Setting up a powerful, customized AI assistant on GetGenius involves configuring various components to create an intelligent chatbot that perfectly matches your needs. This comprehensive guide will walk you through each step of the process, from basic setup to advanced configurations and integrations.
Prerequisites #
- A GetGenius account
- A project where you want to set up the AI assistant
Step-by-Step Setup Guide #
1. Prepare Your Knowledge Base #
After logging and selecting your desired project, first check the “Knowledge Base” under the “AI” tab. Ensure it contains all the necessary information your AI assistant will need to reference.
Add your content in any of these formats:
- Text documents
- FAQs
- Product information
- Company policies
- Training materials
- Customer support documentation
Best Practice: Organize your knowledge base into clear folders for better management and retrieval.
2. Create a New Assistant #
Navigate to “AI Assistants” and click “Add” to create a new assistant.
3. Configure General Settings #
Under the “General” tab, configure these essential settings:
Assistant Name:
- Choose a name that reflects the assistant’s purpose
- Consider using names that align with your brand
- Ensure the name is professional and appropriate for your audience
Welcome Message:
- Craft a greeting that sets the right tone
- Clearly communicate the assistant’s purpose
- Consider including:
- A brief introduction
- What the assistant can help with
- How to start the interaction
Visibility Settings:
- Public: Accessible to anyone with the link
- Private: Limited to specific users or groups
4. Customize AI Settings #
In the “AI” tab, you can fine-tune your assistant by configuring:
- Contexts
- AI models
- Other advanced AI settings
Contexts: Contexts are predefined behavioral instructions that guide your AI assistant’s responses:
- Customer Service: Optimizes responses for support queries
- Sales: Focuses on product information and sales assistance
- Technical Support: Provides detailed technical explanations
- General Knowledge: Balanced responses for various topics
- Custom Contexts: Create specialized behavior patterns
AI Models: Choose from several leading AI providers:
Anthropic (Recommended for Complex Tasks):
- Claude 3 Opus: Best for deep analysis and complex reasoning
- Claude 3 Sonnet: Balanced performance and speed
- Claude 3 Haiku: Fast responses for simple queries
OpenAI:
- GPT-4 Turbo: Advanced reasoning and creativity
- GPT-3.5 Turbo: Cost-effective for basic tasks
Selection Criteria:
- Task complexity
- Response speed requirements
- Budget considerations
- Language support needs
Fine-tuning Options:
- Temperature: Adjust response creativity (0.0-1.0)
- Maximum token length: Control response length
5. Connect Data Sources #
Under the “Data” tab:
- Select and add relevant entries from your knowledge base
- Add web links to enhance AI responses
Note: It’s crucial to verify your knowledge base content before this step
Knowledge Base Integration:
- Select relevant entries from your knowledge base
- Prioritize most important information
- Configure update frequency
Web Sources:
- Add URLs for real-time information
- Set crawling frequency
- Configure depth of web content analysis
6. Customize Appearance #
Use the “Look & Feel” tab to modify your assistant’s appearance and other visual settings.
7. Finalize Setup #
- Save all your changes
- Refresh the page
- Wait briefly for changes to take effect
- Click the link button for your newly created assistant to start interacting with it
8. Integration Options #
GetGenius offers powerful integration capabilities to connect your AI assistant with:
Messaging Platforms:
- Telegram: Connect your assistant to Telegram for broader reach
- WhatsApp: Enable WhatsApp Business API integration
- More platforms coming soon
Integration Process:
- Navigate to Integrations tab
- Select desired platform
- Follow platform-specific authentication steps
- Configure message handling preferences
- Test the integration
Sharing Your Assistant #
You can share the chat URL with users who aren’t registered on GetGenius, making it accessible to a broader audience.
Best Practices #
- Review and update your knowledge base regularly
- Test your assistant thoroughly before sharing
- Monitor performance and adjust settings as needed
Next Steps #
Immediate Actions #
- Begin testing with various user scenarios
- Gather initial user feedback
- Monitor performance metrics
- Make necessary adjustments
Platform Integration #
- Set up Telegram integration:
- Perfect for public-facing chatbots
- Supports group interactions
- Enables broadcast messages
- Configure WhatsApp Business integration:
- Ideal for customer service
- Supports rich media messages
- Enables automated notifications
For additional support or questions about your AI assistant setup, please contact GetGenius support through our help center or your account manager.
