How to Configure and Publish an Eddy AI Chatbot
Support today goes beyond simple answers. Users expect instant, reliable help that understands context and delivers accurate information without friction. Document360’s Eddy AI chatbot brings knowledge and conversations together to create a smarter support experience.
From setup to publishing, Eddy AI allows teams to connect trusted information sources, test responses, and customize the experience to match their brand and workflow. Whether you’re improving self-service or reducing support load, Eddy AI helps you deliver fast, consistent, and scalable assistance.
Set Up Your Eddy AI Chatbot
- Start in the Document360 portal and navigate to the AI Chatbot section.
- Click Create Eddy AI Chatbot to begin and connect the right knowledge sources.
Add Knowledge Sources
- Connect your knowledge base, websites, text content, FAQs, files, and historical support tickets to ensure accurate and context-aware responses.
Test in the Playground
- Use the playground to safely test questions, validate responses, and refine chatbot behavior before publishing.
Customize Experience
- Update the chatbot’s name, icon, colors, position, and welcome message.
- For advanced control, add custom CSS or JavaScript and enable ticket escalation when needed.
Manage Security
- Configure trusted domains, JWT authentication, and connected domains to maintain secure access.
Publish Your Chatbot
- Click Publish to go live. Embed the chatbot on external websites or enable it directly within Document360 across all workspaces.
Monitor and Update
- Test the chatbot after publishing, and return at any time to customize settings or access the embed code.
Simplify Support with Eddy AI
- By connecting trusted sources and refining responses, Eddy AI helps you deliver fast, accurate, and consistent support at scale.