Agent - Multi Chatbots

The Multi Chatbots feature of the Agent 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. Multi Chatbots can be designed to perform specific tasks for multiple Chatbots in one place.

Key Points

Licensing: In Index 7, Multi Chatbots are available if you have a Agent license (please note that this was not always the case in previous versions)
Customized knowledge base: Multi Chatbots can be provided with connected Chatbots which should have routing instruction.
Collaboration: Multi Chatbots can be shared across your Organization.
Access control: While all your users can use existing Multi Chatbots, they need to be granted elevated access privileges before they can alter them or create new ones.
External integrations: Multi Chatbots support embedding in external websites to serve your users or customers there directly. The necessary technical documentation is available at Agent - Chatbots & Multi-chatbots Integration

Creating New Multi Chatbots

To create a new Multi Chatbot, first navigate to the Chatbots section. Then, switch to the Multi Chatbots tab and click on the New Multi Chatbot button. This action will open a setup wizard that guides you through the Multi Chatbot's configuration process.

Setup

On the initial setup page, you will be able to name the Multi Chatbot and select the access settings, as well as toggle the display of documents used to generate Chatbot responses.

Note: Even if you select Public access, this Multi Chatbot will remain in Draft state until you complete all required fields in each step and establish at least one connection.

Connections

On this page, you can add up to 10 connections to regular Chatbots, which will serve as the knowledge base for the Multi Chatbot. Each connection must include routing instructions to determine which connected Chatbot should be used to respond to user prompts.

If you click the Connect chatbot + button, a layout will appear displaying a list of available Chatbots you can select. Only Public and Internal Chatbots are available for connection.

If you decide to connect a Chatbot, you will need to add a routing instruction. This instruction will be used to determine whether the specific Chatbot should be utilized to respond to a user prompt.

List of Connected Chatbots:

Branding

The final page lets you customize the appearance of the Multi Chatbot according to your preferences.

Multi Chatbot Information

If you click the Info (ⓘ)button next to one of the entries on the Multi Chatbot list, you will be redirected to a detailed view about that specific Multi Chatbot.

At the top of this view, you can obtain the code snippet as well as delete the Multi Chatbot, edit it, or change its access settings.

In this view, you can also review the current settings for the selected Multi Chatbot, including branding, connections, and other details.

Multi Chatbot properties

Each Multi Chatbot on the list has a Menu button (⋮). Clicking the button expands a menu with the following options:

Access settings: Allows you to change the Multi Chatbot’s publishing settings or unpublish it back to Draft state.
Edit: Change the Multi Chatbot’s configuration.
Copy URL: Copy a direct link to the Multi Chatbot
Code Snippet: Generates a JavaScript code snippet used for external integration - see https://ayfie-dev.atlassian.net/wiki/x/AoB_8Q
Delete: Removes the Multi Chatbot.

Publishing Multi Chatbots

Multi Chatbots can have three different publication states:

Draft: The Chatbot is only available to users with elevated access through admin or chatbot_manager role (see https://ayfie-dev.atlassian.net/wiki/spaces/SAGA/pages/4062249003 )
Internal: Only available for users within one Organization. Access can be restricted to specific selected users or shared to the 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.

For a single Chatbot, a newly created or edited Chatbot is by default in Draft state and not available to anyone other than administrators until the access is changed manually. For Multi Chatbots, the access settings are part of the wizard, allowing you to immediately set the Multi Chatbot as Public or Internal .

If the wizard is not completed, the state of the Multi Chatbot remains in Draft, but access setting can be set and its value will take effect once all steps are finalized.