Creating Chatbots

Our GPT bots enable you to answer questions trained on your business data and ask questions to collect actionable data and write the data to Google Sheets for further analysis and insights. We'll walk you through the steps to creating a chatbot in this section.

How To Create a Chatbot

Define a goal for your chatbot and your chatbot will work to collect data and help you achieve your goal. Good examples for your goal:

• Generate leads for a pool cleaning business, Acme Pool Cleaning.
• Screen potential candidates for a software developer position at Google.
• Provide customer support to people who purchased from my Shopify store.

The goal or purpose you give to your chatbot in this step is then added to the Base Prompt which is used to give GPT instructions and if you want to change the goal or instructions, you can do that later in your chatbot settings by editing the Base Prompt.

Next, you add documents that will train GPT to respond using your business data. You can upload PDFs, scrape webpages, manually input key data, and connect Google Sheets. In this example you can see multiple Google Sheets have been connected to a single chatbot. You'll want to kearn more about data sources and how to prepare your data.

Your chatbot will collect data from a user in a chat session and write the data to a Google Sheet. You can also get the data delivered via Webhook to a 3rd party system, or use our API to collect the data and deliver it programmatically. In this step, select from our suggested data points, or add your own custom data points. Your chatbot can be persistent about collecting required data if you indicate the data point as required. At a minimum, you need one data point, so you can select "Name" and that will make your conversaitonal experience more personalized.

You can set some basic rules of engagement for your chatbot including a welcome or greeting message. You can also choose a leading question which is a great conversation starter, while allowing you to collect valuable first-party data. Set the tone for your chatbot and the tone will be added to the Base Prompt.

You will give your chatbot a name and then you can test it out. If you need to make changes including the data you want to collect, the data you want to share, or add, or remove any documents to train AI, you can do that in Bot Settings