size_categories:n<1K format:parquet modality:text library:datasets library:pandas library:mlcroissant library:polars library:argilla region:us rlfh argilla human-feedback
---
size_categories: n<1K
tags:
- rlfh
- argilla
- human-feedback
---

# Dataset Card for Trisha







This dataset has been created with [Argilla](https://github.com/argilla-io/argilla). As shown in the sections below, this dataset can be loaded into your Argilla server as explained in [Load with Argilla](#load-with-argilla), or used directly with the `datasets` library in [Load with `datasets`](#load-with-datasets).


## Using this dataset with Argilla

To load with Argilla, you'll just need to install Argilla as `pip install argilla --upgrade` and then use the following code:

```python
import argilla as rg

ds = rg.Dataset.from_hub("wyzard-ai/Trisha", settings="auto")
```

This will load the settings and records from the dataset repository and push them to you Argilla server for exploration and annotation.

## Using this dataset with `datasets`

To load the records of this dataset with `datasets`, you'll just need to install `datasets` as `pip install datasets --upgrade` and then use the following code:

```python
from datasets import load_dataset

ds = load_dataset("wyzard-ai/Trisha")
```

This will only load the records of the dataset, but not the Argilla settings.

## Dataset Structure

This dataset repo contains:

* Dataset records in a format compatible with HuggingFace `datasets`. These records will be loaded automatically when using `rg.Dataset.from_hub` and can be loaded independently using the `datasets` library via `load_dataset`.
* The [annotation guidelines](#annotation-guidelines) that have been used for building and curating the dataset, if they've been defined in Argilla.
* A dataset configuration folder conforming to the Argilla dataset format in `.argilla`.

The dataset is created in Argilla with: **fields**, **questions**, **suggestions**, **metadata**, **vectors**, and **guidelines**.

### Fields

The **fields** are the features or text of a dataset's records. For example, the 'text' column of a text classification dataset of the 'prompt' column of an instruction following dataset.

| Field Name | Title | Type | Required | Markdown |
| ---------- | ----- | ---- | -------- | -------- |
| instruction | User instruction | text | True | True |


### Questions

The **questions** are the questions that will be asked to the annotators. They can be of different types, such as rating, text, label_selection, multi_label_selection, or ranking.

| Question Name | Title | Type | Required | Description | Values/Labels |
| ------------- | ----- | ---- | -------- | ----------- | ------------- |
| relevance_score | How Relevant is the conversation based upon persona | rating | True | N/A | [1, 2, 3, 4, 5, 6, 7, 8, 9, 10] |
| accuracy_score | How accurate is the conversation based upon persona | rating | True | If the model answered something unrelated to Argilla SDK | [1, 2, 3, 4, 5, 6, 7, 8, 9, 10] |
| clarity_score | How accurate is the conversation based upon persona | rating | True | This field should be used to report any feedback that can be useful | [1, 2, 3, 4, 5, 6, 7, 8, 9, 10] |
| actionable_score | How actionable is the conversation based upon persona | rating | True | This field should be used to report any feedback that can be useful | [1, 2, 3, 4, 5, 6, 7, 8, 9, 10] |
| engagement_score | How engaging is the conversation based upon persona | rating | True | This field should be used to report any feedback that can be useful | [1, 2, 3, 4, 5, 6, 7, 8, 9, 10] |
| completeness_score | is the conversation complete based upon persona | rating | True | This field should be used to report any feedback that can be useful | [1, 2, 3, 4, 5, 6, 7, 8, 9, 10] |
| feedback | feedback | text | True | What do you think can be improved in the given conversation. How good was the conversation as per you? | N/A |


<!-- check length of metadata properties -->

### Metadata

The **metadata** is a dictionary that can be used to provide additional information about the dataset record.
| Metadata Name | Title | Type | Values | Visible for Annotators |
| ------------- | ----- | ---- | ------ | ---------------------- |
 | conv_id | Conversation ID |  |  -  | True |
 | turn | Conversation Turn |  | 0 - 100 | True |






### Data Instances

An example of a dataset instance in Argilla looks as follows:

```json
{
    "_server_id": "f67ecdc3-fb51-49ce-ad2b-096341e15316",
    "fields": {
        "instruction": "**user**: I am looking for a CRM tool, give a comparison of the best CRM system in the industry\n**assistant**: Here\u0027s a comparison of some top CRM systems:\n\n| Feature | SuperOffice CRM | Claritysoft CRM | Spotler CRM |\n|---|---|---|---|\n| **Pricing** | \u20ac45/month/feature | $49/month/user | $17/month/user |\n| **Description** |  AI-powered CRM for enterprises, mid-sized businesses, nonprofits, public administrations, and small businesses. Features include reporting/analytics, third-party integrations, and contact management. | CRM designed for growing teams. Offers customizable sales, marketing, and service tools and integrations. | Easy-to-use cloud CRM for growing teams. Customizable sales CRM with options for marketing and service tools. |\n| **Ratings (out of 5)** | 4.19 (130 users) | 4.55 (172 users) | 4.45 (462 users) |\n| **Free Trial/Free Version?** | No | Yes | Yes |\n\n\n* **What specific features are most important to you in a CRM?**  (e.g., sales automation, marketing automation, customer support)\n* **What is the size of your business?** (e.g., small, medium, large enterprise)\n* **What is your budget for a CRM?**\n\n\nI can offer more tailored recommendations once I have a better understanding of your needs.\n\n**feedback**: Without asking probing questions first and providing the suggestions for CRM were very generic. If the AI had clarified my needs first (like asking if I wanted to prioritize sales automation or customer support features), it could have focused on CRMs that excel in those areas, giving a more targeted comparison rather than a general overview.  It would have been more effective if the AI also began by asking questions to understand my specific needs before listing CRM options. For instance, probing questions like \"What features are most important to you?\" and \"What\u2019s your budget range?\"\n**user**: CRM is for sales and customer support, medium business size, and there is no budget yet\n**assistant**: Here\u0027s a revised comparison based on your needs for sales and customer support for a medium-sized business:\n\n| Feature | SuperOffice CRM | Claritysoft CRM | Spotler CRM |\n|---|---|---|---|\n| **Pricing** | \u20ac45/month/feature | Starts at $39/user/month | Starts at $17/user/month |\n| **Sales Features** | Sales guides, quote management, dashboards, reports | Sales automation, pipeline management | Contact management, sales process automation, team collaboration tools |\n| **Customer Support** | Ticket management, automated routing and escalation | Customer service tools |  Customer support, self-service resources |\n| **Suitable for Medium Businesses?** | Yes | Yes | Yes |\n| **Free Trial/Version?** | No | Yes | Yes (limited users) |\n\n\n**To help me narrow down the best option for you:**\n\n* **Do you prioritize ease of use or a wider range of advanced features?**\n* **Are integrations with other software important (e.g., email marketing, accounting)?**  If so, which ones?\n* **How important is mobile access to the CRM?**\n\n**feedback**: The Comparison needs to be More Specific to the User\u2019s Goals: Since the user mentioned both sales and customer support, the response could highlight which CRM is stronger in each area. For example:\u201cSuperOffice CRM is well-suited for sales guides and quote management, but if automated ticketing is a priority for customer support, it\u2019s a strong option.\u201dThis type of insight can help the user quickly identify which tool aligns with each area of focus. Explain Why Each CRM Might Suit a Medium Business: Instead of simply noting \u201cSuitable for Medium Businesses? Yes,\u201d adding a sentence about each CRM\u0027s scalability or user limit for medium-sized businesses could be beneficial. For example, \u201cClaritysoft\u2019s CRM, with its sales automation and pipeline tools, is easily scalable, which can be valuable as your team grows.\n**user**: Advance features is priority, and integration with accounting is important and marketing too\n**assistant**: Here\u0027s a revised comparison based on your preference for advanced features and integrations with accounting and marketing software:\n\n| Feature | SuperOffice CRM | Claritysoft CRM | Spotler CRM |\n|---|---|---|---|\n| **Pricing** | \u20ac45/month/feature | Starts at $39/user/month | Starts at $17/user/month |\n| **Advanced Features** | Customizable, API access, robust reporting and analytics | Customizable, workflow automation, sales and marketing automation | Marketing automation, lead capture, website integration |\n| **Accounting Integration** | Integrates with e-conomic, Dynamics 365 Business Central, and others via API | Integrates with QuickBooks |  Limited accounting integrations |\n| **Marketing Integration** | Built-in marketing tools (forms, email campaigns, target lists) | Marketing automation features | Email marketing, lead capture, campaign management |\n\n\n* **Which accounting software do you currently use?**  (This will help determine compatibility with the CRM)\n* **What is your marketing focus?** (e.g., email marketing, social media marketing, lead generation)\n* **What is your budget range for a CRM?**  Knowing your budget will help me suggest the most suitable plan.\n\n**feedback**: Reconfirm Focus on Advanced Features and Key Integrations: Starting with a quick acknowledgment of the user\u0027s priorities (advanced features, accounting, and marketing integrations) would make it clear that the response is based on their specific needs.\u00a0\u00a0Reorganizing to ask the follow-up questions upfront would help clarify the user\u0027s exact requirements before presenting a comparison. This approach allows to gather essential details before recommending specific options.\u00a0\u00a0For Example : Thank you for clarifying! Since advanced features and seamless accounting and marketing integrations are your priorities, here\u2019s a comparison of three CRM options that could fit your needs. To refine the recommendations, I\u2019d love a bit more information:\"\"Which accounting software are you currently using? This will help ensure compatibility.\"\"What\u2019s your primary marketing focus (like email campaigns, lead generation, social media) so I can suggest CRMs with the best tools for your goals?\n**user**: budget is $50 per user, I cant provide the name of softwate for accounting as of now for marketing we use hubspot and the focus is on email marketing, social media marketing and lead generation.\n**assistant**: Here\u0027s a comparison of CRM systems suitable for your needs, considering your budget of $50/user, HubSpot integration for marketing (email, social media, lead generation), and unspecified accounting software:\n\n| Feature | HubSpot CRM | Zoho CRM | Pipedrive |\n|---|---|---|---|\n| **Pricing** | Starts free; paid plans from $450/month | Starts free; paid plans from $14/user/month | Starts at $14.90/user/month |\n| **HubSpot Marketing Integration** | Native integration (seamless data flow) | Integration available via third-party apps | Integration available via third-party apps |\n| **Accounting Integration** | Integrates with various accounting software (specify yours for confirmation) | Integrates with various accounting software (specify yours for confirmation) | Integrates with various accounting software (specify yours for confirmation) |\n| **Email Marketing** | Robust email marketing features within HubSpot | Email marketing features available | Integrates with email marketing tools |\n| **Social Media Marketing** | Social media management tools within HubSpot | Social media management features available | Integrates with social media management tools |\n| **Lead Generation** | Strong lead generation tools within HubSpot | Lead generation features available | Lead generation features available |\n\n\n* **Could you please specify the accounting software you use?** This will help confirm compatibility and ensure seamless integration.\n* **What size is your team?**  This will help determine the best plan and pricing tier.\n* **Which features are most important to your sales team?** (e.g., sales automation, pipeline management, reporting)\n\n**feedback**: When Meera joined the chat -  she could have opened with a custom response thanking the customer instead of a very generic response. Also in my previous response, I had mentioned I could not provide the name of the accounting software so instead of asking for the accounting tools details again in a very generic way again it could be placed differently, the text should not be repetitive. Examples listed below : \"Thank you for providing the details! Based on your focus on marketing (with HubSpot, email, social media, and lead generation), and your budget of $50/user, here\u2019s a tailored comparison of three CRM systems that fit your needs. Before diving in, I have a couple of quick questions to ensure the best fit:\"  \"While I understand you can\u2019t specify your accounting software just yet, are there any general accounting tools your team uses that you\u0027d like the CRM to integrate with?\"\n**user**: Fine, I use tipalti , team size is 500 and for sales automation, pipeline, approval,reporting and more is important\n**assistant**: Here\u0027s a comparison of CRM systems tailored to your needs, considering your use of Tipalti, a team size of 500, and a focus on sales automation, pipeline management, approvals, and reporting:\n\n| Feature          | Salesforce Sales Cloud | Microsoft Dynamics 365 Sales | HubSpot Sales Hub |\n|-------------------|-----------------------|-----------------------------|-------------------|\n| Pricing           | Starts at $25/user/month | Starts at $65/user/month    | Starts at $450/month |\n| Tipalti Integration | Available via API or third-party apps | Available via API or third-party apps | Available via API or third-party apps |\n| Sales Automation   | Extensive automation capabilities | Robust automation features | Advanced automation features |\n| Pipeline Management | Customizable pipelines and stages | Visual pipeline management | Customizable pipelines and stages |\n| Approvals         | Customizable approval workflows | Configurable approval processes | Approval automation features |\n| Reporting         | Advanced reporting and analytics | Customizable reports and dashboards | In-depth reporting and analytics |\n| Scalability      | Highly scalable for large teams | Scalable for enterprise use | Scalable for growing businesses |\n\n\n* **Do you have a preferred deployment method (cloud, on-premise, or hybrid)?**\n* **What is your budget range per user/month?**  While I\u0027ve listed starting prices, actual costs can vary based on features and user count.\n* **Are there any specific integrations beyond Tipalti that are essential?**  (e.g., marketing automation platforms, specific accounting software)\n\n**feedback**: Probing questions (like the deployment method) might be too technical at this stage. These could be more about aligning with their current system or operational preferences. The budget question not have come up again as I had already listed $50 per user in my previous response.\u00a0\u00a0\n**user**: OKAY, that is all for now\n**assistant**: Great, Trisha! If you have any more questions or need further assistance in the future, feel free to reach out. You can also connect with me on LinkedIn, Twitter, or WhatsApp for more insights and exclusive deals on sales tools. Have a fantastic day! \ud83d\ude0a\n**feedback**: Closing response tone could be warmer. "
    },
    "id": "d11f3751-91db-45de-b78f-9ae9b47eec90",
    "metadata": {
        "conv_id": "e0ccd07e-f72f-4bef-9785-d442c0ef5497",
        "turn": 18
    },
    "responses": {
        "accuracy_score": [
            {
                "user_id": "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5",
                "value": 8
            }
        ],
        "actionable_score": [
            {
                "user_id": "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5",
                "value": 9
            }
        ],
        "clarity_score": [
            {
                "user_id": "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5",
                "value": 8
            }
        ],
        "completeness_score": [
            {
                "user_id": "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5",
                "value": 9
            }
        ],
        "engagement_score": [
            {
                "user_id": "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5",
                "value": 9
            }
        ],
        "feedback": [
            {
                "user_id": "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5",
                "value": "The response would be more effective if it started with targeted probing questions to understand the user\u0027s specific needs (e.g., prioritizing sales automation, customer support features, accounting, or marketing integrations). This would allow for a more tailored CRM recommendation rather than a generic list. For example, asking upfront, \"What features are most important to you?\" or \"What accounting software are you using?\" would clarify their requirements before presenting CRM options.\r\n\r\n The CRM comparison should specifically address the user\u2019s goals, particularly their focus on advanced features and integrations. For example, instead of a general overview, the comparison should indicate which CRM excels in specific areas like sales automation, marketing integration, and accounting compatibility. A response like, \"SuperOffice CRM is ideal for sales, but if you need strong accounting integration, Claritysoft may be a better choice,\" would provide more targeted insights.\n\r\n\nWhen the user mentions their focus on advanced features, accounting, and marketing integrations, the response should immediately reflect these priorities. It would be helpful to acknowledge the user\u0027s needs upfront and ask specific follow-up questions (e.g., \"What\u2019s your primary marketing focus?\" or \"Which accounting tools does your team use?\"). This would ensure the CRM recommendations are more relevant.\r\n\r\nWhen Meera joined the chat, her initial response could have been more personalized instead of generic. The user had already mentioned they couldn\u2019t specify the accounting software, so instead of repeating the same question in a generic manner, it would have been better to acknowledge that detail and rephrase the question more thoughtfully, such as: \"I understand you can\u2019t provide the accounting software name just yet. Are there any general tools you\u2019re using that you\u0027d like integrated?\"\n\n\rThe budget question not have come up again as I had already listed $50 per user in my previous response.\n\r\nThe closing response could benefit from a warmer, more engaging tone. Instead of a technical or transactional tone, offering a more conversational and customer-focused close would improve the overall experience.\r\n\r\n"
            }
        ],
        "relevance_score": [
            {
                "user_id": "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5",
                "value": 9
            }
        ]
    },
    "status": "completed",
    "suggestions": {},
    "vectors": {}
}
```

While the same record in HuggingFace `datasets` looks as follows:

```json
{
    "_server_id": "f67ecdc3-fb51-49ce-ad2b-096341e15316",
    "accuracy_score.responses": [
        8
    ],
    "accuracy_score.responses.status": [
        "submitted"
    ],
    "accuracy_score.responses.users": [
        "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5"
    ],
    "actionable_score.responses": [
        9
    ],
    "actionable_score.responses.status": [
        "submitted"
    ],
    "actionable_score.responses.users": [
        "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5"
    ],
    "clarity_score.responses": [
        8
    ],
    "clarity_score.responses.status": [
        "submitted"
    ],
    "clarity_score.responses.users": [
        "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5"
    ],
    "completeness_score.responses": [
        9
    ],
    "completeness_score.responses.status": [
        "submitted"
    ],
    "completeness_score.responses.users": [
        "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5"
    ],
    "conv_id": "e0ccd07e-f72f-4bef-9785-d442c0ef5497",
    "engagement_score.responses": [
        9
    ],
    "engagement_score.responses.status": [
        "submitted"
    ],
    "engagement_score.responses.users": [
        "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5"
    ],
    "feedback.responses": [
        "The response would be more effective if it started with targeted probing questions to understand the user\u0027s specific needs (e.g., prioritizing sales automation, customer support features, accounting, or marketing integrations). This would allow for a more tailored CRM recommendation rather than a generic list. For example, asking upfront, \"What features are most important to you?\" or \"What accounting software are you using?\" would clarify their requirements before presenting CRM options.\r\n\r\n The CRM comparison should specifically address the user\u2019s goals, particularly their focus on advanced features and integrations. For example, instead of a general overview, the comparison should indicate which CRM excels in specific areas like sales automation, marketing integration, and accounting compatibility. A response like, \"SuperOffice CRM is ideal for sales, but if you need strong accounting integration, Claritysoft may be a better choice,\" would provide more targeted insights.\n\r\n\nWhen the user mentions their focus on advanced features, accounting, and marketing integrations, the response should immediately reflect these priorities. It would be helpful to acknowledge the user\u0027s needs upfront and ask specific follow-up questions (e.g., \"What\u2019s your primary marketing focus?\" or \"Which accounting tools does your team use?\"). This would ensure the CRM recommendations are more relevant.\r\n\r\nWhen Meera joined the chat, her initial response could have been more personalized instead of generic. The user had already mentioned they couldn\u2019t specify the accounting software, so instead of repeating the same question in a generic manner, it would have been better to acknowledge that detail and rephrase the question more thoughtfully, such as: \"I understand you can\u2019t provide the accounting software name just yet. Are there any general tools you\u2019re using that you\u0027d like integrated?\"\n\n\rThe budget question not have come up again as I had already listed $50 per user in my previous response.\n\r\nThe closing response could benefit from a warmer, more engaging tone. Instead of a technical or transactional tone, offering a more conversational and customer-focused close would improve the overall experience.\r\n\r\n"
    ],
    "feedback.responses.status": [
        "submitted"
    ],
    "feedback.responses.users": [
        "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5"
    ],
    "id": "d11f3751-91db-45de-b78f-9ae9b47eec90",
    "instruction": "**user**: I am looking for a CRM tool, give a comparison of the best CRM system in the industry\n**assistant**: Here\u0027s a comparison of some top CRM systems:\n\n| Feature | SuperOffice CRM | Claritysoft CRM | Spotler CRM |\n|---|---|---|---|\n| **Pricing** | \u20ac45/month/feature | $49/month/user | $17/month/user |\n| **Description** |  AI-powered CRM for enterprises, mid-sized businesses, nonprofits, public administrations, and small businesses. Features include reporting/analytics, third-party integrations, and contact management. | CRM designed for growing teams. Offers customizable sales, marketing, and service tools and integrations. | Easy-to-use cloud CRM for growing teams. Customizable sales CRM with options for marketing and service tools. |\n| **Ratings (out of 5)** | 4.19 (130 users) | 4.55 (172 users) | 4.45 (462 users) |\n| **Free Trial/Free Version?** | No | Yes | Yes |\n\n\n* **What specific features are most important to you in a CRM?**  (e.g., sales automation, marketing automation, customer support)\n* **What is the size of your business?** (e.g., small, medium, large enterprise)\n* **What is your budget for a CRM?**\n\n\nI can offer more tailored recommendations once I have a better understanding of your needs.\n\n**feedback**: Without asking probing questions first and providing the suggestions for CRM were very generic. If the AI had clarified my needs first (like asking if I wanted to prioritize sales automation or customer support features), it could have focused on CRMs that excel in those areas, giving a more targeted comparison rather than a general overview.  It would have been more effective if the AI also began by asking questions to understand my specific needs before listing CRM options. For instance, probing questions like \"What features are most important to you?\" and \"What\u2019s your budget range?\"\n**user**: CRM is for sales and customer support, medium business size, and there is no budget yet\n**assistant**: Here\u0027s a revised comparison based on your needs for sales and customer support for a medium-sized business:\n\n| Feature | SuperOffice CRM | Claritysoft CRM | Spotler CRM |\n|---|---|---|---|\n| **Pricing** | \u20ac45/month/feature | Starts at $39/user/month | Starts at $17/user/month |\n| **Sales Features** | Sales guides, quote management, dashboards, reports | Sales automation, pipeline management | Contact management, sales process automation, team collaboration tools |\n| **Customer Support** | Ticket management, automated routing and escalation | Customer service tools |  Customer support, self-service resources |\n| **Suitable for Medium Businesses?** | Yes | Yes | Yes |\n| **Free Trial/Version?** | No | Yes | Yes (limited users) |\n\n\n**To help me narrow down the best option for you:**\n\n* **Do you prioritize ease of use or a wider range of advanced features?**\n* **Are integrations with other software important (e.g., email marketing, accounting)?**  If so, which ones?\n* **How important is mobile access to the CRM?**\n\n**feedback**: The Comparison needs to be More Specific to the User\u2019s Goals: Since the user mentioned both sales and customer support, the response could highlight which CRM is stronger in each area. For example:\u201cSuperOffice CRM is well-suited for sales guides and quote management, but if automated ticketing is a priority for customer support, it\u2019s a strong option.\u201dThis type of insight can help the user quickly identify which tool aligns with each area of focus. Explain Why Each CRM Might Suit a Medium Business: Instead of simply noting \u201cSuitable for Medium Businesses? Yes,\u201d adding a sentence about each CRM\u0027s scalability or user limit for medium-sized businesses could be beneficial. For example, \u201cClaritysoft\u2019s CRM, with its sales automation and pipeline tools, is easily scalable, which can be valuable as your team grows.\n**user**: Advance features is priority, and integration with accounting is important and marketing too\n**assistant**: Here\u0027s a revised comparison based on your preference for advanced features and integrations with accounting and marketing software:\n\n| Feature | SuperOffice CRM | Claritysoft CRM | Spotler CRM |\n|---|---|---|---|\n| **Pricing** | \u20ac45/month/feature | Starts at $39/user/month | Starts at $17/user/month |\n| **Advanced Features** | Customizable, API access, robust reporting and analytics | Customizable, workflow automation, sales and marketing automation | Marketing automation, lead capture, website integration |\n| **Accounting Integration** | Integrates with e-conomic, Dynamics 365 Business Central, and others via API | Integrates with QuickBooks |  Limited accounting integrations |\n| **Marketing Integration** | Built-in marketing tools (forms, email campaigns, target lists) | Marketing automation features | Email marketing, lead capture, campaign management |\n\n\n* **Which accounting software do you currently use?**  (This will help determine compatibility with the CRM)\n* **What is your marketing focus?** (e.g., email marketing, social media marketing, lead generation)\n* **What is your budget range for a CRM?**  Knowing your budget will help me suggest the most suitable plan.\n\n**feedback**: Reconfirm Focus on Advanced Features and Key Integrations: Starting with a quick acknowledgment of the user\u0027s priorities (advanced features, accounting, and marketing integrations) would make it clear that the response is based on their specific needs.\u00a0\u00a0Reorganizing to ask the follow-up questions upfront would help clarify the user\u0027s exact requirements before presenting a comparison. This approach allows to gather essential details before recommending specific options.\u00a0\u00a0For Example : Thank you for clarifying! Since advanced features and seamless accounting and marketing integrations are your priorities, here\u2019s a comparison of three CRM options that could fit your needs. To refine the recommendations, I\u2019d love a bit more information:\"\"Which accounting software are you currently using? This will help ensure compatibility.\"\"What\u2019s your primary marketing focus (like email campaigns, lead generation, social media) so I can suggest CRMs with the best tools for your goals?\n**user**: budget is $50 per user, I cant provide the name of softwate for accounting as of now for marketing we use hubspot and the focus is on email marketing, social media marketing and lead generation.\n**assistant**: Here\u0027s a comparison of CRM systems suitable for your needs, considering your budget of $50/user, HubSpot integration for marketing (email, social media, lead generation), and unspecified accounting software:\n\n| Feature | HubSpot CRM | Zoho CRM | Pipedrive |\n|---|---|---|---|\n| **Pricing** | Starts free; paid plans from $450/month | Starts free; paid plans from $14/user/month | Starts at $14.90/user/month |\n| **HubSpot Marketing Integration** | Native integration (seamless data flow) | Integration available via third-party apps | Integration available via third-party apps |\n| **Accounting Integration** | Integrates with various accounting software (specify yours for confirmation) | Integrates with various accounting software (specify yours for confirmation) | Integrates with various accounting software (specify yours for confirmation) |\n| **Email Marketing** | Robust email marketing features within HubSpot | Email marketing features available | Integrates with email marketing tools |\n| **Social Media Marketing** | Social media management tools within HubSpot | Social media management features available | Integrates with social media management tools |\n| **Lead Generation** | Strong lead generation tools within HubSpot | Lead generation features available | Lead generation features available |\n\n\n* **Could you please specify the accounting software you use?** This will help confirm compatibility and ensure seamless integration.\n* **What size is your team?**  This will help determine the best plan and pricing tier.\n* **Which features are most important to your sales team?** (e.g., sales automation, pipeline management, reporting)\n\n**feedback**: When Meera joined the chat -  she could have opened with a custom response thanking the customer instead of a very generic response. Also in my previous response, I had mentioned I could not provide the name of the accounting software so instead of asking for the accounting tools details again in a very generic way again it could be placed differently, the text should not be repetitive. Examples listed below : \"Thank you for providing the details! Based on your focus on marketing (with HubSpot, email, social media, and lead generation), and your budget of $50/user, here\u2019s a tailored comparison of three CRM systems that fit your needs. Before diving in, I have a couple of quick questions to ensure the best fit:\"  \"While I understand you can\u2019t specify your accounting software just yet, are there any general accounting tools your team uses that you\u0027d like the CRM to integrate with?\"\n**user**: Fine, I use tipalti , team size is 500 and for sales automation, pipeline, approval,reporting and more is important\n**assistant**: Here\u0027s a comparison of CRM systems tailored to your needs, considering your use of Tipalti, a team size of 500, and a focus on sales automation, pipeline management, approvals, and reporting:\n\n| Feature          | Salesforce Sales Cloud | Microsoft Dynamics 365 Sales | HubSpot Sales Hub |\n|-------------------|-----------------------|-----------------------------|-------------------|\n| Pricing           | Starts at $25/user/month | Starts at $65/user/month    | Starts at $450/month |\n| Tipalti Integration | Available via API or third-party apps | Available via API or third-party apps | Available via API or third-party apps |\n| Sales Automation   | Extensive automation capabilities | Robust automation features | Advanced automation features |\n| Pipeline Management | Customizable pipelines and stages | Visual pipeline management | Customizable pipelines and stages |\n| Approvals         | Customizable approval workflows | Configurable approval processes | Approval automation features |\n| Reporting         | Advanced reporting and analytics | Customizable reports and dashboards | In-depth reporting and analytics |\n| Scalability      | Highly scalable for large teams | Scalable for enterprise use | Scalable for growing businesses |\n\n\n* **Do you have a preferred deployment method (cloud, on-premise, or hybrid)?**\n* **What is your budget range per user/month?**  While I\u0027ve listed starting prices, actual costs can vary based on features and user count.\n* **Are there any specific integrations beyond Tipalti that are essential?**  (e.g., marketing automation platforms, specific accounting software)\n\n**feedback**: Probing questions (like the deployment method) might be too technical at this stage. These could be more about aligning with their current system or operational preferences. The budget question not have come up again as I had already listed $50 per user in my previous response.\u00a0\u00a0\n**user**: OKAY, that is all for now\n**assistant**: Great, Trisha! If you have any more questions or need further assistance in the future, feel free to reach out. You can also connect with me on LinkedIn, Twitter, or WhatsApp for more insights and exclusive deals on sales tools. Have a fantastic day! \ud83d\ude0a\n**feedback**: Closing response tone could be warmer. ",
    "relevance_score.responses": [
        9
    ],
    "relevance_score.responses.status": [
        "submitted"
    ],
    "relevance_score.responses.users": [
        "6846a7e3-3d67-44fe-8d5f-0fd423b9f7d5"
    ],
    "status": "completed",
    "turn": 18
}
```


### Data Splits

The dataset contains a single split, which is `train`.

## Dataset Creation

### Curation Rationale

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### Source Data

#### Initial Data Collection and Normalization

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#### Who are the source language producers?

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### Annotations

#### Annotation guidelines

Review the user interactions with the chatbot.

#### Annotation process

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#### Who are the annotators?

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### Personal and Sensitive Information

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## Considerations for Using the Data

### Social Impact of Dataset

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### Discussion of Biases

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### Other Known Limitations

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## Additional Information

### Dataset Curators

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### Licensing Information

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### Contributions

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