Configue and Request a Bot

In this article, we will go through the process of requesting and configuring a bot in Cetegra AI.

Requesting and Configuring a Bot #

We start by clicking the “Request New” button on the landing page.

Fill in Bot Details #

Fill in the bot name and the bot’s purpose.

Click “Request Bot.”

Approval #

When the bot has been approved (dependent of your company’s configuration), the bot is ready to be configured.

You will find the bot on the landing page.

Click “Set up.”

Customize Bot Information #

Start by customizing the bot information.

• Greeting Message: How the bot should greet the user. Default is “Hello, how can I assist you?”
• Icon and Preferred Color: Choose an icon and a color for the bot.
• Link: Add a link if required.

Click “Next.”

Access Management #

Select users or AD groups that should have access to the bot.

Here you can also assign the Owner role to other users, so that multiple users can manage the bot.

Click “Next.”

File Uploading #

Upload relevant files to support the bot’s responses.

• Type of Files: Both folders and single files can be uploaded. Drag and drop files in the file drop area.
• Progress Status: The upload process will show progress status.
• File Table: Uploaded files and folders will be visible in the file table.
• Organize Files: Create folders for organizing files.
• Manage Files: Delete files or folders by clicking the delete icon, and change file names by clicking the pencil icon.
• External Data: Choose if the bot should use knowledge from external learning models.

Click “Next.”

Configure Settings #

This step is where the bot’s behavior, usage limitations, and other settings are configured.

Bot Visibility #

• Visibility: Choose if the bot should be visible to users with access, or hidden.

Cost Control Section #

• Chat History Storage: Enable or disable. If enabled, choose the chat history length (short, medium, long, very long).

Messages #

• User Message Length: Set the max user message length (short, medium, long, very long).
• Daily Messages: Set the max daily messages per user (default 100).
• Bot Response Length: Set the max bot response length (short, medium, long, very long).

Advanced Settings Section #

• AI Model: Select the AI model to be used.

• Response Style: Choose the response style for the bot. Options are:

  • Basic information and open-ended or detailed recommendations (default)
  • Complex or in-depth exploration
  • Highly imaginative ideas or creative text

• Alter Bot Behavior: Adjust how the bot should respond by altering the default configuration or adding new instructions.

• Consent Disclaimer: Alter the default consent disclaimer, e.g., “Don’t use the output from this bot externally.”

Click “Save.”

Finalization #

The dataset is now being indexed, and the bot will be ready to use shortly.

Now you can start using the bot!