This article describes how you can add information about your company, customer experience, and product to give the AI context into your design guidelines and insights about your customer experience.
Upgrade – Talk to your customer success person or submit a support request to get touch with a sales rep about adding Knowledge Management to your account.
Evolv AI’s Knowledge Management is a starting point for providing your AI with the context it needs to discover deeper optimization opportunities and generate more relevant ideas when using Views & Ideation. You can add knowledge by simply writing or uploading information and organizing it by category.
Table of Content
Why Adding Knowledge is Important
The content you add to a knowledge item is used in a few ways:
- Increasing Specificity – Recommending ideas that follow your company’s specified design guides
- Identifying Misalignment – Identifying aspects of a view [link to About Views & Ideation] that don’t align with the visual design and content rules your company or department follow
- Providing Meaningful Context – Allowing the AI to find opportunities that are relevant to your business, audience, and product.
Knowledge Categories
The predefined categories in Knowledge Management are loosely based on typical departments in a business organization and can be used as folders to organize your content. You can also select these categories when generating opportunities to discover category-specific opportunities.
- Brand – Upload your brand’s visual design, photography, and writing guidelines and allow the AI to identify areas of the customer experience that aren’t aligned with your brand vision. Providing visual design guidelines also allows the AI to recommend ideas that align with your brand.
- Marketing – Information about the kinds of people your marketing campaigns are driving to your customer experience and what their goals are can help generate ideas that are relevant to your known audiences. Content that describes your product’s value propositions can be used to identify opportunities to align the customer experience with the messaging your visitors see in various marketing channels.
- Product – Use the product category to let the AI know how your product works and to describe the intended, and observed, customer journey. This level of detail can enrich the AI’s view of what’s on the page and how it’s expected to work.
- User Research – Upload user research reports to give the AI context on user personas and past design changes that did and didn’t work. Describing the ideas you’ve tested in the past can help the AI avoid recommending the ideas you know didn’t work out.
- Legal – Use this category for information about legal requirements the customer experience should adhere to. For example, information on GDPR or specific language that should not be used in the design.
Using Knowledge in Views Ideation
When generating ideas in a particular view, the AI will evaluate the design using heuristics derived from the content in these categories, along with the default UX Heuristics category.
Important – The information you add to a Knowledge Item becomes available to the AI after the system has processed it. After saving a knowledge item, give the system a couple of minutes before clicking 'Generate Opportunities' on a specific view.
Opportunities found by the AI will indicate the category of the heuristic used to identify the opportunity.
Get more insight on each opportunity by clicking on the Info icon to see a longer description of the opportunity and the heuristic used to identify it.