AI Prompts
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AI Prompts section available from version 3.34.0.
From version 3.35.0 it’s also possible to use Assistants within the ChatGPT bot (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 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).
From this list you can see Assistant name, provider and model.
To create a new Assistant, you can click on Add and insert:
Assistant Name
Cloud Provider (OpenAI type)
Model (gpt-4-turbo, gpt-4o, gpt-3.5-turbo, gpt-4o-mini)
Instructions, these are the bot training “instructions” to explain what the assistant has to say, questions it can manage, phrase it has to say when it doesn't know how to help the customer and so on.
If you want that assistant uses files, you need to make reference in instructions to title file. E.g. you can write: If the customer asks about refund issues, search answer in the file “Refund instructions”
And click on Add
The created Assistant is saved also in Open AI platform under Assistants section
By clicking on 3 dots of a created Assistant, you can edit or delete it or associate files to assistant
If you edit an assistant, you can change name, model or instructions. Moveover from the button on the top you can Associate files to Assistant, by choosing it from the modal.
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
And then select OpenAI Cloud Provider and choose Files from your computer → and click on Add
So, as we have seen before, by editing a created Assistant, you can click on relative button to Associate files.
You can see in this visualisation all available files, previosly uploaded in files section.
And Save. 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
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.