Creating intents

Intent creation overview

• Plan the intents for your application.

  Consider what your customers might want to do, and what you want your application to be able to handle on their behalf. For example, you might want your application to help your customers make a purchase. If so, you can add a #buy_something intent. (The # that is added as a prefix to the intent name helps to clearly identify it as an intent.)

• Teach watsonx Assistant about your intents.

  After you decide which business requests that you want your application to handle for your customers, you must teach watsonx Assistant about them. For each business goal (such as #buy_something), you must provide at least 5 examples of utterances that your customers typically use to indicate their goal. For example, I want to make a purchase.

  Ideally, find real-world user utterance examples that you can extract from existing business processes. Tailor the user examples to your specific business. For example, if you are an insurance company, a user example might look more like this, I want to buy a new XYZ insurance plan.

  Your assistant uses the examples that you provide to build a machine learning model that can recognize the same and similar types of utterances and map them to the appropriate intent.

Start with a few intents, and test them as you iteratively expand the scope of the application.

Creating intents

1. Click Intents.

2. Select Create intent.

3. In the Intent name field, type a name for the intent.

   • The intent name can contain letters (in Unicode), numbers, underscores, hyphens, and periods.
   • The name cannot consist of .. or any other string of only periods.
   • Intent names cannot contain spaces and must not exceed 128 characters. The following are examples of intent names:
     • #weather_conditions
     • #pay_bill
     • #escalate_to_agent

   A number sign # prefix is included in the intent name automatically to help identify the term as an intent. You do not need to add it.

   Keep the name as short as possible for readability in the "Try it out" pane and conversation logs.

   Optionally add a description of the intent in the Description field.

4. Select Create intent to save your intent name.

   

5. In the User example field, type the text of a user example for the intent. An example can be any string up to 1,024 characters in length. The following utterances might be examples for the #pay_bill intent:

   • I need to pay my bill.
   • Pay my account balance
   • make a payment

   To learn about the impact of including references to entities in your user examples, see How entity references are treated.

   Intent names and example text can be shown in URLs when an application interacts with watsonx Assistant. Do not include sensitive or personal information in these artifacts.

6. Click Add example to save the user example.

   

7. Repeat the same process to add more examples.

   Provide at least five examples for each intent.

8. When you are done adding examples, click the close arrow to finish creating the intent.

The system trains itself on the intent and user examples you added.

Important:

• Intent example data should be representative and typical of data that your users provide. Examples can be collected from actual user data, or from people who are experts in your specific field. The representative and accurate nature of the data is important.
• Both training and test data (for evaluation purposes) should reflect the distribution of intents in real usage. Generally, more frequent intents have relatively more examples, and better response coverage.
• You can include punctuation in the example text if it appears naturally. If you believe that some users express their intents with examples that include punctuation, and some users will not, include both versions. Generally, the more coverage for various patterns, the better the response.

How entity references are treated

When you include an entity mention in a user example, the machine learning model uses the information in different ways in these scenarios:

• Referencing entity values and synonyms in intent examples
• Annotated mentions
• Directly referencing an entity name in an intent example

Directly referencing an entity name in an intent example

This approach is advanced. If used, it must be used consistently.

You can choose to directly reference entities in your intent examples. For instance, say that you have an entity that is called @PhoneModelName, which contains values Galaxy S8, Moto Z2, LG G6, and Google Pixel 2. When you create an intent, for example #order_phone, you might then provide training data as follows:

• Can I get a @PhoneModelName?
• Help me order a @PhoneModelName.
• Is the @PhoneModelName in stock?
• Add a @PhoneModelName to my order.

Currently, you can only directly reference synonym entities that you define (pattern values are ignored). You cannot use system entities.

If you choose to reference an entity as an intent example (for example, @PhoneModelName) anywhere in your training data it cancels the value of using a direct reference (for example, Galaxy S8) in an intent example anywhere else. All intents will then use the entity-as-an-intent-example approach. You cannot apply this approach for a specific intent only.

In practice, this means that if you have previously trained most of your intents based on direct references (Galaxy S8), and you now use entity references (@PhoneModelName) for just one intent, the change impacts your previous training. If you do choose to use @Entity references, you must replace all previous direct references with @Entity references.

Defining one example intent with an @Entity that has 10 values that are defined for it does not equate to specifying that example intent 10 times. The watsonx Assistant service does not give that much weight to that one example intent syntax.

Testing your intents

After you finish creating new intents, you can test the system to see if it recognizes your intents as you expect.

1. Click Try it.

2. In the "Try it out" pane, enter a question or other text string and press Enter to see which intent is recognized. If the wrong intent is recognized, you can improve your model by adding this text as an example to the correct intent.

   If you make recent changes in your skill, you might see a message that indicates that the system is still retraining. If you see this message, wait until training completes before testing:

   The response indicates which intent was recognized from your input.

   

3. If the system does not recognize the correct intent, you can correct it. To correct the recognized intent, select the displayed intent and then select the correct intent from the list. After your correction is submitted, the system automatically retrains itself to incorporate the new data.

   

4. If the input is unrelated to any of the intents in your application, you can teach your assistant that by selecting the displayed intent, and then clicking Mark as irrelevant.

   

If your intents are not being correctly recognized, consider making the following kinds of changes:

• Add the unrecognized text as an example to the correct intent.
• Move existing examples from one intent to another.
• Consider whether your intents are too similar, and redefine them.

Absolute scoring

The watsonx Assistant service scores each intent’s confidence independently, not in relation to other intents. This approach adds flexibility; multiple intents can be detected in a single user input. It also means that the system might not return an intent at all. If the top intent has a low confidence score (less than 0.2), the top intent is included in the intents array that is returned by the API, but any nodes that condition on the intent are not triggered. If you want to detect the case when no intents with good confidence scores were detected, use the irrelevant special condition in your dialog node.

As intent confidence scores change, your dialogs might need restructuring. For example, if a dialog node uses an intent in its condition, and the intent's confidence score starts to consistently drop below 0.2, the dialog node stops being processed. If the confidence score changes, the behavior of the dialog can also change.

Intent limits

The number of intents and examples you can create depends on your watsonx Assistant plan type:

Editing intents

You can click any intent in the list to open it for editing. You can make the following changes:

• Rename the intent
• Delete the intent
• Add, edit, or delete examples
• Move examples to a different intent

To move or delete an example, click the checkbox that is associated with it, and then click Move or Delete.

Searching intents

Use the Search feature to find user examples, intent names, and descriptions.

1. From the Intents page, click the Search icon .

2. Submit a search term or phrase. You can also select Include partial match.

   The first time that you search for something, you might get a message that says the content is being indexed. If so, wait a minute, and then resubmit the search term.

   Intents that contain your search term are displayed.

   

Downloading intents

You can download a number of intents to a CSV file, so you can then upload and reuse them in another watsonx Assistant application.

1. Go to the Intents page.

• To download all intents, meaning the intents that are listed on this and any additional pages, do not select any individual intents. Instead, click the Download all intents icon .

• To download the intents that are listed on the current page only, select the checkbox in the header. This action selects all of the intents on the current page. Then, click the Download button.

• To download one or more specific intents, select the intents that you want to download, and then click the Download button.

1. Specify the name and location in which to store the CSV file that is generated, and then click Save.

Uploading intents and examples

If you have many intents and examples, you might find it easier to upload them from a comma-separated value (CSV) file than to define them one by one. Be sure to remove any personal data from the user examples that you include in the file.

1. Collect the intents and examples into a CSV file, or export them from a spreadsheet to a CSV file. The required format for each line in the file is as follows:

   <example>,<intent>
   

   where <example> is the text of a user example, and <intent> is the name of the intent you want the example to match. For example:

   Tell me the current weather conditions.,weather_conditions
   Is it raining?,weather_conditions
   What's the temperature?,weather_conditions
   Where is your nearest location?,find_location
   Do you have a store in Raleigh?,find_location
   

   Important: Save the CSV file with UTF-8 encoding and no byte order mark (BOM).

2. From the Intents page, click the Upload intents icon .

3. Drag a file or browse to select a file from your computer.

   Important: The maximum CSV file size is 10 MB. If your CSV file is larger, consider splitting it into multiple files and uploading them separately.

4. Click Upload intents.

   The file is validated and uploaded, and the system trains itself on the new data.

You can view the uploaded intents and the corresponding examples on the Intents tab. You might need to refresh the page to see the new intents and examples.

Deleting intents

You can select a number of intents for deletion.

By deleting intents that you are also deleting all associated examples, and these items cannot be retrieved later. All dialog nodes that reference these intents must be updated manually to no longer reference the deleted content.

1. Go to the Intents page

   • To delete all intents, meaning the intents that are listed on this and any additional pages, do not select any individual intents. Instead, click the Delete all intents icon.

   • To delete the intents that are listed on the current page only, select the checkbox in the header. This action selects all of the intents that are listed on the current page. Click Delete.

   • To delete one or more specific intents, select the intents that you want to delete, and then click Delete.