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Creating and Configuring the AI Assistant
Learn how to create an AI Assistant.

Overview

In today's fast-paced world, AI assistants have emerged as invaluable tools that streamline tasks and enhance productivity. UserGuiding's AI Assistant can help you increase the efficiency of your support operation.

 

To get started, click the +Create an AI Assistant button and select the primary language for your AI Assistant.

Sources

There are 5 different ways you can add sources for your AI Assistant:

  1. UserGuiding Knowledge Base
  2. External URL
  3. Text Snippet
  4. PDF File
  5. Guide

 

Once you add your sources, you can use the live preview to run tests.

 

 

Settings

Configure

Page Targeting: Targeting is how you determine which page or pages you want your AI Assistant to appear on.

Audience Segmentation: You can target all your users, only yourself, or specific audiences to see and interact with your AI Assistant

 

You can welcome your users with the AI Assistant by selecting "open by default," or you can hide the launcher and use custom triggers. You should also choose the container from this page.

 

Languages: AI Assistant will respond to your users in whichever language they interact with. However, if you add secondary languages and translate the fields, the welcome text and the other text components of the widget will be displayed based on the browser language of your end user.

 

Chat: You can change your AI Assistant's name, the input placeholder, welcome and protip messages, empty state, and chat button texts, and even offer question suggestions.

 

 

Depending on your selection, the AI Assistant can provide sources for its answers. If you enable user feedback options, your users will be able to rate the conversation by giving it a thumbs up/down.

 

 

A fallback message is displayed when the AI Assistant cannot answer the question. If you are subscribed to a Growth or a higher-tier plan, you can also set fallback actions, such as triggering a chatbot or opening a help center.

 

The booster is available if you'd like to draw your users' attention to your AI Assistant.

 

 

Customize: You can customize the look of your AI Assistant by adding an icon and changing the launcher position.

 

For Growth and higher plans, the option of adding a prompt modifier is available. You can provide additional instructions to alter the behavior, personality, or output of your AI Assistant.

 

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