Add AI Agent details:

Name

Enter an internal name for your chatbot

Display name

Enter the name that will be displayed for your users. If left empty, the Chatbot will display your internal name.

Initial messages

Enter the chatbot’s initial message(s) to users, separated by new lines for multiple messages.

This message greets users upon their initial interaction with the chatbot. To add multiple messages, separate them by new lines.

Conversation Starter/Suggested Messages

Predefined clickable prompts for your users, perfect for frequently asked questions. Separate multiple messages with new lines

By checking the box Keep Conversation Starter Messages Persistent, you will ensure that the conversation starter messages remain visible throughout the conversation.

Model Version

Select the version of the ChatGPT model you wish to use for your chatbot. GPT-4o-mini gives faster responses – good for easy tasks, while GPT-4o often gives better responses. The complexity of your Knowledge Base and testing of your chatbot should determine which model to choose.

Select Popup Type

Initial Messages Pop-Up:
When enabled this will show your initial message as a pop-up message together with the chat bubble in the down right corner – to get user’s attention to engage with the bot.

Chat Widget Pop-Up:
The chat widget window will automatically open fully in the middle of the screen after a certain amount of seconds. This is a larger interface to get user’s attention to engage with the bot.

Initial Messages Pop-Up Delay / Chat Widget Pop-Up Delay:
Time in seconds for auto-showing Initial Messages pop-up or Chat Widget Pop-Up. Negative value disables it.

To activate Multi-Channel Guidance with your booking link, remove // in front of the paragraph.

Insert your data

This is your default Base System Prompt (in the grey box).

→ Replace {TAGS} with your unique data:

{INSERT_YOUR_COMPANY_NAME}

{INSERT_AGENT_NAME} (optional)

{CUSTOMER_SERVICE_LINK}

{YOUR_BOOKING_LINK}

If you want the chatbot to act differently, try adjusting the instructions.

What is a Base System Prompt?

The base system prompt is how you control or «fine-tune» each AI agent to act and respond in a specific way.

Think of the base system prompt as the «rules» or «instructions» the AI agent will follow. When you first create an AI agent, it has no context or idea of what you’re trying to do. We need to provide clear and concise instructions in order for the AI agent to know what to do.

The base system prompt is where you define:

• Personality for the AI agent
• Tone of the AI responses
• Guidelines on how the AI agent will respond
• Guard rails for edge cases
• How to act in certain scenarios
• Formatting of the AI responses

This input trains your Al bot, instructing it on how to interact on top of the dynamic information loaded from the knowledge base about the business.

Think of your bot as an initially uninformed entity, learning through this setup process.

Advanced settings

Prioritize Question/Answer Results

Temperature

Show Data Sources in Chat Widget

Enable to show the data sources of the chatbot’s response in the chat widget.

When an AI agent responds and is shown to a user, a little dropdown menu toggle will show up underneath the message response showing the links to where the AI agent found the answers.

This is only available for public websites scraped with the AI agent scraper.

Empower your chatbot with accurate and relevant knowledge

A Knowledge Base is a centralized repository of information that contains all necessary data (webpage contents, articles, FAQs, guides, and solutions to common questions), enabling the chatbot to provide quick, accurate responses to customer inquiries.

There are several ways to add data to your Knowledge base:

• Text: Copy & paste text
• Files: Upload documents
• Website: Scrape URLs
• Q/A: Question & Answers (Q&As)