How to build a customized AI-based chatbot 💬

November 8, 2023

ChatBase

Discover an Incredible Platform

Using ChatBase, you can easily create chatbots for your website or app. This platform is fantastic because it supports integration with any open language model effortlessly—no keys or coding necessary.

If your data sources contain fewer than 400,000 characters, you can create a chatbot for free.

Key Advantages of ChatBase

The main strength of ChatBase is its user-friendly interface, which supports both static and dynamic information sources. ChatBase technology can scan all pages associated with a website domain at the click of a button, allowing you to build an expert chatbot that can answer any question based on information from a specified website or other designated sources.

How will the chatbot appear on your site or app?
It will show up as a floating widget (bubble), which you can customize to fit your design preferences.

To start, click on “Create New Chatbot.” All chatbots created in the interface will be displayed on your dashboard.

✅ Setting Up Information Sources

The first and most crucial step is setting up your information sources. You can upload the following types of content:

Static Files: PDF, Word, and text files.

Text: Copy and paste any text to upload it as an information source.

Website: Add a link to any website as a source. ChatBase will scan all pages linked to the site’s domain. You can also use a sitemap (create one at https://pro-sitemaps.com).

FAQs: Create a list of questions and answers as a knowledge base.

Notion Integration: Connect your Notion account to access files stored there.

You can combine multiple information sources as needed.

✅ Settings

In the general settings, you can name your new chatbot.

✅ AI Model Configuration

With ChatBase, you can select an AI model without requiring code or integration. You can choose from the latest models like ChatGPT, Claude, or Gemini.

In the prompt settings, specify the chatbot’s role and outline the key parameters you want it to fulfill in that role.

Additionally, you can set the bot's temperature to control its behavior. A low temperature ensures the bot stays true to its instructions and information sources. Moving the temperature slider to the right allows the bot to be more flexible and conversational, drawing from its broader knowledge without strict adherence to the settings.

✅ Chatbot Interface Setup

In the interface settings, you can personalize the chatbot with options like:

Opening Message

Prompt Initiators

Chat Window Message

Additionally, you can add branding beneath the chatbot, set the chatbot name, add a profile picture or logo in the chat header, or in the chatbot bubble and customize user response colors. If you didn’t upload a profile picture, you can choose a color and set the time for the opening message.

✅ Security Settings

You can define whether your chatbot is private (for your use only) or public. Once set to public, the chatbot can be shared via a link or restricted to specific domains - marked in purple.

✅ Lead Generation

Configure your chatbot to collect leads such as name, email, and phone number for customer follow-up.

✅ Embedding the Chatbot on Your Website or App

After configuring your chatbot, click “Connect.” ChatBase provides three connection options: popup, bubble, link-sharing, or third-party app integration (Instagram, WhatsApp, Zapier, etc.).

Bubble Embedding - with a simple script.

Link Sharing - share your chatbot directly via a link.

If you want to build a chatbot that responds to customers on WhatsApp, Instagram, Messenger, and more, you can do so easily with ChatBase.