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Entities

Entities are terms or objects that provide context for an intent

(question category). An entity is the tool that lets you drill down to the options (values) you want your end user to choose from.

Values

The values are the options that derive from an entity. These are the different choices you have decided upon, which dig further into specific information your AI Agent needs to resolve any issue. Values can also provide more context, allowing you to dig even further into specific information.

Synonyms and patterns

In the Entity | Value | Synonym/Pattern triad, synonyms and patterns represent the last layer.

Synonyms

You can use synonyms to declare different ways the user can refer to each value. The following table shows a possible implementation of an entity that uses synonyms.

Entity @payment_methods

ValuesTypeSynonyms/Patterns
cardSynonymvisa mastercard credit debit
bankSynonymbank transfer
webSynonymPayPal

Patterns

You can use patterns to control the way you ask for information. You can write patterns in the form of regular expressions. Patterns have very specific structures like dates, telephone numbers, email addresses, credit card numbers, ZIP codes, and more.

The following table shows a possible implementation of an entity that uses patterns:

Entity @contact_info

ValuesTypeSynonyms/Patterns
e-mailPattern\S+@\S+
phonePattern\d{10}

Add a new entity

  1. In your AI agent, select Conversation.
  2. Go to the Entities tab.
  3. Click the + icon to create a new entity.
  4. Update the Name and Description of your entity.
  5. Add entity values, including their synonyms or patterns as needed.
note

Each value can contain either synonyms or patterns, not both.

Import an entity

To import an entity, click on the import icon on the top right to select a local CSV file. The CSV file must have the following format:

  • Four columns with headers Entity, Type, Value, Synonyms/Patterns.
  • Optional: Under Entity, include the name of your imported entity.
  • Under Type, write either synonym or pattern.
  • Under Value, include the value of the entity.
  • Under Synonyms/Patterns, include the comma-separated synonyms or patterns.

Once you upload the file, the values with their synonyms and/or patterns are visible. Save to add the entity to your AI agent.

You can also download an example CSV file containing an entity.