AI-Assistant Management
Empower users to create and customize their own AI assistants. Allows users to tailor their AI assistants to suit their unique needs and preferences.
Last updated
Empower users to create and customize their own AI assistants. Allows users to tailor their AI assistants to suit their unique needs and preferences.
Last updated
Step 1: Add an AI Assistant.
Step 2: Input your desired Assistant Name, Assistant Mode, Assistant’s Instructions, upload supporting materials, SAVE and click NEXT.
You can select the Assistant mode:
Standard AI-assistant With this mode, the AI-assistant will reply to customers with whatever the AI generated only.
Advanced AI-assistant With this mode, you are able to do additional actions with the AI-generated answers such as add CTAs, monitor the security and accuracy of the content and so on.
To start using the AI Assistant, you should upload the training materials to train your AI Assistant so that it can perform the task that you wish it to perform.
For example, if you want the AI Assistant to work as a customer support representative, you can upload all the FAQs to train it so that it can answer customer questions accurately based on the training materials. You can train the AI Assistant to answer customers’ questions in the tone of formal, informal, professional, assertive or casual as how you want your AI Assistant to be. You can also decide the length of the response from the AI Assistant whether to answer in long detailed sentences or short sentences that are easier to understand. After connecting the AI Assistant to channels, it will automatically answer based on the training materials given when customers ask questions.
Step 3: Upon saving and activating, you will see all your assistants from your Open AI account listed workflow presets in workflow right navigation. You can add them to any workflow as a ready-to-be-connected AI assistant connector.
Step 4: Drag and connect the AI assistant wherever needed with channels.
Manage AI-assistants:
To manage all AI assistants linked to your OpenAI account, navigate to the "Edit Setting" under Apps card action menu. In "Setup AI Assistant", you can create, edit, or delete any assistants.
