Build an AI Chatbot for Customer Support using Chatbase | Alpha | PandaiTech

Build an AI Chatbot for Customer Support using Chatbase

Step-by-step instructions on building a customer service chatbot trained on your own company data using Chatbase and embedding it on your website.

Learning Timeline
Key Insights

Two Chatbot Deployment Modes

Chatbase can be deployed in two ways: as a small 'Chat Bubble' in the corner of your website for quick assistance, or as a 'Full Web Page' to serve as a comprehensive Knowledge Base.

Chatbase vs. Intercom Limitations

Chatbase is excellent for full AI automation based on your documents. However, if your business requires a 'human takeover' feature where agents can step in, platforms like Intercom are a more suitable choice.
Prompts

Chatbot Behavioral Instructions (System Prompt)

Target: Chatbase AI Settings
You are a helpful and professional customer support assistant for [Company Name]. Your goal is to answer visitor questions accurately based on the provided documents. If you don't know the answer, politely direct the user to contact our support team at support@example.com. Keep your tone friendly and concise.
Step by Step

How to Build and Train a Chatbase Chatbot

  1. Go to your Chatbase dashboard and start a new chatbot project.
  2. Select a data source to train the AI: Click 'Files' to upload documents (PDF, .doc, etc.), or select 'Websites' to process your website links.
  3. Use the 'Q&A' or 'Notion' tabs if you have data in a question-and-answer format or a Notion database.
  4. Head over to the 'Settings' tab at the top of the dashboard.
  5. Click on the 'AI' sub-tab to configure your chatbot's brain.
  6. Enter specific instructions in the 'Instructions' field to define the chatbot's personality and how it should respond (e.g., 'You are a polite customer service agent').
  7. Choose the AI 'Model' you want to use (such as Llama or available GPT models).
  8. Click on 'Chat Interface' to customize the colors, themes, and icons to match your brand identity.
  9. Click the 'Save' or 'Apply' button to save all your configurations.
  10. Copy the provided 'Embed' code and paste it into your website's HTML to display the chatbot.

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