Managing Individual ChatBots

Click on a specific chatbot within the ChatBots page. Here, you'll find several tabs listed below that allow you to customize its behaviour and analyze its performance.

Preview your ChatBot

Test your chatbot’s functionality by running a sample conversation in the Preview tab, interacting with it as an end user to verify how it responds based on its training data.

The console is divided into several sections accessible via the top navigation bar:

1. Settings: Configure the general settings for your chatbot.
2. Sources: Manage the data sources the chatbot can access.
3. Embed: Configure options for embedding the chatbot into external platforms or websites.
4. Conversations: View and manage past user conversations.
5. Prompts: Modify AI-related prompts that influence the chatbot’s responses.

• Prompts can be modified as shown below, by clicking on Restore Default prompts can be set to SearchBlox default prompts.

Settings option in Chatbot

Display Settings

Under the Display section, you can customize how the chatbot appears and interacts with users.

• User label: Defines how the user is identified in the chat window.
• Bot label: Defines how the chatbot is identified in the chat window.
• Initial message: Specifies the first message the chatbot displays when a new conversation begins, such as “Hello! What can I help you with?”

Sensitive Data Handling

The Sensitive Data section includes options for managing sensitive information:

• Mask sensitive data: When enabled, any sensitive information entered by the user is automatically hidden in both the chat window and the Conversations view, ensuring user privacy and supporting compliance with data protection standards.

Profanity Masking

Under the Profanity section, you can manage how the chatbot handles inappropriate language:

• Mask profanity: When enabled, any profanity entered by the user is masked or replaced in both the chat window and the Conversations view, ensuring a respectful and professional experience.

Logging Settings

The Logging section includes options for detailed logging:

• Save detailed logs: When enabled, the system logs debug details related to chat responses and indexing activities. By default, this setting is turned off. Enabling it can help with troubleshooting and analyzing chatbot performance, but it may also increase the size of log files.

Remember to click Save to apply your changes.

Sources Tab in Chatbot

Under the Source Collections section, you can manage the documents used to train the ChatBot:

• Source Collections: Displays the collections of documents used to train the ChatBot. In this example, the collection named @bbcnews appears, indicating that the ChatBot is trained using documents sourced from the BBC News collection.

Embed Chatbot

Under the Widget Code section, you can find the required HTML snippet to embed the ChatBot widget into your web pages:

• Widget Code: This section provides a simple HTML snippet that includes a <div> element for the ChatBot widget and a script tag that loads the ChatBot functionality.
• Generate entire HTML: This option allows you to create a complete HTML file with the ChatBot widget already embedded.

Embedding the Widget: Copy the provided HTML snippet and paste it into the desired section of your HTML file.
Customizing the Widget: Modify the id="chatBotName" and id="sbDomain" hidden input fields if you need to change the chatbot name or domain.
Viewing the Widget: Use the View Widget option to preview how the embedded ChatBot will appear on your website.

View and Edit Conversations

The Conversations tab provides a complete record of all user interactions with your chatbot. This allows you to review conversations, analyze user behavior, and make edits to improve response quality. To know more about Conversations click here.

Actions

The Actions link opens the ChatBot Actions page, where you can create and manage chatbot actions that are triggered by specific keywords in conversations. To know more about ChatBot Actions click here.