Creating a New Chatbot

Step-by-step guide on creating a chatbot based on an existing collection.

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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. On the top-right of the Manage Chatbots page, locate the list of icons.
    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.

  1. ChatBot Name

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

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NOTE:

Use only lowercase letters when naming the chatbot, and ensure the name contains 3 to 36 alphanumeric characters, with the underscore as the only allowed special character.

  1. Select Knowledge Sources (Collections)
  • Chatbots need data to operate and deliver meaningful responses. Choose the source collections that will be used to train the chatbot.
  • Select at least one collection that is relevant to the chatbot’s topic or domain.
  • The chatbot will be trained using the documents contained in the selected collections. Ensure these collections include sufficient and relevant information for effective training.
  • After naming the chatbot and selecting the knowledge source collections, click the Create button.

  • On clicking the Create button, you will be taken to the main ChatBots interface, where a list of all created chatbots will be displayed.