The Chatbots feature of the Ayfie Personal Assistant is a versatile tool for enhancing user interaction and automating routine tasks. This feature empowers users to tailor the AI's functionality to meet specific needs, whether for customer service, information retrieval, or internal support. Chatbots can be designed to perform specific tasks, such as answering FAQs or providing technical support.

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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

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Chatbots can have three different publication states:

• Draft: The chatbot is only available to users with administrative accesselevated access through admin or chatbot_manager role (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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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.

• 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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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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