Chatbot

Welcome to Summaverse, your go-to platform for document Interaction & Chatbots. In this tutorial, we'll guide you through harnessing the power of our latest feature: the Chatbot Generator. Whether you're a seasoned tech enthusiast or just dipping your toes into the world of AI, this tutorial will equip you with the knowledge to create dynamic and engaging chatbots effortlessly.

Step 1: Accessing The Chatbot Generator

To begin, log in to your Summaverse account and navigate to the dashboard. Locate the "Chatbot" tab, usually positioned prominently for easy access. Click on it to enter the Chatbot Generator interface.

Accessing The Chatbot Generator

Step 2: Creating A Project

Before diving into chatbot creation, it's essential to set up a project to organize your work effectively. Start by clicking on the "Create" button within the Chatbot Generator interface.

Creating a Project

This action will prompt you to provide a project name, helping you stay organized as you develop your chatbot.

Creating a Project Modal

Click the “Create Project” button to proceed creating the project. Once you've created a project, you can proceed to create a new chatbot within that project by following the subsequent steps outlined in this tutorial.

Step 3: Creating A New Chatbot

Once inside the project, you'll be greeted with a sleek and intuitive interface. To kick off the process, click on the "Create Chatbot" button. This action will initiate the chatbot creation wizard, guiding you through each step with precision.

Creating a New Chatbot

Here's the refined step-by-step guide for creating a new chatbot in Summaverse, incorporating your detailed instructions:

Description

Chatbot Description

Navigate to the "Description" tab and fill out the form with the following details:

  • Name: Enter a unique name for your chatbot.
  • Description: Provide a brief description of your chatbot.
  • GPT Model: Select the GPT model you want to use.
  • Chatbot Language: Choose the language for your chatbot.
  • Purpose of Chatbot: Specify the purpose or goal of your chatbot.

Personality

Chatbot Personality

Click "Continue" to proceed to the "Personality" tab. Here, you can set up the personality of your chatbot by adjusting the following settings:

  • Tone of Speech: Choose between formal, informal, or neutral.
  • Response Length: Select the desired response length: natural, brief, or medium.
  • User Feedback Sensitivity: Choose the sensitivity level to user feedback: positive, balanced, or responsive.
  • Language Style: Select the language style for your chatbot: formal, everyday, or technical.

Knowledge

Chatbot Knowledge

After setting up the personality, click "Continue" to move to the "Knowledge" tab. Here, you can configure the knowledge of your chatbot by either uploading new documents or selecting from existing documents.

Prompt

Chatbot Knowledge

Once the knowledge is set, click "Continue" to proceed to the "Prompt" tab. Here, you'll find the default prompt. You can edit this prompt to customize the initial message or conversation starter for your chatbot.

Create Chatbot

After customizing the prompt, review all your settings. If you're satisfied, click the "Create Chatbot" button to finalize the creation of your chatbot.

When you take those actions, it'll kick off the chatbot creation wizard, which will walk you through each step with precision. Then, you'll move on to the next steps to customize your very own chatbot.

Step 4: Customize Chatbot Interface

Customize Chatbot Interface

After creating a new project and selecting the GPT model, it's time to customize your chatbot's appearance and behavior. Follow these steps to tailor your chatbot to your liking:

  1. Title of the Chatbot: Enter a catchy and descriptive title for your chatbot.
  2. Subtitle of the Chatbot: Provide a brief description or tagline to accompany the title.
  3. Logo of the Chatbot: Upload an image file to serve as the logo or avatar for your chatbot.
  4. Background Color of the Header: Choose a color for the header section of your chatbot.
  5. Message Size: Adjust the size of the chatbot's messages to suit your design preferences.
  6. Background Color of the Message Part: Select a background color for the main message area of your chatbot.
  7. Hide the Summaverse Logo: Toggle this option if you wish to hide the Summaverse logo from the chatbot interface.
  8. Set Initial Message of the Chatbot: Enter the initial message that users will see when they interact with your chatbot for the first time.
  9. Bubble Message Background Color for the Bot: Choose a background color for the chat bubbles representing messages from the chatbot.
  10. Bubble Message Text Color for the Bot: Select a text color for the messages from the chatbot.
  11. Avatar for the Bot: Upload an image file to serve as the avatar or profile picture for your chatbot.
  12. Bubble Message Background Color for the User: Choose a background color for the chat bubbles representing messages from the user.
  13. Bubble Text Color for the User: Select a text color for the messages from the user.

Once you've customized these settings to your liking, your chatbot will have a personalized and engaging appearance. Click "Save Changes" to apply your changes and continue with the chatbot creation process.

Step 5: Setup The Chatbot Sharing

Setup the Chatbot Sharing

After refining the chatbot's knowledge base and customization settings, it's time to configure how the chatbot will be shared with users. This step involves determining the sharing type to control accessibility and distribution. Follow these steps to set up the chatbot sharing:

Accessing the Settings Tab

Navigate to the "Settings" tab within the Chatbot Generator interface.

Select Sharing Type

Within the Sharing tab, choose the appropriate sharing type based on your preferences and requirements. Common sharing options may include:

  • Anyone with the Link: Enable public access to the chatbot, allowing anyone to interact with it without restrictions. This option is ideal for widely accessible chatbots intended for broad usage.
  • Restricted: Restrict access to the chatbot to specific individuals or groups. This option ensures privacy and control over who can interact with the chatbot, making it suitable for confidential or limited-use scenarios.

Configure Document Preview Setting

Enable document preview to allow end-users to see the chatbot's knowledge documents.

Configure Restricted Sharing Settings

Configure Restricted Sharing Settings

Depending on the selected sharing type, configure additional settings such as password, auto-invite setting, free question, and invitation.

  • Configure Password: Enable password/token access or SSO Kedata for invited users.
  • Configure Auto-Invite Settings: Enable auto-invite to allow access to anyone or set specific conditions using SSO Kedata.
  • Configure Free-Question Settings: Determine the number of free questions available and how they can be claimed, including setting claim codes and defining one-time or repeatable access. To configure the free-question feature, follow these steps:
    1. Set Number of Free Questions: Determine the number of free questions available for end-users. This value represents the maximum number of questions that can be asked without consuming credits. Ensure that this number aligns with the available credits allocated to the chatbot creator.
    2. Set Number of Users Allowed to Claim Free Questions: Specify the number of end-users allowed to claim free questions. This parameter controls the distribution of free questions among users and ensures fair usage.
    3. Claiming Free Questions: Decide whether free questions should be claimed with a claim code or without it. Enabling the toggle requires end-users to enter a claim code provided by the chatbot creator to access free questions. The claim code should be a 6-alphabetic length code set by the creator. Disabling the toggle allows any end-user of the chatbot to access free questions without a claim code, provided there are remaining free question quotas.Claiming Free Questions
    4. Choose Free Question Type: Select between two types of free-question provision: "One Time" or "Repeatable."
      1. One Time: Free questions are provided only once after the free question quota is exhausted. No additional free questions can be claimed after this quota is depleted. If selecting "One Time," specify the expiry date by which all free questions must be claimed.One Time Free Question
      2. Repeatable: Free questions can be provided in a specified cycle of time, allowing for periodic distribution. If selecting "Repeatable," specify the date and cycle of the month for providing free questions.One Time Free Question
  • Invite Someone to Access the Chatbot: Enter the email of the person you wish to invite and click "Invite" to send the invitation.

Save Changes

Once you've configured the chatbot sharing settings according to your preferences, click on the "Save Changes" button to apply the changes.

Step 6: Chatbot Description Update

Chatbot Description Update

After customizing the appearance and behavior of your chatbot, you have the option to update its description. This step allows you to refine or modify the initial details you provided during the chatbot creation process. Follow these steps to update the chatbot description:

  1. Accessing the Description Tab: Navigate to the "Description" tab within the Chatbot Generator interface.
  2. Modify Chatbot Details: Within the Description tab, you can make changes to any of the following items:
    • Chatbot Title: Adjust the title of your chatbot to better reflect its purpose or functionality.
    • Chatbot Description: Refine the description of your chatbot to provide clearer insight into its capabilities or features.
    • Chatbot Model: Choose between GPT-3.5 or GPT-4 models to power your chatbot's intelligence, depending on your preferences or requirements.
    • Chatbot Language: Update the language in which your chatbot communicates to cater to a specific audience or market.
    • Chatbot Purpose: Revise the purpose or goal of your chatbot to align with evolving objectives or user needs.
  3. Save Changes: Once you've made the necessary updates, click on the "Save Changes" button to apply the changes to your chatbot description.

By updating the chatbot description, you ensure that it remains relevant and accurately represents its functionality and purpose. This flexibility allows you to adapt your chatbot to changing circumstances or user expectations effectively.

Step 7: Chatbot Personality Update

Chatbot Personality Update

After refining the description and appearance of your chatbot, you have the opportunity to update its personality. This step allows you to fine-tune how your chatbot interacts with users by adjusting various personality parameters. Follow these steps to update the chatbot personality:

  1. Accessing the Personality Tab: Navigate to the "Personality" tab within the Chatbot Generator interface.
  2. Modify Personality Settings: Within the Personality tab, you can update the following parameters:
    • Tone of Speech: Choose between formal, informal, or neutral tones to align with the desired style and voice of your chatbot's responses.
    • Response Length: Determine the length of responses generated by the chatbot by selecting from options such as natural, brief, or medium. This helps maintain user engagement and clarity in communication.
    • User Feedback Sensitivity: Adjust how the chatbot responds to user feedback and criticism by selecting the sensitivity level: positive, balanced, or responsive. This ensures that the chatbot maintains a positive and helpful demeanor during interactions.
    • Language Style: Define the language style and vocabulary of the chatbot to suit the preferences of your target audience. Choose from options such as formal, everyday, or technical language styles.
  3. Save Changes: Once you've adjusted the personality settings to your satisfaction, click on the "Save Changes" button to apply the changes to your chatbot's personality.

By updating the chatbot personality, you can tailor its communication style and responsiveness to better meet the needs and expectations of your users. This flexibility allows you to continually optimize the user experience and enhance engagement with your chatbot.

Step 8: Chatbot Knowledge Update

Chatbot Knowledge Update

After customizing the personality and prompting of your chatbot, you have the option to update its knowledge base. This step allows you to refine or expand the information and data that your chatbot can access and utilize during interactions with users. Follow these steps to update the chatbot knowledge:

  1. Accessing the Knowledge Tab: Navigate to the "Knowledge" tab within the Chatbot Generator interface.
  2. Update Knowledge Base: Within the Knowledge tab, you can update the chatbot's knowledge base by adding new documents or selecting existing ones.
  3. Adding New Documents:
    • Click on the "Document" button to initiate the process.
    • Choose between "From Existing" to select an existing document or "Upload" to upload a new document.
    • Follow the prompts to select the desired document(s) and add them to the chatbot's knowledge base.
    • ait until the document(s) are indexed, which ensures that the chatbot can effectively access and utilize the information contained within them.
  4. Save Changes: Once you've updated the chatbot's knowledge base with the desired documents, click on the "Save Changes" button to apply the changes.

By updating the chatbot knowledge, you empower it to provide more accurate and relevant responses to user queries and inquiries. This allows for a more informed and satisfying user experience.

Step 9: Chatbot Prompting Update

Chatbot Prompting Update

After refining the personality and appearance of your chatbot, you have the option to update its prompting. This step allows you to customize the initial message or conversation starter that users will encounter when interacting with your chatbot. Follow these steps to update the chatbot prompting:

  1. Accessing the Prompt Tab: Navigate to the "Prompt" tab within the Chatbot Generator interface.
  2. Customize Prompt: Within the Prompt tab, you can update the default message used by your chatbot to initiate conversations with users. This message serves as the starting point for interactions and sets the tone for the conversation.
  3. Edit Prompt: Click on the text field containing the default prompt to modify the message according to your preferences. You can tailor the prompt to suit the specific context or purpose of your chatbot, ensuring it engages users effectively.
  4. Save Changes: Once you've customized the prompt to your satisfaction, click on the "Save Changes" button to apply the changes to your chatbot's prompting.

By updating the chatbot prompting, you can create a more engaging and personalized experience for users right from the outset of their interactions. This allows you to capture their attention and guide them through the conversation flow more effectively.

Step 10: Embedding The Chatbot

Embedding the Chatbot

After making necessary configurations to the chatbot, it's time to embed it into your website or application. Follow these steps to embed the chatbot:

  1. Navigate to the "Settings" tab within the Chatbot Generator interface.
  2. Find and click on the 'Embed' button located within the Settings tab.Embedding the Chatbot Domain
  3. Configure Authorized Website Domains:
    • If you're using your own domain, add authorized website domains for embedding the chatbot.
    • Register your website before embedding to ensure proper functionality.
  4. Copy Iframe Code: Copy the generated iframe code provided by the Chatbot Generator.
  5. Embed Iframe Code: Paste the copied iframe code into the HTML source code of your website or application where you want the chatbot to appear.
  6. Save Changes: Save the changes to your website or application's HTML source code.