Instant - AI Prompts

Owned by Product Knowledge
Last updated: May 23, 2024
4 min read

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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.
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

 

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Requirements

  • To view AI Prompts you must enable on license AI Assistants feature

  • To use Assistants on ChatGPT Bot you have to enable on license also AI 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).

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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

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 WhatsApp account 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 asks for this type of information, the bot provides an explanation, starting with the uploaded documentation.

So inserting the relative block 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

 

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 customer writes to customer service on WhatsApp, 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 WhatsApp interactions list.

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