Creating Your AI Chat Agent

To create a chatbot agent, you'll need to set up three building blocks: a Knowledge Base, an Assistant (the brain of your chatbot), and a Widget (the user interface).

Step 1: Preparing Your Knowledge Base

Your Knowledge Base powers your chatbot agent, providing the information it needs to answer user queries. Here's how to create a single Data Source:

1. Log in and click on AI Agents.
2. Click on Add Data Source.
3. Select a Data Source Type from the dropdown menu (PDF, HTTP, Images, or Text).
4. Provide a name and description for your reference.
5. Upload your data (e.g., PDF files, website URL, or text blob).
6. Click Submit to create the Data Source and start extraction and indexing.

Data Source Status:

• Empty: The Data Source is empty.
• Indexing: The data is being extracted and indexed.
• Ready to use: The Data Source is ready to feed an Assistant.

Step 2: Setting Up the Assistant

Your Assistant is the main controller of your chatbot agent. Here's how to create one:

1. Navigate to Assistants (ensure you've selected AI Agents from the sidebar).
2. Click on Add an Assistant.
3. Set up your Assistant:
   • Name: Give your Assistant a name.
   • Description: Describe what the Assistant will do (for your reference only).
   • LLM Model: Choose an LLM model (OpenAI GPT 3.5 or GPT 4).
   • Prompt: Provide basic instructions for your Assistant (e.g., personality, language, and quality of answers).
   • Enable Voice: Select up to 4 languages for voice interaction.
   • Show Images: Choose to display images extracted from the Knowledge Base.
4. Click Submit to create the Assistant.

Linking Data Sources to Your Assistant:

1. Click on the database icon next to your Assistant.
2. Select the Data Sources you want to form the knowledge base for your Assistant.

Step 3: Setting Up a Widget

Your Widget is the interface for your chatbot agent. Here's how to create one:

1. Navigate to Widgets (ensure you've selected AI Agents from the sidebar).
2. Click on Add a Widget.
3. Set up your Widget:
   • Name: Give your Widget a name.
   • Description: Describe what the Assistant will do (for your reference only).
   • Select Assistant: Choose the Assistant you created earlier.
   • Widget Type: Select one of Chat, HTML, or WhatsApp.
4. Click Submit to create the Widget.

Widget Options:

• Get Code: Copy and paste the code into your website to deploy the chatbot.
• Customize Widget: Customize the design to match your website's look and feel.
• Visit Demo: Open the chatbot in a new tab to test it.

Your chatbot agent is now ready to use and deploy on your website.

Interactive Walkthrough