Setting up AI Chatbot

To help you set up the chatbot in FlowMattic, here’s a detailed step-by-step guide. FlowMattic’s chatbot integration is powered by OpenAI’s assistant API, and you can manage it from the FlowMattic -> Chatbot menu.

Step-by-Step Guide to Setting Up the Chatbot in FlowMattic:

Step 1: Access the Chatbot Settings

1. Navigate to your WordPress dashboard and locate FlowMattic in the side menu.
2. Under the FlowMattic section, select Chatbot. This will open the chatbot configuration dashboard.

Step 2: Setup Configuration

• Chatbot Name: Set the name of your chatbot (e.g., “FlowMattic Support”) in the input field.
• Choose Connect: From the dropdown menu, select the OpenAI connection to integrate your chatbot. Make sure your OpenAI API account is connected.
  • To connect your OpenAI account, click on the link provided in the settings to authenticate and connect your OpenAI API.
• Choose Assistant: From the dropdown menu, select your OpenAI assistant or create a new one by clicking on the “Create Assistant” button.

Step 3: Set Welcome Text and User Input Placeholder

• Welcome Text: Customize the welcome message (e.g., “How may I help you today?”). This is the first message the user will see when interacting with the chatbot.
• User Input Placeholder: Provide a placeholder text for the input field, such as “Ask me anything here.”

Step 4: Instructions for the Chatbot

• Instructions: Define the purpose of the chatbot by entering instructions (e.g., “You are a web assistant that answers questions related to FlowMattic. FlowMattic is a WordPress plugin for workflow automation…”). These instructions guide the assistant’s responses.

Step 5: Select the AI Model

• AI Model: Choose the appropriate AI model (e.g., gpt-4-turbo-preview) from the dropdown to ensure the assistant uses the right version of the OpenAI model.

Step 6: Enable Session Persistence

• Load User Session Chats: Toggle this option to Yes to allow the chatbot to remember the user’s previous conversations when they revisit the chat.

Step 7: Save Settings

• Once all the configurations are done, click on the Save Changes button to apply the settings.

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Step 8: Content Configuration

1. Switch to the Content tab.
2. Here, you can upload text documents or PDFs that contain relevant information to help the chatbot answer queries.
   • Click on Add Source to upload any content files like text files or PDF files, which the chatbot can reference to provide more detailed responses.

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Step 9: Action Settings

1. Go to the Actions tab to configure events and actions for the chatbot’s responses.
2. Event: Select “Chatbot Response Generated” to trigger actions whenever the chatbot replies.
3. Action: Choose to either trigger a workflow or send the response to a webhook.
4. Workflow: From the dropdown, choose a workflow (e.g., FlowMattic Chatbot) to trigger when the chatbot generates a response.
5. Webhook URL: Enter the webhook URL you want to send the data when the chatbot response is received.

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Step 10: Style Customization

1. Switch to the Style tab to customize the chatbot appearance.
   • Page Background: Set the background color for the chat page.
   • Buttons and Chatbot Message Background: Choose a color for the chatbot’s messages and buttons.
   • User Message Background: Set a background color for user messages.
   • Loading Animation: Select the type of loading animation (e.g., Wave Dots) to be shown while the chatbot processes a reply.
   • Chatbox Icon: You can upload an icon to represent the chatbot on the page.

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Step 11: Monitor Conversations

1. Finally, switch to the Conversations tab to monitor and view the interactions the chatbot has with users. You can review past chats and analyze the responses.

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Embed Chatbot

FlowMattic allows you to easily embed your chatbot directly into any page or post using a shortcode, iframe, or popup. In the Shortcode option, simply copy the provided shortcode and paste it into the desired page or post where you want the chatbot to appear. You can also customize the display options such as width and height to ensure the chatbot fits well within your page layout. The iFrame and Popup options provide additional flexibility for embedding the chatbot in a separate window or as a popup for user interactions.

Share Chatbot

To share your FlowMattic chatbot through a link, you can use the URL provided in the Share Chatbot section. This option is ideal if you want to allow users to access the chatbot via a custom URL or if you need to share it directly without embedding it into a website. To configure access restrictions or password protection, ensuring that only authorized users can access the chatbot, you need to use the embed option like shortcode or iframe. This is particularly useful for scenarios where you need controlled access to the chatbot’s features and functionality.

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This step-by-step guide helps you set up and customize the chatbot within FlowMattic. After following these steps, your chatbot will be ready to handle queries based on your defined configurations and connected workflows.