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Setup FAQ AI Bot

You can create an AI bot in Chakra to help you answer questions about your business from a configured set of content. Follow the steps below to create a FAQ AI Bot.

Create a FAQ Content Source​

Before configuring an AI bot - you need to first configure an AI Content Source. This content source will be used to generate answers for your users/customers.

  • Go to AI Content Source list Admin > AI Settings > AI Content Source
  • Click New Content Source button on the top right corner
  • This will show you a new modal
  • Lets fill the Name field with a relevant name like 'FAQ'
  • From Content Source Type select FAQs
  • This will show a FAQs section
  • Click "Add Another" to add a new FAQ Item
  • Every FAQ Item - you need to provide a question and an answer
  • Fill out as many FAQs as you need
  • You can always come back here to add new FAQs or modify existing ones
  • Click Create button once done

Create an AI chatbot​

Now lets create a new chatbot to use this content source. If you want to understand the basics of creating a chatbot, you can refer to the Add a chatbot page.

  • Go to the Chatbot list Admin > Chat Settings > Chatbots
  • Click Create Chatbot button on the top right corner
  • Rename this chatbot at the top to 'FAQ Bot'
  • Edit the Welcome node and add the following message 'Hi this is FAQ bot, I will try to answer your questions'
  • From the left sidebar drag the "AI Reply" node and drop it on the panel somewhere to the right of the welcome step
  • Link the Welcome node to the AI Reply node by clicking and dragging from the right connection handle of the welcome step to the left connection handle of the "AI Reply" node
  • Edit the AI Reply node to set its configuration
  • Under "Select specific content sources" select the AI content source we had created
  • Under stop keywords you can configure any custom stop keyword for this step if needed. All keywords are matched in a case insensitive way
  • You can optionally configure a 'No answer message' - This message will be sent to the user if the AI is not able to reliably find an answer to the user's query
  • You can add a thank you message step after the AI reply step
  • Save the chatbot
  • Mark the chatbot as active

Once this chatbot is triggered, the bot will keep answering user's queries until the user enters a stop keyword.

Add a chat trigger​

Now we need to configure a chat trigger that will initiate this chatbot

  • Go to Chat triggers list Admin > Chat Settings > Chat Triggers
  • Click Create Chat Trigger button from the top right corner
  • In the new chat triggers page, add a keyword 'FAQBot'
  • Under matching strategy select 'Starts With', this will ensure that when users start the chat with a message like FAQBot please help me with this query then the chatbot is immediately able to answer the question
  • Under actions, configure Trigger Chatbot action and select our newly created chatbot
  • Save this trigger by clicking Save button

Thats it, you can now test your chatbot.