Creating chatbots

Chatbots are shareable document analysis apps. You can directly query the chatbot’s knowledge base or compare your own uploaded files against the knowledge base with the help of large language models. Because chatbots are shareable, they can be a tool to enable others to query the same complex set of documents such as business policies, support procedures, or product documentation.

Creating chatbots from conversations

Chatbots rely on a knowledge base of files you upload during an origin conversation. An origin conversation can be any conversation created in your personal workspace.

1. Open an existing conversation or create a new one.

2. Add any documents you want to include in the chatbot. These documents become the knowledge base your chatbot uses to develop responses.

   When others use your chatbot, they can view all documents in the knowledge base. Be aware of including any potentially sensitive information.

3. (Optional) Enable any advanced digitization settings in the conversation.

   Even if object detection is enabled in your origin conversation, chatbots don’t support querying information retrieved using object detection, such as tables and checkboxes.

4. (Optional) Query the documents in your conversation to preview how your chatbot performs. Later, you have the option to turn these queries into sample prompts that are visible to your chatbot’s users.

   All documents in the conversation are added to the chatbot’s knowledge base, so be sure to set the message scope to all files when testing.

5. Click Create chatbot.

6. Enter a name and description for the chatbot. You can’t change the name after creating the chatbot, but you can update the description.

7. (Optional) Add a disclaimer to include in all chatbot responses. Use disclaimers to communicate legal information, technical limitations, or other important details. For example, This chatbot answers with the help of AI. Verify any important information against the listed source documents. or This chatbot was created by the Finance Team. For any questions, reach out on Slack at #ask-finance.

8. Select sharing and access preferences.

   • Commercial & Enterprise When set to Just you your chatbot is visible in the Hub only to you. Select Anyone in the … organization to list the chatbot in the Hub for other organization members to see.

   • Community Any chatbot you create is publicly available but unlisted, meaning anyone with an AI Hub account can access and use your chatbot, if they have a link to the chatbot. Unlisted chatbots aren’t discoverable in the Hub, but for convenience, your chatbot remains visible in the Hub to anyone who accesses it through the shareable link. When others query your chatbot, you aren’t charged and can’t see their queries or responses, unless they provide response feedback.

9. (Optional) Add sample prompts to display in the chatbot. Queries from your origin conversation are imported, but you can edit the sample prompts list.

10. Click Create. Depending on the number of documents added to the chatbot, this can take up to several minutes. Don’t refresh or navigate away from the page during chatbot creation—if you do, creation might fail.

After your chatbot is created, you can access it from the Hub to use, share, or edit it. To get the shareable link for your chatbot, open it and click Share > Copy link.

Reviewing analytics and feedback

After sharing your chatbot, you can monitor usage by opening the chatbot and clicking View analytics. The Chatbot analytics section includes high-level metrics about how many people are using your chatbot and making queries.

People who use your chatbot can leave feedback about the quality of the chatbot’s responses. In the Feedback section, you can see any feedback users have left, accompanied by their user ID. Click View details to see more detailed information, including the actual query and response.

Updating chatbots

You can edit the knowledge base, sample prompts, and most settings for any chatbot you’ve created. You can’t change a chatbot’s name or author. When you update your chatbot, a new chatbot version is published.

1. Open the chatbot and click Edit chatbot. The edit function returns you to the origin conversation.

   • To add files to the chatbot, click the Add files icon in the document list.

   • To remove files, select them in the document list then click the Delete selection icon.

   • To edit advanced settings like digitization, click the settings icon .

2. Click Update chatbot.

3. On the Update chatbot screen, make any changes you want to settings such as description, sharing settings, or sample prompts.

   If you change sharing settings to Just you, previous chatbot users can no longer load the chatbot, even if accessing it from a previously shared link.

4. Click Update chatbot.

Depending on the number of documents added to the chatbot, updating your chatbot can take several minutes. Don’t refresh or leave the page while an update is in progress.

Deleting chatbots

When you delete a chatbot, all documents and chat history for that chatbot are deleted. For users of the chatbot, their chat history is also deleted and they can no longer view or load the chatbot.

1. Open the chatbot.

2. In the side panel, click Delete chatbot.

3. Click Delete to confirm.