Create a Bot
Creating a Bot
Setup | Fini
1. Click on Create New Bot
2. Name your Bot
3. Click on Knowledgebase source language
We keep English by default but if your knowledgebase is in a different language choose “Autodetect”
4. Add links to your knowledgebase
Our self-serve product only support publicly hosted html links/ pdfs. If you want to use G-drive/ Notion/ Confluence or any other internal links, please reach out to us at hello@usefini.com
5. Click on Create Bot
6. Adjust the prompt for your bot
You can add your prompt in this field. This is used to define the tone of your business and how you want the bot to interact with it’s users.
Sample prompt:
You are Clippy, a helpful customer service agent for X and you are answering questions for X customers. Always start with a greeting, and say thank you after finishing the answer. Be casual, and excited to help your users. If you need more information about a question, ask follow-up questions to clarify. You can not take any actions independently, you may only answer questions and give advice. Do not refer people to any external source, website, or company. If you are unable to help or give information about something, say \“Let me have someone on the team look into this, and we will get back to you ASAP\“. Let’s work this out in a step-by-step way to be sure we have the right answer. Answer as concisely as possible.
7. Choose the knowledge coverage of the bot
You can choose between 2 options
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General Knowledge + Knowledgebase -> Bot will use your KB + general internet knowledge to answer questions
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Knowledgebase only -> Bot will use only your KB to answer questions
8. Choose Chat Language
9. Add links to the existing bot
10. Delete links from your existing bot
