AI Assistants: Your Digital Team Members

Your AI assistants aren't just chatbots - they're intelligent team members who represent your business 24/7. They learn from your knowledge, speak in your voice, and help your customers with the same care and expertise you would provide personally.

Think of each assistant as a specialized employee: one might focus on sales, another on technical support, and another on onboarding new customers. The best part? They never sleep, never have a bad day, and consistently deliver your brand experience.

What Makes AI Assistants Special

They're Context-Aware: Your assistants understand your business context, remember conversation history, and provide personalized responses based on your specific knowledge base.

They Scale Infinitely: Whether you have 10 customers or 10,000, your assistants handle each conversation with the same level of care and attention.

They Learn Your Voice: From professional and formal to friendly and casual, your assistants adapt to match your brand's unique communication style.

They Know When to Step Back: Smart enough to recognize when a human touch is needed and seamlessly hand conversations over to your team.

Creating Your First AI Assistant

Building an AI assistant is like hiring and training a new team member - you want to be thoughtful about their role and how they represent your business.

Step-by-Step Creation:

  1. Find the Assistants section in your sidebar (under Channels)
  2. Click "Create" - time to build your AI team member!
  3. Fill out their "job application" - give them a name, role, and personality
  4. Train them with your business knowledge and communication style
  5. Test and refine until they represent your business perfectly

Smart Strategy: Start with one general-purpose assistant to handle common inquiries. As you learn what customers need most, you can create specialized assistants for specific functions like sales, support, or onboarding.

Basic Configuration

When setting up your assistant, you'll need to configure these basic settings:

Company

Select the company this assistant will represent. This determines which company's information and knowledge base the assistant can access.

Base Model

Choose the underlying AI model for your assistant. This is the foundation upon which your assistant's capabilities are built. Currently, nviti-ai-1.0 is available, with more options coming soon.

Different base models offer various specializations - As we expand our offerings, you'll have access to a wider selection of models from providers like OpenAI, Google Gemini, and others to best suit your specific use case.

Agent Name

Give your assistant a name that reflects its purpose or your brand. This name will be visible to users interacting with the assistant.

Agent Description

Provide a brief description of what the assistant does. This helps your team understand the assistant's purpose and capabilities.

Conversation Tone

Define how your assistant should communicate. Examples include "friendly and professional," "technical and precise," or "casual and approachable."

Company Instructions

Provide specific guidance on how the assistant should represent your company. Include information about your brand voice, key messaging, or specific policies the assistant should follow.

Advanced Configuration

For more control over your assistant's behavior, you can adjust these advanced settings:

Max Output Characters

Controls the maximum length of the assistant's responses. Lower values create more concise answers, while higher values allow for more detailed explanations.

History Size

Determines how many past messages the assistant remembers in a conversation. A larger history size helps maintain context but may slow down responses.

Knowledge Size

Sets the character limit for knowledge base content included in each interaction. Higher values provide more context but may impact performance.

Temperature

Controls the randomness of responses (0-1). Lower values (closer to 0) make responses more deterministic and focused, while higher values (closer to 1) make responses more creative and varied.

Top P

Nucleus sampling parameter (0-1) that affects how the model selects words. Lower values make responses more focused on highly probable outcomes.

Top K

Limits word selection to the top K most likely next words. Lower values create more predictable responses.

API Key (Optional)

You can provide a custom API key if you want this assistant to use a different key than the default one configured for the base model.

Knowledge Base Integration

One of the most powerful features of assistants is their ability to leverage your company's knowledge base to provide accurate, relevant information to users.

Adding Knowledge Base Documents

To connect knowledge base documents to your assistant:

  1. Navigate to your assistant's detail page
  2. Click on the Knowledge Base Documents tab
  3. Click Attach Knowledge Base Document
  4. Select the documents you want to attach
  5. Set the priority for each document (higher priority documents are considered first)
  6. Toggle the Active status for each document

Important
The assistant will only use active knowledge base documents. Make sure to activate documents after attaching them.

Document Priority

When multiple knowledge base documents contain relevant information, the assistant will prioritize information from higher-priority documents. Use this to ensure the most authoritative or up-to-date information is used first.

Testing Your Assistant

Before deploying your assistant to customers, it's important to test it thoroughly:

  1. Create a test conversation with your assistant
  2. Ask a variety of questions that cover different aspects of your business
  3. Check if the responses are accurate, helpful, and maintain the desired tone
  4. Test edge cases and complex scenarios
  5. Make adjustments to the assistant's configuration or knowledge base as needed

Deployment Options

Once your assistant is configured and tested, you can deploy it through various channels:

Chat Widget

Embed a chat widget on your website to allow visitors to interact with your assistant directly. To set this up:

  1. Navigate to the Chat Widgets section
  2. Create a new widget and select your assistant
  3. Customize the appearance and behavior of the widget
  4. Copy the provided code snippet and add it to your website

WhatsApp Integration

Connect your assistant to WhatsApp to engage with customers on this popular messaging platform:

  1. Navigate to the WhatsApp Business section
  2. Set up a new WhatsApp Business account
  3. Link your assistant to the WhatsApp account
  4. Configure message handling rules

Other Channels

Depending on your subscription, you may be able to connect your assistant to additional channels such as:

  • Facebook Messenger
  • SMS
  • Email
  • Custom API integrations

Best Practices

Follow these best practices to get the most out of your assistants:

Setting as Primary

You can designate one assistant as the "Primary Assistant" for your company. This assistant will be used as the default for new integrations and channels.

To set an assistant as primary:

  1. Go to the Assistants list
  2. Find the assistant you want to make primary
  3. Click the action menu (three dots) and select "Set as Primary"

Optimizing Assistant Performance

  • Keep knowledge base documents focused and well-organized - Break down large documents into smaller, topic-specific ones
  • Use clear, specific company instructions - The more guidance you provide, the better your assistant will represent your brand
  • Regularly update your knowledge base - Make sure your assistant has access to the most current information
  • Monitor conversations - Review interactions to identify areas for improvement
  • Adjust parameters based on feedback - Fine-tune temperature and other settings based on how your assistant performs

Creating Specialized Assistants

Consider creating multiple specialized assistants rather than one general-purpose assistant. For example:

  • A sales-focused assistant with detailed product knowledge
  • A support assistant with technical troubleshooting capabilities
  • An onboarding assistant to help new customers get started

Troubleshooting

If you encounter issues with your assistant, try these troubleshooting steps:

Assistant Not Using Knowledge Base

  • Check that knowledge base documents are attached and active
  • Verify that the documents contain relevant information
  • Increase the Knowledge Size parameter
  • Make sure the base model supports knowledge retrieval

Responses Too Short or Vague

  • Increase the Max Output Characters setting
  • Adjust the Temperature setting (try a lower value for more focused responses)
  • Provide more detailed company instructions
  • Add more comprehensive information to your knowledge base

Assistant Not Maintaining Conversation Context

  • Increase the History Size parameter
  • Check if the conversation is exceeding the maximum token limit
  • Verify that the assistant is properly configured for the channel being used

Need More Help?
If you're still experiencing issues with your assistant, please contact our support team for personalized assistance.

Keywords

AI assistants, chatbot configuration, artificial intelligence, customer service automation, AI training, conversation AI, intelligent agents, business automation, AI customization, knowledge base integration, AI deployment, assistant optimization, conversational AI, AI support agents, automated customer service