Admin

Create an AI Chatbot

01-13-2025
NOTE
AI chatbots can only be created from the dashboard, and this feature is available to administrators only.

1) Creating an AI Chatbot

1. Go to Dashboard > [AI Chatbot].

2. Click the [+ New Chatbot] button at the top.

3. Set Profile Image

You can set a profile image for the chatbot. If not set, the default image will be used.

4. Set Chatbot Name

Set a name for the chatbot. You can enter up to 50 characters.

5. Enter Usage Guide

Enter a usage guide for the chatbot. This is optional, but you can use it to explain the chatbot’s purpose or how to use it for employees.

*The usage guide entered will be visible to employees when they use the chatbot in the chatroom.

6. Upload Training Documents

Upload documents for the chatbot to learn from. The chatbot will use the content of these files to answer employee questions.

*Only PDF, MD, TXT, DOCX, HTML, CSV, XLS, XLSX files under 10MB are allowed.

7. Allow Access to Training Documents

Set whether employees using the chatbot can view the original training documents. If allowed, only PDF files can be viewed.

8. User Settings

Select the employees who can use the chatbot. You can choose from:  All employees of the company / Specific group and job title / Specific employees. Administrators are automatically included.

9. Set Usage Period

Set the period during which the chatbot can be used. Employees can use the chatbot from the creation date until the specified end date. After the period expires, access will be revoked.

*Administrators can continue to access the chatbot even after the set period ends.

10. Once all settings are complete, click the [Save] button in the top-right corner

*The created chatbot will be available under the AI Chatbot menu in the app. For more details on how to use the chatbot, refer to the following guide.

Use Chatbot >

1:1 Chat
Click floating chat icon for 1:1 chat support.
Zoom Support
Select available time here.
Email
If you have specific inquiries, contact us at support@shoplworks.com.