AI Prompts

On this page

AI Prompts section available from version 3.34.0. This documentation is work in progress and some features will be available in next releases.
From version 3.35.0 it’s also possible to use Assistants within the ChatGPT bot block (in this case you need to enable on License AI and Assistant feature)

📋 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

OpenAI Assistants are in Beta version

Requirements

To view AI Prompts you must enable on license AI Assistants feature
To use Assistants on ChatGPT Bot (feature coming soon) you have to enable on license also AI Tools feature

⚙️ 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

And click on Save

The created Assistant is saved also in Open AI platform under Assistants section

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

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:

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 ChatGPT block

On channels that support chatGPT block in action plan, 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 aks for this type of information, the bot provides an explanation, starting with the uploaded documentation.

So inserting the relative block the system asks:

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

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)
Follow official documentation Prompt engineering about how to properly create a prompt
From the section OpenAI Usage you can track costs by token usage

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:

And agent will be able to see the interaction, in the relative channel interactions list.