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AI Prompts section available from version 3.34.0. This documentation is work in progress and some features will be available in next releases. |
📋 What’s About
AI Prompts is the section on which you can configure OpenAI Assistants, designed to understand and answer to human queries, by starting from business files uploaded in the relative section.
Assistants are OpenAI models that can use tools, in our case reading uploaded files, to find answers for customers.
Explore how it works on Official documentation: Assistants overview | How Assistants work
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OpenAI Assistants are in Beta version |
Requirements
⚙️ Configuration
Assistants
You can define OpenAI Assistants both on XCALLY side and on OpenAI console. In both cases, assistants are registered on OpenAI (not on Motion database).
To create a new Assistant, you can click on Add assistant and insert:
Assistant Name
Cloud Provider (OpenAI type)
Model (as gpt-4-turbo or gpt-3.5-turbo)
Instructions, on which you can specify what assistant has to do. If you want that assistant uses files, you need to make reference in instructions to file name
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If you want to manage the re-bouting from to bot to a human agent, you need to insert this sentence in instructions explicitlyit is necessary to explicitly include this phrase literally in the instructions: |
And click on Save
The created Assistant is saved also in Open AI platform under Assistants section
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Files
So if you want to use business documents, on Files section, you can upload your files (for example pdf instructions, user manuals and so on).
Read on official OpenAI documentation, the supported files Open AI | Supported Files
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Recommend uploading static documents with infrequently changing data as files, in pdf, doc, or text format |
You can here view an example of how to create a file:
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So you can click on Files → Add file
And then select OpenAI Cloud Provider and upload Files from your computer → and click on Confirm
So in this case, by editing a created assistant, you can see files section to associate files to the assistant. By clicking on Files section you can add the relative files, among those uploaded.
In this way bot has an associated file.
🤖 How to configure Assistants in OpenAI Bots
On OpenAI bots section, it is possible to configure the assistant so that the bot can retrieve useful customer information from uploaded files.
For example if you create an Assistant with files related to product return and the customer asks for this type of information, the bot provides an explanation, starting with the uploaded documentation.
So by creating a new OpenAI bot, you have to fill in the form with:
OpenAI Cloud Provider account
ChatGPT Assistant: from this section you can choose among the created assistants, associated to the cloud provider key
Bot Name
Exit Phrase
Welcome message
Option to analyze chat to know if pass the chat to an agent
Forward message
Error message
ChatGPT Attachment message
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As you can see, when you use Assistant you can’t enter chatGPT model, prompt (so instructions), max conversation lenght in tokens, temperature because these options are already inserted in OpenAI Assistant configuration (as you can see below) |
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When you use Assistant, it is recommended to insert a queue after bot management so that customer service is forwarded to a human operator
So when for example a chat starts, the bot answers to customer with information that it can retrieve from files:
-20240522-123201.png?version=1&modificationDate=1716381254902&cacheVersion=1&api=v2&width=328)
And agent will be able to see the interaction, in the relative channel interactions list.
Related topics
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