This guide will assist you in creating and configuring "Agents" for use as embedded AI chatbots on your website. The Agents feature is a powerful tool that brings AI-driven interaction between you and your website visitors.
Prerequisites
Organization Setup: Ensure you have created an organization within the Await Cortex application.
Subscription: You must have an active subscription. The number of agents you can create depends on your subscription tier.
Creating an Agent
Initiate Agent Creation:
Open the “Agents“ page from the navigation menu.
Click the "+ Create Agent" button to open the creation page.
Configure Agent Details:
Name: Enter a unique name for your agent in the "Name" field.
Description: Provide a brief overview of the agent's purpose in the "Description" field.
Allowed Domain: Input your website domain in the "Allowed Domain" field. The agent will only function on the specified domain(s).
Note that the "Allowed Domain" field accepts only domain type of data, not URL. Which means without “http(s)://“ and “path“ elements.
For example:
https://www.microsoft.com/en-us/about - incorrect ❌
microsoft.com - correct ✅
Customization:
In the "Customization" area, select the already created knowledge bases you want the agent to utilize for generating responses.
Save:
Click "Save Agent" to finalize the creation process.
The information dialog will appear after successful creation.
Agents management
Agents page:
You can see the list of created agents on the “Agents“ page.
Click the “edit“ icon against the agent to open the edit page of the selected agent.
Click the “bin“ icon to delete selected agent.
Or click the agent name to open the “view agent” page.
Edit Agent page:
You’re able to change any data including: name, description, add or remove domains, add or remove knowledge bases.
Set the “Status“ toggle to “Active” if you want your agent to function or set it to “Deactivated“ if you want to turn your agent off.
Click the “Save“ button to save changes or “Skip changes“ button to cancel all changes.
Embedding and using the Agent on your website
Copy HTML Code:
From the "Embed" area, copy the provided HTML code.
Paste Code into Website:
Insert the copied HTML code into the
<body>tag of your website's HTML structure.
Interaction:
The embedded AI chatbot will appear as a pop-up chat window on your website, similar to the chatbot in the Console page of the application.
Users can open or close the chat window by clicking the "chat" icon.
The cost per message is the same as for the chatbot on the Сonsole page.
Chat History:
The chat history is preserved even if the user closes the chat or refreshes the page.
Users have the option to clear the chat history by clicking the "clear messages" icon.
By following these steps, you can effectively integrate an AI-powered chatbot into your website, enhancing user interaction and engagement. The Agents feature is designed to provide a seamless and intuitive experience for both the website owners and their visitors.