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How to Automate Calculations Using AI

In this article, you'll discover how AI can automate calculations on the platform, relieving agents of performing this task manually.

When your business frequently receives calculation-related inquiries from customers, AI can perform the calculation for you. This guarantees speedy and accurate replies to customer queries.

AI Assist Setup for Calculation Inquiries

Learn how to add pricing or quantifiable information as Knowledge Sources for AI Assist to help you with calculation inquiries.

  • Prepare pricing or quantifiable information in a non-tabular format
  • Add information as a Knowledge Source
  • Test AI Assist

Prepare pricing or quantifiable information in a non-tabular format

AI Assist can process information stored in PDF files and website URLs. However at this moment, it cannot process data stored in a tabular or image format.

If your pricing or quantifiable information is in a tabular format, convert the information to a non-tabular format. There are 2 ways to do this:

  1. Automatic conversion using Data Analysis in ChatGPT-4 (recommended for a large volume of data).
  2. Manual conversion (recommended for a small volume of data).
Automatic conversion using Data Analysis

Step 1: Go to Data Analysis in ChatGPT-4.

Data Analysis in ChaptGPT-4

Step 2: Click đź“Ž and upload your pricing information file. Ensure the file is readable by Data Analysis, e.g. a CSV file.

Step 3: Provide instructions to analyze the data. You may use the following example or modify according to your needs:

Steps:

  1. Reading the CSV File
  2. Identifying Columns
  3. Formatting as Text
  4. Concatenating into a Text Block
Samples of instructions in Data Analysis

Step 4: After Data Analysis completes the instructed process, guide it in formatting the text as intended for display in the PDF file. The following is an example of the instruction based on the file uploaded at Step 2:

Format the text in the following format: "In {{Market}}, the cost per conversation for Marketing is {{Marketing column}}, for Utility is {{Utility column}}, for Authentication is {{Authentication column}}, and Service is {{Service column}}."

Step 5: Once formatting is completed, guide it to generate a PDF file e.g. Generating PDF.

Step 6: Download the PDF file generated.

Manual conversion

If you’re converting the information manually, refer to the examples in this section. Here, the tabular information has been formatted to a non tabular format:

  1. Messaging costs

Tabular format:

Messaging costs in a table

Non-tabular format:

Messaging costs in text format
  1. Storage space costs

Tabular format:

Storage space costs in table

Non-tabular format:

Storage space costs in text format
  1. Part quantities
Part quantities in table and in text format

Add information as a Knowledge Source

Prerequisite: Only Workspace Managers and Owners have the rights to add Knowledge Sources.

With pricing or quantifiable information stored in the right format, you can add the file as a Knowledge Source for AI Assist to reference when answering queries that requires calculations. Learn how to do this here.

Adding Knowledge Source

Test AI Assist

Prerequisite: Only Workspace Managers and Owners have the rights to test AI Assist.

Test AI Assist to ensure the calculations are correct. If the calculations are incorrect, modify the pricing or quantifiable information accordingly, delete the wrong information that’s been added to the Knowledge Source, and then add the new information as a Knowledge Source.

Test AI Assist

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

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