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How to setup AI Chatbot

How to setup AI Chatbot

Learn how to setup AI Chatbot in ChatDaddy

Last updated on January 3, 2024

What is an AI ChatBot?

The AI ChatBot allows you to train a GPT-powered chatbot using company-specific data, such as websites, PDFs, or documents. Once trained, the chatbot can respond automatically to incoming queries or assist teammates by suggesting replies.

How to Set Up an AI ChatBot?

Follow these steps to configure and activate your AI ChatBot:

1. Access the AI ChatBot Setup

  1. Hover over the “AI” section in the left-hand sidebar.
  1. Click on “AI ChatBot” and then click on “+ Create”.

2. Add Training Data

You can upload the data that will form the knowledge base of your AI ChatBot in two ways:

  • Option 1: Upload Files
    • Upload PDF, DOC, or DOCX documents that contain data in “Question and Answer” format.
  • Option 2: Fetch from Website
    • Add your website’s URL and click on “Fetch Links”.
    • The bot will crawl your website and extract all embedded links to form its knowledge base.
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Note: Depending on the volume of data, the bot may take several minutes to fetch all the information.

3. Train the ChatBot

  • Once the data extraction is complete, the “Train Chatbot” button will be enabled.
  • Click on “Train Chatbot” to initiate the training process.

4. Configure ChatBot Settings

  • ChatBot Name: Set a nickname for your chatbot.
  • Prompt: Provide specific instructions for how the chatbot should behave (e.g., tone, style).
  • Fallback Message: Define the message the chatbot will send when it cannot answer a query.
  • Use as AI Assistant: Enable this option to let the chatbot suggest responses while teammates reply to messages in the Inbox.
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Note: You can only use one chatbot as the AI Assistant at a time.

5. Link the ChatBot to a Channel

  • Enable Auto Reply:
    • Turn this ON to allow the chatbot to automatically respond to incoming queries.
    • Leave it OFF if you only want the chatbot to suggest replies instead of replying automatically.
  • Include Sources in Chatbot Response:
    • Enable this option to include the sources or links used at the bottom of each chatbot response.
  • Select Channel:
    • Choose a channel where the chatbot will respond to all incoming messages.
  • Select Teammate:
    • Assign a teammate to handle queries when the chatbot cannot respond.
      • Notion image

6. Save and Activate

  • Click “Save” to finalize the settings.
  • Your AI ChatBot is now ready to use! 🎉
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