Build Your AI Chatbot: Preparing a Knowledge Base

Modified on Thu, 16 Jan at 10:37 PM

Building Your AI Chatbot Agent

Preparing your knowledge base

Every AI chatbot agent is powered by your knowledge base to serve a user's query. It can contain multiple Data Sources to feed information to the Assistant (please note: currently, AI Phone Agents don't use the knowledge base to feed themselves so there's no need to create one).

Here are the steps to create a single Data Source.

a. After logging in, click on the AI Agents.

b. Click on Add Data Source.

c. Open the Data Source Type dropdown, and select one of the options. Provide a name and description for your reference. We support 4 formats i.e. PDF, HTTP (website crawl), images (under development), and text blob.

PDF: You can upload a single or multiple PDF files at once.
HTTP: Provide your website URL to start a crawl, and the max number of pages to be crawled (default: 100)
Text: Paste the blob text from any source to add it to your Data Source.

d. Once you click the Submit button, it will create the Data Source and start its extraction & indexing. For this guide, we picked the HTTP option.

e. You can see the added Data Source in the table. The status reflects the current state and will signal once it is ready to use:

Empty: The highlighted icon in the screenshot below shows that it's an empty Data Source.
Indexing: Once the data is extracted or crawled, it will start the indexing. You'll see the status to be updated:
Ready to use: Once it is ready and ready to use, it will be reflected as:
You can note that it was able to crawl 9 pages as shown under the Data Source Files column and a total word count of 6,419.

Now your Data Source is ready to use and feed an Assistant aka the brain of your AI Chabot Agent.

Follow this guide to set up your AI Assistant.