Build Your AI Chatbot: Setting Up An Assistant

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.