How to Configure and Publish an Eddy AI Chatbot
Delivering fast and accurate support experiences becomes easier with the Eddy AI chatbot in Document360. By combining knowledge sources, websites, files, and support conversations into one system, Eddy AI helps businesses provide context-aware responses without relying on guesswork.
In this tutorial, you’ll learn how to configure the Eddy AI chatbot, connect multiple knowledge sources, customize its appearance, and publish it for your users.
Create Eddy AI Chatbot
To get started:
- Open your Document360 portal
- Navigate to the AI Chatbot section
- Click Create Eddy AI Chatbot
Begin by defining the sources the chatbot will use to retrieve information.
Add Knowledge Sources
Configure the chatbot’s content sources:
- Allow access to your knowledge base content
- Add websites using crawl links or sitemap URLs
- Create text sources by adding plain text manually
These sources help Eddy AI deliver accurate and context-aware responses.
Add FAQs and Files
Expand the chatbot’s knowledge by:
- Adding FAQs with questions and answers
- Uploading PDFs, Word documents, or text files
You can also connect platforms like Zendesk and Freshdesk to use historical support tickets as additional knowledge sources.
Test and Customize
Once your sources are ready:
- Click Create Chatbot to open the playground
- Test sample questions and review responses
- Customize the chatbot name, icon, colors, and welcome message
- Add custom CSS or JavaScript if needed
Publish the Chatbot
When you’re ready to go live:
- Click Publish
- Copy the embed code for external websites
- Or enable the chatbot directly on your Document360 site
You can also enable ticket escalation, manage trusted domains, and configure JWT authentication for additional control and security.
With the Eddy AI chatbot configured, you can deliver faster, more consistent, and reliable support experiences powered by trusted knowledge sources.