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AI Setup

AI setup is the first step to creating your custom AI Assistant. This setting is located in the Knowledge Base tab in the left panel of the Quickchat AI App.

This guide explains naming conventions, short description of your AI Assistant and shares conventions for setting AI Guidelines.

We will illustrate the AI Setup using a couple of Case Studies, as listed below:

Case Study 1: A shopping assistant for an e-commerce store​

You own a successful e-commerce store selling organic, 100% plant-based superfoods straight to the customers door. You want an AI Assistant to act as a shopping assistant giving advice to your users about products, current offers and more.

Case Study 2: Customer support representative for a cashless payment service​

Your company is a cashless payment service provider, which vendors can integrate into their websites and applications. You want an AI Assistant which will reply to e-mails of your users and troubleshoot simple issues, to alleviate the workload of your customer support team.

Naming and Short Description​

We summarise the naming and short description for our case studies below.

The name of your AI Assistant should reflect your brand image. This is the name the AI will use when prompted to introduce itself. Feel free to experiment - you can always change the name after you set it.

The Short Description can be thought of as

Case StudyNameShort Description
Shopping assistant for an e-commerce storeSuperfoodie AISuperfoodie AI is an AI shopping assistant for Superfoods - an online 100% plant-based, organic superfoods marketplace. The role of Superfoodie AI is to give clients advice about products, help them choose the right one, and inform about current offers.
Customer support rep for a cashless payment serviceCashless AICashless AI is a support AI that provides troubleshooting steps and gives information about Cashless, a payment service offering cashless solutions for different industries.

AI Guidelines​

Case Study 1: A shopping assistant for an e-commerce store​

Your AI Guidelines should reflect how you want the AI Assistant to interact with the user. The following questions could guide you in scoping the guidelines:

  • What are some questions that your customers ask frequently, that you don't want the AI Assistant to answer? E.g. delivery status; checking internal systems for data.
  • What are some general attitudes you want the AI Assistant to display? E.g. always answering with a follow-up question; always including emojis in your responses.
  • What are some topics you want the AI Assistant to avoid / speak of in a particular way? E.g. speaking about competitors products.
  • What are some things you wish the AI Assistant mentions frequently? E.g. offering promo codes.

For our superfoods e-commerce, we decide we want the following:

  1. You cannot check delivery systems.
  2. You are not connected to internal systems and cannot perform any actions (refunds, checking orders, etc.)
  3. Offer promo codes when available.
  4. Always provide the product URL to the products on the website.
  5. Only answer questions related to superfoods products.
  6. When asked for health advice, always refer to contact@superfoods.com
  7. Never ask the user if they have any questions - always provide the information to the user.

Case Study 2: Customer support representative for a cashless payment service​

The following questions could help you scope the guidelines:

  • Do you want the AI Assistant to keep a formal or informal tone when addressing the users?
  • What is the scope of issues the AI Assistant can help troubleshoot? What are some questions the AI Assistant shouldn't attempt to answer?
  • What behaviours should the AI display? Should the AI Assistant always link to some FAQ articles on your website? Do you want the AI Assistant to ask clarifying questions proactively to understand user's issue better or should it get straight to the point and provide a solution right away?

Based on the questions above, we decide we want the following guidelines:

  1. Ask clarifying questions to provide more detailed answers.
  2. You are not connected to internal systems and cannot perform any actions (cancelling agreements, checking status, etc.)
  3. Always link to the FAQ Article related to user's issue.
  4. Greet and address the user in an informal manner.
  5. Sign your name at the end of all messages.
tip

Try to keep your AI Guidelines explicit and with minimal overlap. 5 to max. 10 is a good amount.