Creating AI Bot/Agent

You can begin bot creation from multiple entry points:

From the Home screen, click on Start under Create AI Bots.

Organization Home

Or navigate to My Bots and click on Add new agent.

My Bots: Add New Agent

This opens the guided creation wizard with 3 simple steps:

My Bots: Guided Bot Creation Flow

Start by adding the necessary AI models for your bot.

• Click Add AI model and choose a supported LLM (e.g., GPT-4o).

Create AI Bot: Step 1

• Select the desired model (e.g., GPT-4o) and click Add to org.

Create AI Bot: Add LLM Models

• Switch to the Embedding Models tab and click Add embedding model.

Create AI Bot: Add Embedding Models

• Choose a model like text-embedding-3-large and add it to your org.

Create AI Bot: Select Embedding Model

• Ensure a model is selected before moving to the next step. Click Next to proceed to Step 2.

Create AI Bot: Confirm Embedding Selection

In this step, you’ll prepare the knowledge base for your bot.

• Click Go to data store to upload data.

Create AI Bot: Upload Training Data

• Click Create new Data Store and fill in the details including the embedding model.

Create AI Bot: Create New Data Store

• Once created, click Upload data to this Data Store.

Create AI Bot: Upload Data to Store

• Choose the data source (Webpage, Text, File, YouTube, or REST API).

Create AI Bot: Select Data Source Type

• After uploading, select the data store to associate with your bot and click Next.

Create AI Bot: Choose Data Store

You can now finalize and deploy your bot using one of two options:

Custom Configuration

• Enter a name, choose chat model, embedding model, and link your data store.
• Click Create to finish.

Create AI Bot: Custom Configuration

Default Configuration

• Uses preselected models for fast setup.
• Simply click Create AI Bot.

Create AI Bot: Default Configuration