Documents

Getting Started

We’ll help you get started in the simplest and most effective way. Just follow the steps below and be patient.

Create your Assistant

First, open the Assistant Settings page and create a new Assistant

Provide the key information for the Assistant. This helps the Assistant understand its role. You don’t need to provide detailed information about your business here (the full details will be covered in the Knowledge Base). It’s best to keep it as concise as possible.

  • Model: Choose the model type for AI. The smarter the model, the more Credits it will consume. Please refer to the PRICING page for more information on how Tokens and Credits are calculated.

  • Language: Select the default language for the Assistant. By default, the Assistant will detect the user’s language and respond in that language. Brand name: Your brand name.

  • Introduction about assistant: A brief introduction to the Assistant’s features, which will help it better understand its role and increase the accuracy of its responses to users. Keep the information as concise and to the point as possible.

  • Assistant starting greeting: These are the initial greetings, such as “How can I assist you?”. You can enter multiple phrases, and they will appear randomly, each separated by a line break. You can toggle this feature on or off with a switch.

  • Feature settings: You can require the Assistant to provide brief responses or answer questions unrelated to your business. For example, if you ask, “Who is the President of the United States?”, it will respond that it doesn’t have enough information to answer.

  • Lastly, train data for the Assistant.

Look at the bottom right corner, and you’ll see a chat bubble icon. You can now start chatting with the Assistant by asking some questions.

You can now start chatting with the Assistant by asking some questions.

Please pay attention to the last question and answer, as the Assistant still doesn’t know your business information. Let’s move on to the next step, which is providing it with more details from the Knowledge Base.

Knowledge Base

The operating mechanism of LLM platforms does not allow for data storage. Therefore, to expand the Assistant’s knowledge, we need to provide additional information in each Q&A session. We will have a data storage system for the Assistant called the Knowledge Base. Each time the Assistant answers a user, it will take the question and search its Knowledge Base system, then use the most relevant results as the information to respond to the user’s question.

Retrieving information from the Knowledge Base is like pulling out a few pages from a book with thousands of pages to answer your question, it’s not suitable for summarizing the entire book. Understanding its limitations is key to building an Assistant that is smart enough to meet your needs.

Retrieving information from the Knowledge Base is like pulling out a few pages from a book with thousands of pages to answer your question, it’s not suitable for summarizing the entire book. Understanding its limitations is key to building an Assistant that is smart enough to meet your needs.

Create (provide data) for the Knowledge Base

Go to the Dashboard -> Assistant -> Knowledge Base. Then, input data into the Knowledge Base manually, upload files (pdf, word, excel, txt, …), or crawl data from a website by providing the URL.

Try asking the Assistant again, and you’ll get a different result than before.

  • Note: use the topic feature to categorize groups of knowledge. You can bulk delete by topic to save time when updating and editing knowledge groups.

Developer

This is the advanced documentation for developers. If you’re a developer, feel free to continue.

Actions

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API Key

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Variables

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Embed

This is the advanced documentation for developers. If you’re a developer, feel free to continue.

API