How to Set Up Auxi for Success: A Step-by-Step Guide

Supporting employees with accurate information and timely resolution of issues is a growing challenge for IT and HR teams. Auxi helps close this gap by combining conversational AI, workflow automation, and smart indexing. This guide walks through how to set up Auxi effectively to drive adoption and deliver measurable impact.

1. Connect Your Knowledge Base

Begin by connecting your internal documentation sources—such as SharePoint, Confluence, or similar platforms—to Auxi. This forms the foundation for answering employee questions accurately and efficiently.

2. Curate What Gets Indexed

Auxi is designed to index only relevant and actionable content, not your entire knowledge base. To ensure high-quality results:

Tag documents that should be indexed using one of two categories:

• Content: Documents that contain detailed answers or guidance.
  
• Title: Documents that have clear, searchable titles aligned with common questions.
  

We recommend starting with documents that cover the most frequently asked questions, ideally those that account for 80% of employee inquiries. This focused approach ensures accuracy and relevance in responses.

3. Enable Daily Indexing

Set up automated daily indexing to ensure Auxi stays up to date with the latest changes in your documentation. This allows teams to continuously improve content quality without needing manual updates.

4. Choose the Right Conversational Interface

Once your content is indexed, you can make Auxi available to employees through:

• An embedded chat widget on internal platforms, or
  
  
• Collaboration tools like Slack or Microsoft Teams or
  
  
• Integrate with your ticketing system like Jira/ServiceNow etc.
  
  

Choose the interface that aligns best with your employees' workflows.

5. Track Usage and Improve Responses

Auxi includes built-in analytics tools that allow you to track how the platform is being used. You can:

• Identify unanswered or misunderstood questions.
  
  
• Add new documents to improve coverage.
  
  
• Use Auxi Q&A to manually define question/answer pairs. Answers can either be generated from your existing content using AI or written manually for precision.
  
  

This continuous feedback loop helps improve the experience over time.

6. Build Workflows to Resolve Requests

Auxi Workflows are designed to help employees complete tasks directly within the chat interface. These workflows:

• Collect information from users and other systems.
  
  
• Interact with tools and APIs.
  
  
• Guide users through structured decision paths based on logic and available data.
  
  

You can think of workflows as dynamic, guided processes—similar to branching logic—where different paths are taken depending on user inputs or available context.

We recommend starting with high-impact, repeatable use cases such as:

• Resetting passwords
  
  
• Requesting application access
  
  
• Joining distribution lists
  
  
• Updating employee information
  
  

Use interaction history to identify additional opportunities for workflow automation.

7. Understand Workflow Components

Workflows can be customized using a variety of nodes and features:

• User Input: Collects information from the user. Choose the format (text, date, number, dropdown, etc.) carefully to ensure accurate data capture.
  
  
• Conditions & Routing: Enables complex branching based on values collected earlier—think of it as creating “if/else” logic.
  
  
• Smart AI Node: Run lightweight AI functions, such as summarizing text or generating content from structured data.
  
  
• Script Node: Run custom JavaScript for minor transformations or validations.
  
  
• Metric Node: Log custom metrics to track workflow performance.
  
  
• Rich Messaging: Enhance responses with markdown, images, buttons, or links for a more intuitive experience.
  
  

8. Organize and Maintain Intents

Workflows are triggered by intents, which represent the types of issues users might express. Each intent is defined by a group of utterances—phrases a user might say to describe their problem.

To avoid confusion:

• Keep utterances for different intents as distinct as possible.
  
  
• If overlap is unavoidable, Auxi will clarify by asking the user to confirm what they need help with.
  
  
• You can also build confirmations directly into the workflow to ensure the correct process is initiated.
  
  

9. Integrate with Your Existing Systems

Auxi comes with prebuilt integrations for hundreds of common tools. If a tool isn’t directly supported, you can connect it using standard REST APIs.

This flexibility allows workflows to retrieve data, submit requests, or trigger actions in external systems—enabling end-to-end resolution for employees.

10. Partner with Us

If you have specific needs, want to explore advanced use cases, or have feedback, we encourage you to reach out. Our team is here to help you scale and optimize Auxi for your organization.

By following these best practices, you’ll be well-positioned to deliver fast, accurate, and automated support across your organization—reducing operational overhead while improving the employee experience.