Configure Chat Agent Settings

Users can easily configure the chat agent settings of their existing product or the newly added product. By fine-tuning the Pre AI Settings, AI settings, Text Settings, Theme and Branding, and Integration steps, you can elevate user engagement with your product chatbot. Additionally, you have the option to review the chat playground to verify that the chatbot has learned from the latest knowledgebase.

In this documentation, you will find comprehensive guidelines and instructions to help you navigate through the chat agent feature.

Let’s get started 🚀                  

Navigation to Chat Agent

The demonstration below illustrates the steps to navigate to the chat agent.

Sign in to the CuVo account and click on the “Manage Accounts” option. Select the Account for which you want to configure chat agent settings.

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Configure Chat

The demonstration below illustrates the steps to configure the chatbot page.

Navigate to the Chat Agent and click on CONFIGURE.

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The configuration setting options includes:

Pre-AI Settings
AI Settings
Text Settings
Theme and Branding
Integration steps

Pre-AI Settings

The Pre-AI settings include creating customized question/answer, deleting the question/answer, and playground preview.

In case of configuring a new account, First “enter” the ChatGPT API key in AI Settings and “save” the chat settings to configure the chat agent settings (Pre AI Settings, AI Settings, Text Settings, Theme and Branding, and Integration Steps). 

1.   Create Customized Questions/Answers

The demonstration below illustrates the steps for creating customized questions/answers.

Click on CONFIGURE → Pre-AI settings. Enter and Save the customized question and answer to the knowledgebase.

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2.   Delete the Question/Answer

The demonstration below illustrates the steps for deleting customized questions/answers.

Click on CONFIGURE → Pre-AI settings. Click on the ✖️ to delete the customized question and answer.

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3.  Playground Preview

The demonstration below illustrates the steps to preview the playground with the newly added question and answer.

Click on CONFIGURE → Pre-AI settings. Click on the preview icon to view the playground preview.

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AI Settings

With this option, you can control the behavior and functionality of the chatbot such as the tone, length of the chatbot response, customer support response, and many more.

1.   Configure AI Settings

The demonstration below illustrates the steps for customizing bot model, tone, length, and responses.

Click on CONFIGURE → AI Settings. Enter and Save the AI settings.

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Best practices:

• Turning off general question replies will ensure chatbot responds based only on the Knowledge base artefacts.
• Setting the length of bot response to 300 words to mitigate incomplete responses
• Reducing “Bot Creativity” setting to 3 to increase brevity

2.   Playground Preview

The demonstration below illustrates the steps to preview the AI-settings playground.

Click on CONFIGURE → AI Settings. Click on the preview icon to view the playground preview.

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Text Settings

With this option, you can configure the overall appearance and functionality of the chatbot such as icons and initial messages.

“Text settings” will be promptly reflected in the “Playground Preview” located in the right panel.

1.   Configure Text Settings

The demonstration below illustrates the steps for customizing the bot icons and initial messages.

Click on CONFIGURE → Text Settings. Enter and Save the Text settings.

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2.   Delete Image Icons

The demonstration below illustrates the steps to delete the existing image icons.

Click on CONFIGURE → Text settings. Click on the trash icon to delete the customized question and answer.

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3.   Playground Preview

The demonstration below illustrates the steps to preview the Text-settings playground.

Click on CONFIGURE → Text Settings. Click on the preview icon to view the playground preview.

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Theme and Branding

With this option, you can customize the overall appearance of the chatbot such as design and color settings.

“Theme and Branding” settings will be promptly reflected in the “Playground Preview” located in the right panel.

1.   Configure Settings

The demonstration below illustrates the steps for customizing the bot appearance like colors and font style.

Click on CONFIGURE → Theme and Branding. Choose color & font and Save the settings.

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2.   Playground Preview

The demonstration below illustrates the steps to preview the playground with theme and branding settings.

Click on CONFIGURE → Theme and Branding. Click on the preview icon to view the playground preview.

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Integration Steps

The demonstration below illustrates the steps for generating the API key to integrate the chatbot into your product. This integration enhances customer support and automates various tasks.

You can “download SDKs” for integration by selecting “Mobile” platform and “Android or iOS” Technology.

Click on CONFIGURE → Integration Steps → GENERATE API KEY.

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Chat Playground

The registered users can access and review the responses generated by the chatbot to ensure that the chatbot has learned the latest uploaded knowledge base related to your product. However, if the status of the knowledgebase is UNLEARNED, you must verify the chatbot configuration.

PLAYGROUND option will appear only after adding the “ChatGPT API key” while configuring AI Settings.

The demonstration below illustrates the steps to navigate to the chat playground and verify the chatbot responses.

Sign in to the CuVo account → Manage Accounts → Select the Account → PLAYGROUND.

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