Creating your AI Chatbot Agent: A Complete Guide

Yes, we're excited to get you going with creating your AI Chatbot Agent.

Remember, every AI chatbot agent has 3 building blocks:

1. Your Knowledge Base
2. Assistant aka the Brain of your AI chatbot agent
3. A Widget to put in front of your users

Here, we will take you through each step in detail so you can easily create and empower your AI chatbot agent with advanced functionalities. 

Creating Your AI Chatbot Agent

1. Preparing your knowledge base

2. Setting up the Assistant

An Assistant is the main controller of your AI Agent. It is responsible for comprehending the users' requests and fulfilling them based on the available resources at its disposal.

Here are the steps to create an Assistant. 

        a. Navigate to Assistants. Make sure you have selected AI Agents from the sidebar. 

         b. Click on Add an Assistant.

           c. Here you can set up the Assistant as needed. 

• Select the Assistant type as "Chat"
  

• Name: Give a name to your Assistant.
• Description: Describe what the Assistant would do. It is for your own reference only.
• LLM Model: Pick one of the LLMs that would generate the response. 

Here is a quick comparison of the models to help you get started:

• GPT-4-0125-Preview (20 credits): The most advanced model, offering top-tier accuracy and nuanced responses, ideal for complex queries.
• GPT 4o (10 credits): A slightly simplified version of GPT-4, balancing high performance with lower credit consumption.
• GPT-3.5-Turbo-0125 (1 credit): A fast and efficient model, providing solid responses for everyday tasks with minimal credit use.
• GPT 4o mini (1 credit): A lightweight version of GPT 4o, great for quick responses where accuracy is less critical.

• Prompt: It is one of the most important fields that provides your Assistant with the basic instructions that control its personality, and quality of answers. It can also set the language it is expected to return the responses.
  
  It can also be used to overwrite any answers and to set phrases for specific cases related to your business.
  
  For example: You may want to respond with a particular phrase when the Assistant doesn't find relevant information in its knowledge base. Also, To personalize, use your contact, dynamic, or your CRM variables within your prompt. Dynamic variables can just be enclosed within double curly braces. For rest, start by pressing "/"
  
• Enable Voice: Other than text, your users can interact with your AI Agents through voice. You can select up to 4 languages that you want the Assistant to recognize.
  For each selected language, you can then select a voice that it should use to speak back the response. You can also use your own voice to respond to your users by setting it up using the given link.
  
• Hide Data Sources: If you don't want to share the source link with the user along with the response.
• Show Images: If any images are extracted while building the knowledge base, they could be shown along with the response.
  

• Conversations
  Contact & Conversation Sync – Enjoy complete interaction history with all voice and chat conversations synced seamlessly to your CRM (Currently supported GHL).
  Conversation Summaries via Email - Our assistant can summarize conversations and send them directly to your email
  
• Click on Save and Exit to complete the assistant setup
  Note: Forms, tools, webhooks can be connected after you complete the basic setup by going into operations and click "Edit Assistant"

Now you can build the knowledge base by linking Data Sources to your newly created Assistant. Click on the Operations icon as shown in the image below and click on View Data Sources. 

         e. Select the Data Sources that you'd like to form the knowledge base for your Assistant.

      f. Now your Assistant is ready to use and deployed in the form of a Widget.

 3. Setting up a Widget

A widget is the interface through which users interact with your AI Agent on your website. Follow these steps to create and deploy a widget: 

        a. Navigate to Widgets. Make sure you have selected AI Agents from the sidebar. 

          b. Click on Add a Widget.

           c. Here you can set up the Widget as needed. 

• Name: Give a name to your Widget.

• Description: Describe what the Assistant would do. It is for your own reference only.

• Select Assistant: Pick one of the Assistants that would be used to act as the interface. 
  
  
  
• Widget Type: Choose from several types of widgets based on your needs. Each type offers different interaction methods:

• Chat widget: Chat bubbles can be embedded on any page of your website in the bottom right corner.
  

Note: If you select the Chat widget, you can also include a form that users will fill out before their initial interaction. You can create and select a GDPR consent form to request permission for storing personal information. If you prefer not to use a form, you can leave this field empty. 

• HTML widget: HTML variants are embeddable directly in an iframe or can be accessed directly through a URL.
  

WhatsApp widget: A WhatsApp widget is deployed for your customers to interact through their own WhatsApp numbers. A separate guide is provided to set its configuration. Click here for guide 

Facebook widget:  With this widget, users can interact with your AI Assistant directly through Facebook Messenger. Integration involves connecting your Facebook page to the platform. Click here for guide

Twilio SMS widget: Twilio enables communication through voice. This widget allows you to use your AI Assistant for customer interactions via calls. Click here for guide

Go High Level (GHL) widget: For GHL users, this widget integrates your AI Agent with Go High Level, automating customer interactions across multiple channels, including chat and SMS. Click here for guide

Instagram widget: This widget allows your AI Assistant to engage with users via Instagram Direct Messages, enabling seamless interaction through Instagram's messaging platform. Click here for guide

           d. Once you click the Submit button, the Widget will be created.

           e. You can click on the Operations button to customize the created widget. 

Also, it gives you the option to get the code, and QR, customize the design, or open the Widget that you just created in a new tab.

• Get Code: This option gives you the code for your widget for both Chat bubble type and iframe by selecting from the dropdown menu. 
  
  Once you copy and paste the code into the respective section of your website, your AI Agent will be live. You can also generate a QR Code and use it anywhere including physical places such as at a clinic, restaurant, event and so many other places.
• Customize Widget: Our AI chatbot agents can be fully customized to suit the look and feel of where you intend to deploy them. Refer to this manual for more details.

• Visit Demo: Click on the Visit button to open the AI chatbot widget in a new tab. You can also use the same URL anywhere to make it accessible to your users.

Now your Widget is ready to use and deployed in the forms explained above. You can also try it out from the Playground section of your dashboard.