Other Artificial Intelligence (AI), Bots
Create a custom bot for a focused task by defining its purpose, setting instructions and response behavior, adding guardrails, and supplying reference materials it can use for context.
Steps to build a bot
Open the sidebar, select "My Menu" > "Bots" > "Create New Bot"
Step 1:
Name your bot
Give it a clear name and short description so teammates know what it does.
Step 2:
Add instructions and tone
Define the role, boundaries, and tone. Say what the bot should and shouldn't do.
Step 3:
Upload supported sources
Add files and URLs that you want to use as your Knowledge Base.
Step 4:
Create the bot
Once created, you can choose whether to make the bot available to all users or only selected users. Bots made available to others appear on the Discover Bots page and can be accessed by the users you selected.
Step 5:
Test before publishing
Run realistic questions. Check that responses are accurate, relevant, and aligned with the bot's instructions. Look for hallucinations or gaps.
Step 6:
Update or remove
Keep your sources and instructions current. If a bot is no longer needed, remove it.