Introduction
TeamAI offers a powerful solution for creating personalized chatbots that act as expert assistants for your products. Imagine having a ChatGPT-like experience tailored specifically to your website, instantly answering visitors' questions and providing them with the information they need. In this guide, we'll walk you through the process of setting up your own helpdesk chatbot using TeamAI.
Creating a New Assistant
To get started, follow these steps:
Navigate to the Assistant section within the TeamAI platform.
Click on the "Create Assistant" button.
Enter a title for your chatbot, such as "Helpdesk Bot," and select an appropriate category.
Configuring Your Chatbot
Once you've created your assistant, it's time to configure its settings:
Description: Provide a clear and concise description of what your chatbot does. This will help users understand its purpose and capabilities.
Image: Change the default avatar to a custom image that represents your brand or the chatbot's personality. This adds a visual touch to the user experience.
Instructions: In the instructions field, specify what you'd like the AI assistant to know about you or your products to provide better responses. This additional context helps the chatbot deliver more accurate and relevant information to users.
Model Selection: TeamAI offers a wide range of AI models to choose from, including options from OpenAI, Google Gemini, Anthropic, and Meta AI. Select the model that best suits your needs and aligns with your chatbot's purpose.
Training Your Chatbot with a Knowledgebase
To equip your chatbot with knowledge about your website and products, you'll need to create a knowledgebase using TeamAI's Datastores feature. Here's how:
Understand the supported document types for training your chatbot. TeamAI allows you to use various formats, including webpages, PDFs, and more. Refer to the Supported Document Types article for details.
Create a collection in Datastores to store your website's content. You have two options:
Option 1: Train on individual webpages by selecting the "Webpage" document type and adding the URLs of the specific pages you want to include.
Option 2: Train on your entire website by choosing the "Website" document type and entering your website's URL. TeamAI will crawl and index all the pages automatically.
After creating the collection, select it in the Knowledgebase field of your chatbot's configuration. This will enable your chatbot to access and utilize the information from your website.
For more information on document and website counts in TeamAI plans, refer to the Understanding Document and Website Counts article.
Enhancing Your Chatbot with Plugins (Optional)
TeamAI offers the flexibility to extend your chatbot's capabilities through plugins. You can:
Access built-in plugins that provide additional functionalities like browsing, DALLE-3 etc.
Create custom plugins tailored to your specific requirements and integrate them seamlessly with your chatbot.
Publishing Your Chatbot
Once you've configured your chatbot and trained it with your website's content, it's time to make it live:
Review your chatbot's settings and ensure everything is set up correctly.
Click the "Publish" button to save your chatbot configuration.
Embed the chatbot on your website by following the detailed instructions provided in the How to Embed Your Chatbot on Your Website article. This typically involves adding a snippet of code to your website's HTML.
For whitelisting your website address for TeamAI chatbots by referring to the Whitelist Your Website Address for TeamAI Chatbots article.