Limited access
This feature is in the Early access release phase, where we expect to release it but are testing it with a small number of customers to make sure it's ready for prime time.
To set up your AI chatbot, you'll:
Limited access
This feature is in the Early access release phase, where we expect to release it but are testing it with a small number of customers to make sure it's ready for prime time.
Our AI chatbot is basically an AI Agent that uses your knowledge base as its source material.
Before you Enable AI chatbot widget for my knowledge base, use the Personalize the chatbot responses section to help refine your chatbot's tone and context:
- Go to KB settings > AI chatbot. The AI chatbot page opens.
- In the Personalize the chatbot responses section, follow the prompts to add context and personality to your chatbot:
- Enter a description of your chatbot's tone and personality in the Tone of voice field, max of 200 characters. This can determine how formal or informal, friendly or professional your chatbot's responses are. For example, for the chatbot in our Support KB, we use "friendly and helpful, uses occasional owl puns". 🦉
- Enter some context about your organization or audience in the Finish this sentence: "You are a chatbot answering questions for..." field, max of 200 characters. Include your organization's name and some information about its products or its intended audience. For example, for the chatbot in our Support KB, we use "KnowledgeOwl, a company that makes B2B knowledge base software."
- Be sure to Save your changes.
Customize or translate the default wording used in your AI chatbot, such as the button label, AI disclaimer, and other text displayed in different parts of the chatbot window.
This lets you match your brand’s tone or translate the chatbot interface into another language.
Fields left blank will use the default text.
Only plain text and emojis are supported here. HTML tags are stripped out on save.
Choose between the following options for who can see and use the AI chatbot in your knowledge base:
- All readers: Everyone who can view your knowledge base will see and be able to use the chatbot. (Default setting)
- Authors only: The chatbot will only appear for logged-in authors. This is useful when testing the chatbot before launching it to all readers.
- Specific reader groups: Limit chatbot access to certain reader groups, such as internal teams or premium customers. Only readers assigned to those groups will see the chatbot button.
The AI chatbot respects reader group permissions, so the chatbot will only use articles that the current reader has permission to view in its responses.
Limited access
This feature is in the Early access release phase, where we expect to release it but are testing it with a small number of customers to make sure it's ready for prime time.
The AI chatbot is turned on by default on new accounts; existing accounts must opt in to use the AI chatbot in your knowledge base.
To turn the chatbot on or off,:
- Go to KB settings > AI chatbot. The AI chatbot settings page opens.
- Be sure you've already followed the instructions to Personalize the chatbot responses.
- Turn on the Enable AI chatbot widget for my knowledge base control.
- Save your changes.
The AI chatbot will now appear in the lower right of all knowledge base pages!
The AI chatbot requires semantic search. If you aren't getting responses, make sure you enable semantic search and perform a reindex.
