1. Create your own chatbot with Konfuzio Chat

This guide provides step-by-step instructions on how to create a personalized bot with Konfuzio Chat. Based on data from your primary sources, such as your website, your own chatbot will provide accurate answers and respond instantly to your customers' requests with consistent knowledge. Follow the steps below to set up your own chatbot.

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Start chatbot creation

To start creating your chatbot, navigate to the Konfuzio Chat dashboard to the "Create new chatbot" area. There you will see two tabs: "Website" and "PDF". Make sure that the "Website" tab is selected to create your own chatbot that uses content from your website.

Enter website details

Website URL

In the "Website URL" field, enter the full URL of a website that you would like to index for the chatbot. This should include the https:// protocol to ensure secure data retrieval.

Example: https://www.konfuzio.com

Included paths

In the "Included paths" field, enter the paths within your domain that the chatbot should access and learn from. These paths should be relevant to the topics that the chatbot will cover.

Input: Enter the paths with a slash (/) and separate multiple paths with a comma (,).

Example: /products, /services, /about-us

Excluded paths

The "Excluded paths" field allows you to specify which parts of your website should not be used by the chatbot. This is useful for data protection or irrelevant content.

Input: Specify the paths with a slash (/) as for enclosed paths and separate multiple paths with a comma (,).

Example: /privacy, /agb

Upload files

In addition to websites, you can also add user-defined training data with files. To upload PDF documents, switch to the "Documents" tab. There are two options for uploading a file:

Option 1: Drag-and-drop

Simply drag a PDF file from your computer into the "Upload files via drag & drop" field.

Option 2: File selection

If you want to select the file manually, click on the field. This will open your computer's file explorer. Select the desired file and click on "Open" to upload it to the platform. After uploading, the file will be displayed under the upload field.

Create chatbot

Once you have filled in the necessary website details or uploaded PDF files:

• Check: Make sure that the URL entered, the paths and the uploaded PDF files are correct.
• Create: Click on the "Create chatbot" button at the bottom right of the section.

After clicking on "Create Chatbot", Konfuzio Chat will start retrieving data from the specified paths of your website. This data is used to train your chatbot to answer questions and interact with users based on the content of your website.

Confirmation and next steps

After creating the chatbot, you will receive a confirmation message. You can then proceed to customize the chatbot and configure its settings such as name, greeting messages, reply templates and more via the Konfuzio chat dashboard.

If you need additional assistance or encounter problems during the creation process, you can access our support resources or contact our customer service team for personalized help.

Fine-tune your chatbot with custom data

This guide will show you how to fine-tune your chatbot by adding custom question and answer (Q&A) data. By adding more examples, you can improve the accuracy and relevance of the chatbot's answers.

Access to the "Train Custom Data" section

1. Log in to your chatbot dashboard.
2. Select the "Train Custom Data" option in the vertical navigation menu on the left-hand side to access the fine-tuning area.

Understanding the "Train Custom Data" interface

As soon as you access the "Train Custom Data" section, you will see a prompt to improve the performance of your chatbot:

• The main heading "Fine-tune data" indicates that you are in the right section to add user-defined training data.
• A brief description explains that adding more question-answer data will improve the chatbot's responses. It recommends grouping your inputs logically and not making them too extensive to help the chatbot better understand and categorize information.

Adding user-defined Q&A data

To start optimizing your chatbot's knowledge base:

1. Click on the "+ Add data" button in the top right corner of the interface. This will take you to a new screen where you can enter your customized question-answer pairs.

Tips for adding data

• Group similar questions together to help the chatbot recognize patterns and context.
• Keep your entries short and concise so as not to overload the system with unnecessary information.
• Ensure that the answers are clear, accurate and relevant to user requests.

Adding a question

• In the dialog box, you will see a field called "Title". Click in this field.
• Enter the user question you want the chatbot to learn. This is the question that the chatbot should recognize and answer when it is asked.

Entering the answer

• Below the "Title" field, there is a larger field labeled "Data". This is where you enter the chatbot's answer to the user question.
• You can format the text using the toolbar above the "Data" field. This offers options such as bold, italics, strikethrough, insert links and more.

Formatting the answer

Use the formatting options to make the answer clear and easy to understand. For example:

• Highlight important terms in bold.
• Use bullet points to list elements.

If you are familiar with Markdown, you can also use this syntax for additional formatting.

Check your entry

Before you save your new question-answer pairs:

• Check question and answerLook at the question and answer carefully to make sure they are clearly worded and correctly formatted.
• Accuracy of the informationMake sure the answer contains accurate information and matches the knowledge base and intended capabilities of your chatbot.

Saving your training data

As soon as you are satisfied with the new training data:

• Click on the button "Save" in the bottom right-hand corner of the dialog box to save the data.
• If you want to discard your changes, click on "Cancel"to close the window without saving the changes.

Verification and storage of your data

After you have entered your user-defined question/answer pairs:

• Check data for accuracyCheck whether the data is correct and relevant.
• Make the necessary editsMake any necessary changes to ensure that the information is of the highest quality.
• Save dataOnce you are happy with the custom data, follow the on-screen instructions to save the new data to your chatbot's knowledge base.

Conclusion

Regularly fine-tuning your chatbot with updated question-answer data is essential to maintain a high-quality user experience. By following these steps, you ensure that your own chatbot is always informed and ready to help your users effectively.

Important note:

Don't forget to regularly review and update your training data to reflect new information and changing user requirements.

Use of chat sessions and offline messages for improvement

This is an important step in the continuous improvement of your chatbot, Chat sessions and Offline news to identify missing or insufficient data points. By reviewing these interactions, you can discover common user queries that your chatbot may not have answered correctly or at all. This provides you with valuable insight into which custom Q&A data need to be added or refined.

• Chat sessionsReview the logs of real interactions between the chatbot and users to find frequently asked questions that the chatbot could not fully answer. Add these questions and the corresponding answers as custom data.
• Offline newsAnalyze messages left by users outside of business hours to identify additional topics that are missing from the chatbot's knowledge base. Use this information to create new question-answer pairs and thus expand the functionality of the chatbot.

This proactive approach ensures that your own chatbot is always kept up to date and that its ability to help users efficiently and accurately is continuously improved.