AI Assistants with OpenAI

Developing a Tailored AI Assistant

With AI assistant capabilities, you can create an AI assistant customised to your specific data.

This includes the ability to train your AI assistant using files, web pages, and knowledge-base articles, ensuring it is well-equipped with relevant information.

To leverage these features, an OpenAI API key is required. You can enter your API key by visiting ConverseIQ Integrations Settings.

For detailed guidance on obtaining an OpenAI API key, refer to OpenAI’s Help Article.

For the current OpenAI Model pricing please refer to OpenAI Latest Model pricing

It is important to note that changing the OpenAI API key after setting up the AI assistant may cause access issues within the Chat Flow, leading to an "Assistant not found" error during testing.

To resolve this, you will need to rebuild the AI assistant using the new API key.

Setting Up an AI Assistant

To create an AI assistant, navigate to ConverseIQ Assistants Settings and click the "Add" button located at the top right corner of the page. In the dialog that appears, you can:

  • Enter an Assistant Name: For internal identification.
  • Provide Text Instructions: To define the AI assistant’s behavior.
  • Select the OpenAI Model: Choose the appropriate GPT model for your needs. we general find that gpt-4o-mini offers the best value for money and is a very capable text Model and perfect for Chatbots.
  • Choose Data Sources: Select the sources you want to use for training your AI assistant.

Available Data Sources

You have several options for training your AI assistant:

  1. Plain Text Instructions: Define the assistant’s behavior and responses.
  2. Files: Upload documents to train the assistant.
  3. Website URLs: Provide URLs for the assistant to extract and learn information.
  4. ConverseIQ Knowledge Base: Utilise your own content created within the ConverseIQ Knowledge Base.

Training Your AI Assistant with Files

You can enhance your AI assistant by training it with various file types. There is no limit to the number of files you can use; however, OpenAI imposes a token limit based on the selected model. For more information on token limits, visit OpenAI Models Documentation.

Supported File Types:

  • PDF
  • DOCX
  • PPTX
  • TXT
  • CSV

Training Your AI Assistant with Websites

To provide accurate and comprehensive information, you can train your AI assistant using content from your website.

Ensure that each relevant page is individually inputted, as providing only the homepage will restrict the assistant's access to other pages.

Additionally, make sure the website links are accessible online. Web Application Firewalls (WAF) like CloudFlare can sometimes block the ConverseIQ bot from crawling your URLs. If this is the case please get in touch with us.


Training Your AI Assistant with a Knowledge Base

Enhance your AI assistant’s capabilities by utilising ConverseIQ’s built-in knowledge base system.

Activating this feature allows every public knowledge base article to contribute to the assistant’s training, ensuring it has access to comprehensive and relevant information.


Integrating AI Assistant into ChatFlow

Once your AI assistant is created and processed, you can seamlessly integrate it into your chat flow using the ChatGPT integration. This integration ensures that your AI assistant is effectively incorporated into your conversational workflows, providing a cohesive and intelligent user experience.

By utilising these integration options and training methods, you can develop a powerful AI assistant tailored to your specific needs and data sources within the ConverseIQ Platform. When leveraging OpenAI’s GPT models you have the tools to create an effective and intelligent assistant to enhance your chatbot capabilities.



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