Quickstart
This quickstart is designed to help you create your first AI Assistant. Through this quickstart, you will learn:
- How to teach your Assistant domain-specific knowledge;
- How to modify the settings;
- Good testing practices and integrations.
You can begin using your customised AI Assistant as soon as you "teach" it the relevant knowledge.
Add knowledge
It's time to give your AI Assistant some knowledge so it can actually assist our customers.
The Knowledge Base is responsible for just that. It's where we can upload, edit, and validate text to supplement our AI's understanding of a company, products, or project. To build and format your knowledge base, you can:
- Upload PDF/CSV/TST/Markdown files;
- Import website contents by providing URLs;
Test drive
We have created an AI Assistant answering questions and advising about the products on your website. We taught it a bit about the newest products and gave it clear instructions on what to do. Let's take it for a test drive before we proceed further.
Remember to always retrain your AI Assistant after adding new knowledge.
Adjusting the settings
If you want the Assistant to speak Spanish for example, and we can easily adjust it in the Settings tab.
Additionally, we can specify Custom Translation behaviors we want AI Assistant to adhere to.
Large language models are usually good at differentiating names and nouns, which means Custom Translations are not necessary in most cases and should be treated on a case-by-case basis rather than preventatively.
Conversation style
For the sake of this simple quickstart, we will skip changing the reply length. We discuss these and provide multiple examples in the Deep dive section.
Human Handoff
Our AI assistant is a very knowledgeable assistant, but sometimes a customer just needs to speak to a human agent. Below we demonstrate a basic Human Handoff setup, where we enable AI Summaries and specify e-mail where notifications about requests to speak to a human agent will be sent. These AI Summaries will give the human agent an overview of the exchange between our AI Assitant and the user, removing the need to go through the entire conversation.
Ready, set, use! — Testing and integrating
To let users beta-test it via an embedded chat pop-up on their website, we navigate to the Integrations tab in the left panel and select "Embed on your website"
To embed on the website, you will need to access the source code of your page. Follow the instructions given, or reach out to your developer responsible for website development for further assistance.
For more advanced integrations please refer to the Integrations section.