If your goal is to control what ClaudIA uses, it's best to remove the source (rather than just disable synchronization) or use source filters on the content screen to isolate and exclude materials from a specific source. How can I see the extracted URLs? Click View URLs. A modal lists all URLs collected for that source. You can open each in a new tab to check the content. What do the statuses mean? Status “badges” appear in the Status column: - Syncing Data collection is in progress. - Synchronized The last execution finished successfully. - Error Something failed. Hover over the badge to see error details. If nothing appears, contact our support team. - Cancelled The execution was interrupted (manually or by system). - Pending No synchronization has been run yet. The page updates the status automatically: faster when there are executions, and at longer intervals when everything is stable. Best practices for path filters - Be specific: use prefixes that represent relevant sections. Example: /hc/en, /help/, /product-x/docs - Avoid generic “/”: this tries to crawl the entire site. - Use “Ignore routes in synchronization” to skip internal or sensitive areas. Example: /admin, /account, /internal-portal Common errors and how to resolve them - “Invalid URL” / “Invalid protocol” Confirm that the URL starts with http:// or https:// and is correct. - “Path must start with ‘/’” Adjust filter items to the format /your-prefix. - Status “Error” Hover over the badge to read the reason (e.g., step failed). Review filters/URL and try to Synchronize again. If the error persists, contact support. - No URLs listed under “View URLs” Check if the path filters include the desired pages. Can I organize or search what has been collected afterward? Yes — the collected contents appear in the Content tab, where you can search by the desired URL and the contents will appear.** If you need to bulk edit something that was incorrectly set, here's how to do it. Can I flag content with different labels/tags within the same source? Yes. You can manually fill in tags (labels) on each synchronized content. When you do this manually, these tags are not overwritten in subsequent synchronizations — only the textual content is updated. This allows organizing a single source into multiple categories or filters. Final tips - Start with one source per area (e.g., Help Center PT/EN separated) and clear filters. - Schedule for times of low traffic on your site. - Review “View URLs” after the first run to ensure only the desired material is being fetched. - Use a Default Tag for easy identification to facilitate searches and reports by source. - How you will see it in Conversation Just like in the Content tab, in the Conversation tab you will also be able to see whether the content is from an external source or not. 📌 List of HTML tags ignored by default During the refinement process, the extraction agent automatically discards various elements that are usually not useful for the knowledge base. These selectors were set to reduce visual and structural noise (menus, ads, comments, forms, etc.), keeping only the main content. Page Structure #footer #header #nav nav footer Scripts and styles sScript style noscript Media svg img audio video Navigation and menus .sidebar .menu .navigation .breadcrumb .breadcrumbs .pagination .pager .page-navigation Ads and banners .advertisement .ads .ad-banner .cookie-banner .cookie-notice .gdpr-notice Social and sharing .social-share .social-buttons .share-buttons Forms and subscriptions .newsletter .subscription .signup-form .search-box .search-form .search-bar Related content .related-posts .recommended .suggestions Comments and discussions .comments .comment-section .discussion Metadata and authorship tags .tag-list .categories .author-bio .author-info .byline .meta .metadata .post-meta Widgets and sidebars .widget .widgets .sidebar-widget Popups and overlays .popup .modal .overlay .lightbox Accessibility and hidden navigation skip-link .screen-reader-text .sr-only .print-only .no-print Accessibility attributes [role='alert'] [role='banner'] [role='navigation'] [role='complementary'] [role='dialog'] [role='alertdialog'] [role="region"][aria-label*="skip" i] [aria-hidden='true'] [aria-modal='true'] Invisible elements .hidden .invisible

Last updated on Aug 29, 2026

Replay: redo and compare a ClaudIA response

https://www.loom.com/share/9ddf19e817ab464ba62f4271ce3c8ff3 Replay re-executes a response ClaudIA already gave, using the current knowledge and configuration, and shows the result side by side with the original response. It's a way to check the effect of a change before trusting it. :::info Replay is only available to users with the Administrator or CX Engineer role, and only on responses generated by ClaudIA's AI. If you don't see the replay button on a ClaudIA response, your user most likely doesn't have that role — talk to an administrator of your account. ::: When to use - After adjusting the knowledge base, to see whether it would change a response ClaudIA already gave. - After changing an instruction or configuration in ClaudIA, to validate the effect in a real conversation. - To understand why ClaudIA answered a certain way — which knowledge base articles it used. Step-by-step Step 1 — Open the conversation Open the conversation with the ClaudIA response you want to re-execute. Step 2 — Trigger the replay Hover over the ClaudIA response and click the replay button (circular arrow icon, "Replay ClaudIA response"). The Replay ClaudIA response panel opens over the conversation. Replay button (circular arrow icon) next to a ClaudIA response Step 3 — Run the replay In the panel, click Run replay. ClaudIA re-executes the response live, from scratch, with the current knowledge. It takes a few moments. Step 4 — Compare the results When it finishes, the panel shows three things: - The verdict at the top: Identical responses or Different responses. - The Context for the responses: which knowledge base articles were used in the original response and in the replay — and whether they changed. - The Original response and the Replay response (now), side by side. Replay comparison panel: verdict at the top, knowledge base context, and original response versus replay response side by side If the response changed, compare the knowledge base articles of the two versions to identify what changed. :::info Replay is only a simulation for comparison: it does not change the conversation or the original response the customer received. ::: Notes - Replay is not available for responses generated by multiple agents (a supervisor that triggers specialist agents). The panel warns you when that's the case. - Responses that didn't come from the AI agent — such as Controlled Flows or manual responses — don't have replay, because there's no agent execution to reproduce.

Last updated on Jun 26, 2026

Improvement Center: how to review and approve ClaudIA's content suggestions

When to use it - When ClaudIA identifies questions from your customers that it doesn't yet know how to answer and suggests new content for your knowledge base. - When the "Centro de Melhorias" (Improvement Center) item appears in the ClaudIA menu with pending suggestions. - Whenever you want to review, edit and enable automatically suggested content — in a single click. What the Improvement Center is The "Centro de Melhorias" (Improvement Center) brings together content suggested automatically from your customers' conversations. When several customers ask something ClaudIA doesn't yet have in its knowledge base — the so-called "no relevant content" conversations —, ClaudIA groups those questions by topic and drafts a suggested answer for you. You review it, edit it if you want and approve it to enable the content in ClaudIA's knowledge base. :::info Suggestions are AI-generated from real conversations — that's why the page itself shows the notice "Generated by AI · review before approving". No suggestion goes live on its own: it is only used by ClaudIA after you approve it. ::: Where to find it In the ClaudIA menu, click "Centro de Melhorias" (Improvement Center) — right below "Conteúdos" (Content). The page opens with: - A summary at the top: "N new suggestions" and the period analyzed ("Generated between … and …"). - A search by question or topic, a sorting option (e.g. Most conversations) and a toggle between the Cards and Table views. - The list of pending suggestions and the "Aprovar todos" (Approve all) button. List of suggestions in the Improvement Center How to read a suggestion Each suggestion includes: - Impact — the "N conversations" chip shows how many conversations fell into that topic without an answer. The higher it is, the more customers that suggestion helps. - Type — New (a topic the knowledge base doesn't cover yet) or Similar (close to something that already exists). - Topic / Tag — the label that groups the content in the knowledge base. - Suggested question and answer — the text ClaudIA proposes. - What customers asked — the real questions that led to the suggestion. Click any of them to open the source conversation. Step by step — review and approve Step 1 — Open the suggestion Click the card (or the pencil icon) to open the "Revisar sugestão" (Review suggestion) box. Review suggestion box Step 2 — Check the source conversations Under "Conversas de origem" (Source conversations), see your customers' real questions. Click any of them to open the full conversation and understand the context behind the suggestion. Step 3 — Review and edit the answer Read the Suggested question and the Answer. Edit whatever you want — both fields are fully editable. If it makes sense, also adjust the Tag, which defines how the content is grouped in the knowledge base. :::warning Some answers come with sections marked as [COMPLETAR] — these are details only you have (a link, a deadline, a path in the system). As long as a [COMPLETAR] remains, the suggestion can't be enabled. Use the "Próximo campo a preencher" (Next field to complete) shortcut to jump straight to the section and fill it in before approving. ::: Step 4 — Decide You have three actions in the review box: - "Salvar e habilitar" (Save and enable) — approves the suggestion and publishes the content to ClaudIA's knowledge base. From then on, ClaudIA starts using it in the answers to your customers. - "Salvar rascunho" (Save draft) — keeps your edits without enabling them (useful when something still needs to be completed). - "Rejeitar" (Reject) — discards the suggestion. It leaves the pending list and doesn't come back. When the answer is complete, the green notice "Ready to enable — this answer will serve your end customers." appears. Step 5 (optional) — Approve in bulk If several suggestions are already complete, use "Aprovar todos" (Approve all) at the top of the list. Suggestions that still have a [COMPLETAR] are left out and stay pending until you complete them. What happens after you approve - The content enters ClaudIA's knowledge base and starts being used in answers — questions on that topic stop falling into "no relevant content". - You'll also find the content under "Conteúdos → Conteúdos Customizados" (Content → Custom Content), with the "Centro de Melhorias" (Improvement Center) badge — and you can filter by the "Centro de Melhorias" source. - Approving isn't final: like any content, you can edit or disable it later under "Conteúdos" (Content). Notes - Suggestions are AI-generated from real conversations and only go live after your approval — always review before enabling. - The period of conversations analyzed appears at the top of the page ("Generated between … and …"). - The impact ("N conversations") helps you prioritize: start with the suggestions that show up most. - Questions about how ClaudIA uses the knowledge base content? See the "Conteúdos | Gerindo o conhecimento da ClaudIA" (Content | Managing ClaudIA's knowledge) category in the Help Center.

Last updated on Jul 22, 2026

How to add images, videos, documents and buttons to ClaudIA's contents

:::info Gradual rollout. Image is already available; video, document and buttons are being enabled project by project. If your editor's footer only shows "Inserir imagem" (Insert image), your operation is not part of the rollout yet — talk to Cloud Humans. ::: Prerequisites :::warning Available only for projects with ClaudIA active on Cloud Chat. Delivering the file and the buttons depends on the Cloud Chat channel. If your operation uses another helpdesk (Zendesk, Freshdesk, HubSpot, Intercom, etc.), the media inserted into the content will not be sent in the conversation. ::: - ClaudIA active in the project's inbox: "Configurações" (Settings) → "Caixas de entrada" (Inboxes) → your inbox → ClaudIA tab, with status "Ativo" (Active). - Clickable buttons work on WhatsApp and the Web Widget. On other channels the options arrive as a text list — the message is never rejected. - Files (image, video, document) arrive as native media on those same channels. Step by step Step 1 — Open the content in the editor Go to ClaudIA → "Conteúdos" (Contents) → "Conteúdos customizados" (Custom contents) and open (or create) a content. The answer editor's footer has four actions: "Inserir imagem" (Insert image), "Inserir vídeo" (Insert video), "Inserir documento" (Insert document) and "Inserir botões" (Insert buttons). Custom content editor with a video inserted and the four actions in the footer Step 2 — Insert an image, video or document There are three ways to insert: - Button in the editor footer — opens your computer's file picker. Works for all three types. - Paste with Ctrl+V (or Cmd+V on Mac) — copy an image or take a screenshot and paste it straight into the editor, at the cursor position. - Drag and drop — drag the file into the editor; it is inserted at the point where you dropped it. :::info Pasting and drag-and-drop work for images only. Video and document are inserted through the Inserir vídeo and Inserir documento buttons in the footer. ::: The upload happens right away and the block shows up already rendered in the body of the answer: the image, the video player or a card with the file name. Hovering over the block you can reorder, edit the caption and remove it. Editor with a PDF document inserted, displayed as a card with the file name About the caption and the file name: - For image and video, the caption is the text that accompanies the file in the conversation. - For document, the label is the file name — keep the extension (.pdf, .docx, .xlsx). That is what makes the file open in the right app on the customer's phone. For images there is also a fourth path, writing the Markdown directly in the content — see Alternative path: writing the image in Markdown in the content. Step 3 — Add quick reply buttons Click Inserir botões (Insert buttons). Each row in the group has two fields: - "Título" (Title) — what the customer reads on the button. Up to 20 characters; anything beyond that is cut off on delivery. - "Valor" (Value) — the internal identifier of the option, which the customer never sees. It does not accept spaces, parentheses or % (these characters would break delivery, so the editor removes them and warns you). A group accepts up to 3 buttons. When it reaches "3 de 3 botões" (3 of 3 buttons), "Adicionar botão" (Add button) is disabled. Editor with a group of three quick reply buttons filled in and Add button disabled at 3 of 3 :::info Write the title as if it were the customer's reply. When someone clicks the button, ClaudIA receives the title as if the person had typed that text — and answers based on it. "Track order" works well; "Option 1" gives her no context at all. ::: Every button group needs a text immediately before it. That text becomes the question above the buttons. A group that opens the answer, or that comes right after an image or video (because the file consumes the previous text as its caption), is delivered as a text list instead of clickable buttons. Step 4 — Resolve the warnings before publishing The editor warns you immediately when the answer has something that would break delivery, and "Publicar" (Publish) and "Agendar" (Schedule) stay disabled until you resolve it: - button group without text immediately before it; - button with an empty title or value; - more than 3 buttons in the same group — counting groups stuck to one another, which are delivered as one; - two buttons whose label becomes identical after the 20-character cut; - more than 10 media blocks in the same answer. "Salvar rascunho" (Save draft) remains available, on purpose: a draft is not delivered to the customer, so you are not stuck on a content you are still writing. Step 5 — Test in the Playground and publish Use the Playground (in ClaudIA's side menu) to simulate the conversation and see the answer as the customer would see it: the text in text bubbles, the file in the media bubble and the clickable buttons, in the same order they appear in the content. It is the fastest way to check whether the right file is linked to the right question before publishing. ClaudIA Playground simulating the conversation with the answer that contains media Alternative path: writing the image in Markdown in the content Besides the footer buttons, you can place the image directly in the body of the content by writing the image's Markdown. This is useful when the file is already hosted somewhere, when the content is assembled outside the editor, or when the media actions have not yet appeared in your project. The format is ![image description](image URL): ![Filled-in return label](https://exemplo.com/imagens/etiqueta-devolucao.png) What changes compared to the Inserir imagem button: - The URL must be public. The file is downloaded from it at sending time: an internal address, or one that requires login, is rejected. - The same limits apply: PNG, JPEG or WebP, up to 10 MB. GIF and SVG are still not accepted. - The editor validates nothing. To it this is text, so the Step 4 warning does not appear: if the URL is broken or the format is not accepted, you only find out on delivery — the customer receives the caption and the link instead of the image. Test in the Playground before publishing. It is the same mechanism described in Notes: any answer whose output contains media in Markdown, on a Cloud Chat channel, is delivered as a file. That is why this path also works for controlled flows and agent answers. Adjustments to the project prompt For the media to arrive as media, the Markdown needs to survive until the final answer. If the project prompt forbids Markdown or tells ClaudIA to rewrite links, ClaudIA breaks the block apart and it becomes text. And since these formats are specific to Cloud Humans — they are not standard Markdown — the prompt needs to teach them explicitly: without that, ClaudIA has no way of knowing that ![video:...] or [Title](button:...) mean something. The instruction below solves both problems at once. It lists the formats and declares precedence over the rules that usually conflict with them: When the provided content contains media or button markdown, reproduce it exactly as written, character by character: do not convert it into a spelled-out link and do not change the text between brackets. Formats to preserve: ![caption](url) and ![image:caption](url) for image, ![video:caption](url) for video, ![doc:file-name.ext](url) for document, [Title](button:value) for button. This rule takes precedence over the instruction to send links in full and spelled out. :::info Note that this is a preservation rule, not a generation rule: the Markdown comes from the content, and the instruction only prevents ClaudIA from breaking it. It exists precisely because two common prompt instructions conflict with media — "always send the full, spelled-out link", which turns the Markdown into a raw URL, and "never use Markdown", which wipes out the formatting entirely. With the precedence declared, you do not need to open an exception inside each of them. ::: If you do not edit your project's prompt, talk to Cloud Humans. Limits and accepted formats | Type | Accepted formats | Maximum size | | --- | --- | --- | | Image | PNG, JPEG, WebP | 10 MB | | Video | MP4 | 16 MB | | Document | PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX, TXT, CSV | 25 MB | GIF and SVG are not accepted. A file in the wrong format or above the size limit is rejected in the editor itself, with an immediate message — nothing is sent halfway. Buttons: up to 3 per group, title of up to 20 characters, value of up to 256 characters (accented characters count double). Only one clickable group per answer: if the answer has two groups separated by text, the first one is clickable and the second one is sent as a text list. Amount of media: up to 10 blocks of image/video/document per answer. In addition, the whole answer has a ceiling of 21 messages on delivery — each piece of text, each file and each button group counts as one message. An answer above that ceiling is delivered as plain text, without the files. Caption length: on WhatsApp, up to 1024 characters accompany the file in the same message; beyond that, the text goes in a separate message, before the file. How the customer receives it On WhatsApp and the Web Widget, the file arrives as a real message — image, video with player, document to download — and not as a link. Buttons arrive clickable, with the question right above them. Example of answers with rich media received on the Web Widget: The text that precedes the buttons travels in the same message as the buttons, so the question is never separated from the options. The same applies to a file's caption, when it fits within the channel's limit. When the customer clicks a button, ClaudIA receives the button's title as if they had typed that text, and answers next. In the chat widget the choice is one click: once answered, a new click on the same group does not generate another answer. Example of answers with rich media received on WhatsApp: Example of a ClaudIA answer with an image received on WhatsApp Examples of markdown formats accepted by Cloudchat The following formats are used under the hood in rich media contents. It is important that you know them, because you can also use them in "Fluxos Controlados" (Controlled Flows) and in "Especialistas" (Specialists): | Feature | Format | | --- | --- | | Image | ![caption](url) or ![image:caption](url) | | Video | ![video:caption](url) | | Document | ![doc:file-name.ext](url) | | Button | [Title](button:value) | Image, video and document: Here is the product photo: ![](https://exemplo.com/produto.png) Watch the installation video: ![video:installation](https://exemplo.com/instalacao.mp4) Please find the manual attached: ![doc:manual.pdf](https://exemplo.com/manual.pdf) Buttons — they need a line of text immediately before them, which becomes the body of the message: How can I help you today? [Track order](button:rastrear) [Talk to a human](button:humano) [Cancel order](button:cancelar) Three details that make a difference in practice: - The caption comes from the text before the block, not from the text between brackets. In ![Label](url), the word "Label" is discarded — to have a caption, write the text on the previous line. Two exceptions: for video, if there is no text before it, what is between brackets becomes the caption; for document, it becomes the file name the customer receives. - A button without text before it is not clickable — the answer arrives as a text list. - The URL must be public. The file is downloaded from it at sending time: an internal address, or one that requires login, is rejected. When delivery degrades to text None of the situations below rejects the message: ClaudIA always delivers the answer — just without the clickable feature, or without the file. | Situation | What the customer receives | | --- | --- | | Channel without button support (email, Instagram, API integrations) | The question followed by the options as a text list | | Button group without text immediately before it | The options as a text list | | More than 3 buttons in the same group | The options as a text list | | Second button group in the same answer | The first group clickable; the second as a text list | | Two buttons with the same label (after the 20-character cut) | The entire group as a text list, with the full titles | | Two buttons with the same value | The group is clickable, without the repeated option | | Answer above 21 messages | The answer in plain text, without the files | | File sending failure | The caption (when there is one) and the file link | Conversation in Cloud Chat on a channel without button support: the question and the options arrive as a text list If the media actions do not appear in the editor If the editor footer does not show Inserir imagem / vídeo / documento / botões (Insert image / video / document / buttons), check in this order: - Is ClaudIA paused in this project? In Configurações (Settings) → Caixas de entrada (Inboxes) → your inbox → ClaudIA tab, the status must be Ativo (Active). When paused, the media actions disappear on purpose. Reactivate it and reload the Conteúdos (Contents) screen. - Is the knowledge base linked to several projects? It is enough for one of them to have ClaudIA active on Cloud Chat. - Only "Inserir imagem" appears? Video, document and buttons are in gradual rollout — talk to Cloud Humans. Meanwhile, you can already send images by writing the Markdown in the content — see Alternative path: writing the image in Markdown in the content. - Older project? If its ClaudIA was set up by Cloud Humans before this screen existed, there may be no record of the integration. Talk to Cloud Humans — it is quick on our side. - If none of this solves it, this project's helpdesk is probably not Cloud Chat. Best practices - One topic per content. If the content answers two different questions, prefer two separate contents, each with its own file. - Take care of readability on mobile. Most customers open the conversation on their phone: prefer images with large text and avoid very wide tables. - Keep the text self-explanatory. The answer needs to make sense even if the customer does not open the file — the media complements the explanation, it does not replace it. - Update the file when the information changes. Prices, deadlines and conditions shown inside an image, a video or a PDF are not updated automatically when you edit the text. - Short, to-the-point videos. The customer is in a support conversation, not in a class: prefer the excerpt that solves the issue, not the full institutional video. - Button titles distinguishable within the first 20 characters. "Check my order status now" and "Check my order status later" become identical after the cut and drop the entire group to text. - Buttons as a shortcut, not as a menu. Three well-chosen options convert better than a long list — and the channel's limit is 3 anyway. Notes - It also works in controlled flows and agent answers. Any message whose output contains media in markdown format, on a Cloud Chat channel, is processed to send the file in the ideal format for each channel (WhatsApp, email, Instagram, etc.). - With more than one file in the same answer, the order of arrival is not guaranteed. Each part of the answer is delivered to the channel as an independent message, so they may arrive out of the order in which they appear in the content. If the sequence matters for understanding, do not rely on it: prefer one file per answer or make the order explicit in the text ("in the first image…", "in the second image…"). Question and buttons are the exception — they always go in the same message. - See also: Best practices for creating and maintaining ClaudIA's contents and How automatic message splitting works and how to configure it

Last updated on Oct 02, 2026

How to classify errors when finishing a ClaudIA audit

When to use - You are finishing a ticket audit and need to classify the service provided - You want to understand the severity levels of errors (minor, moderate, critical) - You need to prioritize fixes based on impact Prerequisites - Access to the ClaudIA Panel with permission to audit tickets - (Recommended) Be familiar with the audit process — see How ClaudIA and the audit process work About this article This article explains why classifying errors matters and how to apply the correct classification when finishing an audit. How to classify After classifying the messages in the conversation as correct or incorrect, the next step is to indicate whether ClaudIA's service was adequate: - Correct service → mark it with a check ✅ - Incorrect service → select one of the three emoji reactions that indicate the severity of the error Error types | Type | Severity | Description | | --- | --- | --- | | Type 1 | Minor | Correct information, but missing a detail that would enrich/complement the answer | | Type 2 | Moderate | Partially correct answer — there are omissions or additions that may confuse the customer | | Type 3 | Critical | Completely wrong answer or one with significant failures (e.g., failing to transfer correctly, harming the experience) | Improvement suggestion :::success Create detailed internal documentation about error classification to ensure that every team member applies the criteria consistently, avoiding misinterpretations during audits. ::: Why classifying matters - Quickly identifies the severity of each problem - Prioritizes the necessary fixes - Makes audit work easier (a more organized and efficient process) - Improves service quality — enables continuous adjustments Notes - To understand the full audit process: How ClaudIA and the audit process work - For audit best practices: What are the best practices for auditing ClaudIA - To audit ClaudIA's messages: How to audit ClaudIA's messages

Last updated on Aug 26, 2026

How to export and import ClaudIA content in bulk (CSV)

When to use this - You need to edit a lot of content at once - You want an offline file of your knowledge base to review with your team - You want to upload several new pieces of content at once About this article Exporting and importing content is now self-service: you download the file, edit it and upload it back yourself, without depending on the support team. Everything happens inside Cloud Chat, in the ClaudIA content area. How to export 1. In Cloud Chat, open the ClaudIA menu and click Conteúdos (Content). 2. Select the Knowledge Base and go into Conteúdos customizados (Custom content). 3. In the top right corner of the list, click Exportar CSV (Export CSV). The download starts right away, with the file name contents_export_AAAA-MM-DD.csv. :::info The export includes all the content in the knowledge base, not just what is visible on the page or in the filter applied at that moment. ::: What the file contains Each row is one piece of content, with these columns: - id — the content identifier - title — the title - response — the answer / body of the content - label — the tag - type — N1, N2 or INTERACTIVE - topic — the topic used for grouping - interactiveFlowId and interactiveFlowInstance — the flow that is triggered (only for the INTERACTIVE type) - draft — whether the content is a draft How to import it back (bulk editing) 1. Open the exported CSV and make your changes. 2. On the same Conteúdos customizados (Custom content) screen, click Importar CSV (Import CSV). In the modal you can Baixar modelo (Download template) and check the expected format. 3. Drag the file in and click Importar (Import). The import runs in the background and you receive an email with the result when it finishes. :::warning To update an existing piece of content, keep the id column filled in with the original id. If you delete the id, ClaudIA creates a new piece of content instead of updating the old one. ::: Limits and common errors - The file must be a .csv and no larger than 20 MB - The title, response, label and type columns are required - If the file is rejected, check that the column names match the template exactly

Last updated on Aug 31, 2026

I created an article in the Help Center and it doesn't show up in ClaudIA's knowledge base

When to use this - You created an article in the Cloud Chat Help Center, synced it, and it didn't show up in ClaudIA's Content - You edited an article and ClaudIA keeps answering with the old version - You have a Help Center in more than one language and only some of the articles came through First things first: what type is your source? On the "Conteúdos > Origens" (Content > Sources) screen there are two types of source, and they behave differently: | Type | What it's for | Path Filter | | --- | --- | --- | | CloudChat Help Center | Help Center created inside Cloud Chat itself | Doesn't exist for this type | | External sources (web) | Any website or public FAQ outside Cloud Chat | Exists and restricts what gets read | :::warning If your Help Center was created inside Cloud Chat, the source has to be of the CloudChat Help Center type. In that type, the "Filtro de Caminho" (Path Filter) and "Rotas para ignorar" (Routes to ignore) fields don't even appear — so they are not the reason the article didn't come through. ::: The real causes, in the order worth checking 1. The article is still a draft The sync reads published articles only. Drafts and archived articles don't exist in the public version of the portal and never make it into the knowledge base. How to check: open the article in the Help Center and confirm that it was Published — saving is not enough. 2. The article's language is different from the source's language A CloudChat Help Center source imports one language at a time, set in the source's "Idioma" (Language) field. And the article's language isn't chosen by whoever writes it: it comes from the category the article was created in (or, if it has no category, from the portal's default language). How to check: look at which category the article ended up in and what language that category uses. If it differs from the source's language, the article won't come through. :::info Help Center in several languages: create one source per language. A single source won't bring in the whole portal. ::: 3. The source points to another portal The synced portal is identified by the address segment in the source's "URL Inicial" (Initial URL). If you have more than one Help Center, check that the Initial URL is the one for the Help Center where the article was created. :::warning Articles cannot be moved between Help Centers. If the article was created in the wrong Help Center, you need to recreate it in the right one and delete the original. ::: 4. The sync hasn't run yet Each source has its own cadence (daily, weekly or monthly) and a set time. Publishing the article does not trigger the sync right away. To bring the content in immediately, use the "Sincronizar" (Sync) action on the source's row, under "Conteúdos > Origens" (Content > Sources). 5. The last run failed Still under "Conteúdos > Origens" (Content > Sources), look at the source's "Status" column (Synced, Error, Canceled) and the "Última sincronização" (Last sync) date. An error on the last run explains a knowledge base that's frozen in time. Quick checklist 1. Is the article published? 2. Does the language of the article's category match the source's "Idioma" (Language)? 3. Does the source's "URL Inicial" (Initial URL) point to the right Help Center? 4. Did you run "Sincronizar" (Sync) after publishing? 5. Is the "Status" of the last sync Synced?

Last updated on Aug 31, 2026

How ClaudIA decides the path of a conversation (flow, agent or content)

When to use it - You want to understand why one of your contents was or wasn't used in a conversation - You want to know who answers the customer: a flow, an agent or your knowledge base - You need to understand the effect of the project's settings on routing - A good piece of content exists in the base, but ClaudIA never reached it Prerequisites - Access to the project's Painel da ClaudIA About this article Not every customer message reaches your contents. Before that, the conversation goes through a sequence of checks that decides who will handle it. This article explains that entire path. To write and maintain contents, see the companion article: Complete guide to ClaudIA contents. The complete path Flowchart of the path from a message to the content :::info Order matters. Each check only happens if the previous one didn't divert the conversation. A check that diverts ends the path right there — the following ones are never even evaluated. ::: How the conversation starts The first message is a special case: the project can be configured to start in three different ways. | Start setting | What happens on the first message | |---|---| | No start setting | The first message follows the same path as all the others. This is the default behavior, and the most common one. | | Start with a flow | Every conversation starts with a defined flow — welcome, triage, customer identification. Only after that flow ends does the rest of the path come into play. | | Start with an agent | The first message goes straight to the questions agent, without passing through the Judge. The entry path is already defined, so there is nothing to route. | From the second message onward, all of them follow the same sequence of checks. Is the conversation in the middle of a flow? A flow is a multi-step script: it asks a question, waits for the customer's answer, then asks the next one. Between one step and the next, the conversation is in the middle of the flow — and that is exactly what this check asks. Where an ongoing flow comes from | Source | When it happens | |---|---| | Start setting | The project is configured to start every conversation with a flow | | A controlled flow content | ClaudIA used a content of this type — and each one of them points to the flow you defined when registering it | | An agent | The agent decided to trigger a flow to solve the case | The second row is the one that matters most to whoever writes content: it is your controlled flow content that creates the "ongoing flow" of the next message. :::info While the flow hasn't ended, it is in charge of the conversation. None of the following checks happen — neither the Judge nor the search across contents. This is what ensures that a multi-step process isn't interrupted halfway through by an automatic answer. ::: Did the customer ask for a human agent? That request doesn't always lead to the same place — the project defines what happens. | Setting | What ClaudIA does | |---|---| | Direct transfer | Transfers right away, without trying to solve | | Retention attempt | Before transferring, it replies offering help — if the customer accepts, the conversation continues with ClaudIA | | Attempt limit | After a defined number of retention attempts, it transfers anyway | :::info Retention depends on good content. When ClaudIA tries to retain, it needs to show that it can solve the issue — and it is your knowledge base that supports that. A weak base turns the retention attempt into nothing more than a delay before the transfer, which worsens the experience instead of improving it. ::: :::warning During a flow, this request is not detected. If the customer asks for a human agent in the middle of a flow, ClaudIA does not evaluate that request — the flow stays in charge. What can transfer there is the flow itself, through the steps it has. That's why it's worth planning an exit to a human agent inside the longer flows. ::: Does the project have agents turned on? If the project does not have agents, the path ends here: every message goes to the search across contents. This is the default behavior. If it does, the Judge comes into play. What the Judge is The Judge reads each message and decides who should handle it: one of the available agents, or the search across contents. It only chooses among the agents that exist in that project, and the question it asks is whether any of them solves that customer's demand. If none of them does — or if it makes a mistake and points to an agent that doesn't exist — the conversation goes to the contents. When the Judge isn't even consulted In two situations the decision has already been made beforehand, and the message goes straight to the agent: | Situation | Example | |---|---| | The Judge is turned off in the project | An operation in which almost everything is a system action — reissuing a bill, order status, updating registration data. Since every demand will end up with an agent, no routing decision is spent on each message. | | A flow has just handed the conversation back | The project is handled by the agent, but uses an identification flow at the entry point. The customer sends "hi", the flow asks for the ID number, validates it and hands the conversation back — the next message goes straight to the agent, because who handles it was already defined. | These are uncommon settings. In most projects with agents turned on, every message goes through the Judge. The three destinations | Destination | What it is | |---|---| | Flow | A predefined script, with fixed steps. While it is running, nothing else takes over the conversation. | | Agent | A specialist that decides what to do based on the tools it has available and the instructions it received — querying systems, triggering flows, executing actions. The Supervisor chooses which agent handles each case. | | Content | The search across your knowledge base. It is the default path and also the fallback one — whenever there is no agent that solves the case, the conversation comes back here. | :::success When in doubt, the system always prefers the contents. If the Judge doesn't find an agent suited to the demand, if it makes a mistake, or if it fails, the conversation goes back to the knowledge base. That's why the quality of your contents remains the foundation of the service even in projects with agents. ::: :::info Agent and content are different things. The agent solves with tools and instructions — it does not query your knowledge base. It is the content that answers every time the demand is not an agent's case, which in practice is most of the questions. ::: Once it reaches the content, the type defines the outcome After the conversation reaches the search, the type of the content found decides what happens next: | Type | What happens | |---|---| | N1 | The answer is sent and the service continues with ClaudIA | | N2 | The answer is sent and the service is transferred to a human agent | | Controlled flow | Triggers the flow defined for that content — and the conversation is now "in the middle of a flow" | :::warning N1 does not mean "ends the service". It means ClaudIA remains in charge of the conversation. ::: Summary of the settings that change the path | Setting | Effect on routing | |---|---| | No start setting | The first message follows the same path as the others. Default. | | Start with a flow | Every conversation starts with a defined flow | | Start with an agent | The first message goes straight to the questions agent | | Agents turned off | Every message goes to the contents. Default. | | Agents turned on | The Judge starts evaluating each message and decides between agent and content | | Judge turned off | Every message goes straight to the agents, without prior evaluation | | Direct transfer | A request for a human agent transfers right away | | Retention attempt | A request for a human agent gets an offer of help first | | Attempt limit | After N retention attempts, it transfers anyway | If you're unsure which setting your project uses, confirm it with your team at Cloud Humans. Notes - To write and maintain contents: Complete guide to ClaudIA contents - About the agents and the Supervisor: What Specialist Agents are and how the Supervisor decides who answers - About the classification of the service: How a service is classified as N1 or N2 - About the validation of ambiguous content: How the Classifier and Clarifier work

Last updated on Sep 01, 2026

Schedule an Update for Published Content

When to Use - A policy, deadline, or price changes from a specified date, and the new text is ready and approved before that date. - You want to review content carefully, without the change taking effect at the moment you save. - You need the current version to continue responding to customers until the last minute before the update. How it Works https://www.loom.com/share/5b99340fac3d40e089a993d865a1dc20 When editing content that is already published, you can save the change as a pending version, instead of making it live immediately. ClaudIA manages two versions of the same content: - The live version, which continues to serve customers normally. - The pending version, which is stored waiting for the designated moment to go live. The pending version can have a scheduled date (appears in the Scheduled tab) or be unscheduled (appears in the Drafts tab). When the time comes, ClaudIA automatically switches the two versions — no one needs to be on the platform at that moment. :::info Each content piece can have at most one pending version at a time. Saving over content that already has a pending version updates that version, instead of creating a new one. ::: Where Each Version Appears - Published — shows the text that is live. A banner indicates there is a pending update awaiting approval. - Scheduled — highlights the upcoming text, with the scheduled date and countdown. Below it, ClaudIA reminds which version remains live until publication. - Drafts — similar to the previous tab, for pending versions without a scheduled date. Step-by-step Step 1 — Open the Published Content In Contents, open the content you want to modify. It needs to be published. Step 2 — Make the Change Edit the title and response as usual. Step 3 — Choose When the Change Enters - Schedule — select the date and time. The screen shows the text that will go live and the exact exchange moment before confirmation. - Save Draft — save the change without a date. It will only go live when you publish. - Update — make the change go live immediately, as before. Step 4 — Monitor, Reschedule, or Discard Reopen the content and use the Live and Pending tabs to compare versions. In the Pending tab you can: - Reschedule — change the date and time. - Discard Update — delete the pending version and keep only the live one. - Publish Now — immediately make the pending version live, without waiting for the scheduled date. Notes - Publishing occurs within approximately one minute of the chosen time because ClaudIA checks schedules every minute. - If the content has been deactivated after scheduling the update, it goes back live along with the pending version’s publication. This covers scenarios of deactivating problematic content with a scheduled correction. - Saving via the Live tab while an update is scheduled alters the pending text but does not change the scheduled date. The interface warns and continues showing the original date. :::warning Publishing the text from the Live tab replaces the waiting version — the pending change is discarded. The platform asks for confirmation beforehand, displaying the lost date. :::

Last updated on Sep 08, 2026

Improvement Center: what the impact number of each suggestion means

When to use - When you open the Improvement Center and need to decide which suggestions to review first. - When you want to understand where the number that appears on each card comes from. - When you find it strange that the estimate of "recoverable tickets per month" no longer appears. Prerequisites - Improvement Center v2 enabled for your project. The release is done project by project by the Cloud Humans team. How it works Quality Queue: observed usage Each Quality suggestion shows two counts for the analyzed period: - How many conversations used that content. - How many of these conversations still went to your team. These are conversations counted within the period, not projections. You can verify each one. When the content was not used in the period, the chip simply does not appear. The screen does not show zero, so the absence of usage is not confused with a measurement of zero. Gaps Queue The count remains the same: how many conversations fell into that topic without ClaudIA having a response. The only change was the label, which now says conversations without response in the period. What has been removed from the screen The estimate "~N recoverable tickets/month" was removed from the Quality cards. That number was a projection calculated based on usage, retention, and an estimated capture rate — not a count. When the actual result of approved contents was measured, the gain that the projection announced did not appear, and in some channels, the projected number was well below the conversations actually counted. The queue ordering did not change: suggestions continue to be ranked the same way. What was removed was the display of the number with the ticket unit. The Agents tab did not change The Agent suggestions remain as they were. The premise there is different: an action that ClaudIA cannot perform. Notes - The two numbers refer to the analyzed period, shown at the top of the page. - To prioritize, look at the second number. Content that is heavily used and still sends a lot of conversations to the team is where the adjustment yields the most. - Approving a suggestion remains reversible: you can edit or disable the content later in Contents.

Last updated on Oct 06, 2026

Review Suggestions from the Improvement Center with Your AI Assistant

When to Use - You already use an AI assistant connected to Cloud Humans via MCP and want to review suggestions without opening the panel. - You want to approve multiple suggestions at once, chatting instead of clicking on each card. - You are editing content in the knowledge base and want to know if there are any pending improvement suggestions for it. Prerequisites - Improvement Center v2 enabled for your project. The release is done project by project by the Cloud Humans team. - An AI assistant connected to your account via Cloud Humans MCP. How It Works What the assistant can do The MCP exposes the Improvement Center as tools, so the assistant can: - See the overview — current retention, projection, and how many suggestions are pending on each front. - List content suggestions — Gaps, Quality, structural, and duplicates, with the current text alongside the proposed one. - Fill in the marked sections — suggestions that come with [COMPLETAR] can be filled in directly within the chat, and the assistant shows the options it found in your own sources. - Approve or dismiss — approving publishes the content to the knowledge base; dismissing removes it from the queue and accepts a note with the reason. - Decide on agent suggestions — list the suggested Specialist Agents, with the integrations they depend on, and approve or dismiss. The content page itself tells you When you open a knowledge base entry, an indicator appears if there is a pending improvement suggestion for it. Previously, you had to go to the Improvement Center to find out. Notes - Approving via the assistant has exactly the same effect as approving through the interface: the content enters the knowledge base and ClaudIA starts using it. - The origin of the decision is recorded, so you can later tell apart what was decided by the assistant and what was decided in the panel. - A suggestion with an open [COMPLETAR] is not published. Fill in those sections before approving. - To understand how to prioritize what to review first, see Improvement Center: what the impact number of each suggestion means.

Last updated on Oct 13, 2026