For chatbot setup and its integration into customer chat, the following steps are needed:
- Set up and access iAgent Help to manage the chat with the client through the knowledge base.
- Rules and settings for the chatbot are created in the knowledge base in iAgent Composer. The knowledge base defines how the chatbot replies to customer questions. A detailed guide on creating and setting up a knowledge base is in the iAgent Composer Manual. See the novomind iAGENT Documentation for the basics of building a knowledge base.
- The knowledge base is imported into iAgent Help (Configuration > Knowledge base management > Upload) and activated (Configuration > Knowledge base management > Update). After the message “Brain started!” appears in the top right corner, the knowledge base is active.
- A new chatbot is created in Administration -> Chat -> Chatbots (See Chatbots. : https://iagent-doc.novomind.com/en/iagent-supervisor-administration-en/supervisor-administration-chat-en/#Chatbots. The correct URL is entered in “URL to novomind iAGENT Help REST API”, and the category with the chat option is set in the “Categories” tab. Note: After configuring a chatbot, it must be activated via the chatbot list.
After the settings are saved, the chatbot can be tested in the chat frontend (Administration -> Chat -> Frontend).