How to Configure and Publish an Eddy AI Chatbot
Delivering fast and accurate support experiences is easier with AI-powered chatbots. Eddy AI chatbot brings your knowledge and conversations into one unified system, enabling context-aware responses without relying on guesswork.
In this tutorial, you’ll learn how to configure the Eddy AI chatbot and adapt it to your support workflow, using multiple data sources and customization options to deliver consistent and reliable answers.
Create Eddy AI Chatbot
To begin setting up the chatbot:
- Log in to your portal and navigate to the AI Chatbot section.
- Click Create Eddy AI Chatbot.
- Start by defining the sources the chatbot will use to retrieve information.
This step lays the foundation for how your chatbot understands and responds to user queries.
Add Knowledge Sources
Configure the chatbot’s knowledge sources:
- Knowledge Base: Allow access to all content or restrict it by workspace, language, or category.
- Website: Add crawl links, sitemaps, or individual URLs for content extraction.
- Text Sources: Enter plain text manually for quick content addition.
These sources ensure the chatbot delivers accurate and context-aware responses.
Include FAQs and Files
Enhance responses using structured and document-based data:
- Add FAQs by entering questions and their corresponding answers.
- Upload files such as Word documents, PDFs, or text files.
- Use these inputs to expand the chatbot’s knowledge coverage.
Connect Support Tickets
Leverage historical support data:
- Integrate ticketing platforms like Zendesk or Freshdesk.
- Use past tickets as a knowledge source for real-world query handling.
- Improve response accuracy based on previous support interactions.
Test in Playground
Once sources are added:
- Click Create Chatbot to access the playground.
- Test different queries in a safe environment.
- Review and refine chatbot responses before going live.
Customize Appearance
Adjust the chatbot’s look and feel:
- Set chatbot name, icon, colors, and position.
- Configure a welcome message.
- Add custom CSS and JavaScript for advanced styling.
Enable Ticket Escalation & Security
Configure advanced settings:
- Enable ticket escalation for unanswered queries.
- Allow users to raise tickets via integrated help desks.
- Manage trusted domains and configure JWT authentication.
Publish and Deploy
Make your chatbot live:
- Click Publish to activate the chatbot.
- Embed it on external websites using the embed code.
- Enable it directly on your site using the launch toggle.
Manage and Update Chatbot
Maintain and improve your chatbot:
- Return to the chatbot section to customize anytime.
- Access the embed code whenever needed.
- Continuously refine sources and responses for better performance.
With Eddy AI chatbot configured, you now have a unified support system where knowledge and conversations work together seamlessly, delivering fast, accurate, and consistent responses to your users.