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Premium licensing: While Instructions are available to all users, Chatbots are licensed as a premium add-on. For Personal Assistant integration in Locator, your license specifies the maximum number of chatbots that can be defined in your environment at the same time.
Use of documents instead of Contexts: Where Instructions can use relatively short Contexts to extend their knowledge base, Chatbots can be directly provided with documents (in all supported formats) for the same purpose.
Collaboration: Where Instructions are individual to the user who created them, Chatbots can be shared across your organization.
Access control: While all your users can use existing Chatbots, they need to be granted elevated access privileges before they can alter them or create new ones.
External integrations: Chatbots support embedding in external websites to serve your users or customers there directly. The necessary technical documentation is available at Integrating Chatbots in third-party applications
Creating New Chatbots
To create a new chatbot, navigate to the Chatbots section and click on the + New chatbot button. This will open a setup wizard that guides you through defining the chatbot's configuration
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Draft: The chatbot is only available to users with elevated access through
adminor Chatbotchatbot_managerrole (see Roles and Permissions )Internal: Only available for users within one organization. Access can be restricted to specific selected users or shared to organization as a whole.
Public: The chatbot is available to all users within your organization and can be used by anyone through a dedicated URL.
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Copy URL: Copy a direct link to the Chatbot
Code Snippet: Generates a JavaScript code snippet used for external integration - see Integrating Chatbots in third-party applications
Delete: Removes the Chatbot.
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While Chatbots can be used within Personal Assistant itself, they can also be integrated into third party platforms - websites, messaging apps, internal systems etc - providing seamless interaction points for users. A technical guide for IT staff regarding deployment of Chatbot integrations can be found at Integrating Chatbots in third-party applications