Creating a New Chatbot

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Prerequisites

Ensure that the collection intended for chatbot creation is RAG enabled.

Chatbots can be created using two methods.

1. Using the Create button in the header panel

   1. Click on the Create button located in the header.
   2. A dropdown menu will appear.
   3. Select Chatbot from the dropdown list.
   

2. Using the Manage Chatbots Page

   1. Go to the Left Panel of the platform.
   2. Select SearchAI from the options listed.
   3. Click on Chatbot, which will redirect you to the Manage Chatbots page.
   4. Locate the list of icons at the top right of the Manage Chatbots page.
   5. The leftmost icon, represented by a '+' symbol, indicates the create chatbot option. Click on the '+ icon' to initiate the creation process.
   
   

This leads to the page where the chatbot details to be given.

3. ChatBot Name

Enter a unique name for the ChatBot. This name cannot be changed after creation.

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NOTE:

Do not capitalize any letter used for naming the chatbot. Use from 3 to 36 alphanumeric characters with underscore being the only special character that is allowed.

4. Select Knowledge Sources (Collections)

• Chatbots require data to function and provide informative responses. Select the source collections from which documents will be used to train the ChatBot.
• Select atleast 1 collection that are relevant to the topic or domain your chatbot will address.
• The ChatBot will be trained using documents from the selected collections. Ensure that the collections contain relevant and sufficient data for effective training.
• Once you've named the chatbot and selected the knowledge sources (collections), click on Create button.

• On clicking the “create” button, you will be led to the main ChatBots interface page. Here you see a listed view of all the chatbots created.

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Caution

If RAG was not enabled for any of the collections selected, a popup will be displayed on the top stating it and the chatbot will not be created.