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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
Setup
The initial setup page lets you name the Chatbot and select the Model it should use when replying.
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Knowledge Base
On this page you can upload one or more documents that your Chatbot will use as its main source of relevant knowledge when replying to users.
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Instructions
The Instructions and Context allow you to detail how the Chatbot should behave and what expectations its responses are required to meet.
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Customization
The final page allows you to tailor the chatbot’s appearance to your preferences.
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Publishing Chatbots
Chatbots can have three different publication states:
Draft: The chatbot is only available to users with administrative access
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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A newly created Chatbot is in Draft state and requires action to be available to anyone but administrators.
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After clicking the Publish button you can choose the publication options:
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Chatbot properties
Each Chatbot on the list has a menu button that expands the following options:
Access settings: Allows you to change the Chatbot’s publishing settings or unpublish it back to Draft state.
Edit: Change the chatbot’s configuration.
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Editing a Chatbot automatically unpublishes it by setting publication state back to Draft. |
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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Deleting a Chatbot is irreversible. |
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Chatbot integrations
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
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