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Separate data by site

In ELChat, the site is the main work area. Knowledge, pages, products, conversations, connectors, capabilities, workflows and agents are handled in the context of the selected site.

  • create a separate site for each domain or activity requiring separate data and actions;
  • check the selected site before an import or connection;
  • name resources and capabilities with activity-specific vocabulary;
  • connect only the external accounts corresponding to this site;
  • perform a test with a specific question before posting.

Ask a question whose answer exists only within this perimeter. Then check the conversation, the source used and any proposed action. Repeat with information that belongs to another site: ELChat must not return it from this site.

To understand the structure, see Account, Sites and Projects.

Example: two separate activities

CreateMaison Atlas — Boutiquefor purchase products, orders and conversations, thenMaison Atlas — Formationfor programs, registrants and course applications. Import knowledge and connect external accounts to the corresponding site.

This separation prevents a response on training from being used in the shop and prevents an agent from mobilizing the wrong CRM or calendar. Test a site-specific question and verify that the source displayed belongs to the selected site.