Add an AI chatbot
This is currently an experimental feature. Terms of service may change in future. If you have any questions or feedback, please contact your Grexx Coach.
You can add an AI chatbot to your application for your users to interact with. The chatbot is aware of your application's design and the available activities. Users can ask the chatbot questions about what the application does and how to use it. They can also ask the chatbot to perform activities for them.
To add a chatbot, you need to:
- Create an AI agent. You can specify the AI model you want to use and give the agent instructions and context.
- Add an AI widget to a view. You can specify whether the chatbot uses text or speech, configure the opening message, and specify the activities it can perform, among other options.
Create an AI agent
When you create an AI agent, you specify the AI model you want to use and the prompt that it should follow. You can create different AI agents to suit different use cases. For example, you might want to use an AI model that is optimized for real-time text and audio for a chatbot on your homepage, but use an advanced reasoning AI model to provide users with assistance on a page displaying complex data.
Grexx Platform currently supports the following AI models:
| Name | Provider | Identifier |
|---|---|---|
| Claude 3.5 Haiku | Anthropic | claude-3-5-haiku |
| Claude 3.5 Sonnet | Anthropic | claude-3-5-sonnet |
| Claude 3.7 Sonnet | Anthropic | claude-3-7-sonnet |
| DeepSeek Chat | DeepSeek AI | deepseek-chat |
| DeepSeek Coder | DeepSeek AI | deepseek-coder |
| DeepSeek Reasoning Model | DeepSeek AI | deepseek-reasoner |
| Gemini 2.5 Flash | Google DeepMind | gemini-2.5-flash-preview-04-17 |
| Gemini 2.5 Pro | Google DeepMind | gemini-2.5-pro-preview-03-25 |
| GPT-4o | OpenAI | gpt-4o |
| GPT-4.1 | OpenAI | gpt-4.1 |
| GPT-4.1 mini | OpenAI | gpt-4.1-mini |
| GPT-4.1 nano | OpenAI | gpt-4.1-nano |
| o3 | OpenAI | o3 |
| o3 mini | OpenAI | o3-mini |
| o4-mini | OpenAI | o4-mini |
To confirm the availability of AI models, please contact your Grexx coach.
To create an AI agent:
- From your Studio, navigate to Agents and click Create Agent.
- Enter a Name to identify the agent in the Studio.
- In the Text model and/or Speech model field(s), enter the identifier (as listed above) for the model snapshot. For example,
gpt-4o-realtime-preview-2024-12-17. - Use the Prompt and Context fields, to provide instructions for the agent:
- Use the Prompt field to provide the agent with general instructions on how it should behave, its purpose, and its name. You can also include template functions. For example, you might use
user.Current userto reference the user's first name so you can tell the agent how to address the user. - Use the Context field to provide the agent with information so that it can respond to requests more accurately. You can include template functions to incorporate data from the application. For example, if you want to use the chatbot to answer customer queries, you might direct the agent to the current user's purchase history.
- The contents of both fields are combined into an initial prompt for the AI model. If the contents of the Context field changes during an interaction (for example, because the values returned by template functions change), this is sent to the AI model as a further prompt.
- Use the Prompt field to provide the agent with general instructions on how it should behave, its purpose, and its name. You can also include template functions. For example, you might use
- When you have finished, click Save. The agent is created. You can now add the agent to your application.
For more information about prompts, refer to the documentation for the AI model.
Add an AI chatbot widget
Once you have created an AI agent, you can use the agent in an AI chatbot. When a user interacts with the chatbot, information provided by the user and data from your application are shared with the provider of the AI model. For more information about how that data is stored and used, refer to the AI model provider's terms of service.
To include a chatbot widget in a page of your application:
- From your Studio, open the view for the relevant casetype, such as the homepage. For more information about creating pages and views, see Display content to users.
- Add the AI widget to the view.
- Select the AI agent you want to use and specify whether it should use text or speech. Only select Speech if the model supports it.
- The chatbot can help users to perform activities.
- To display the activity form (with populated fields) for the user to submit themselves, select Show form. To allow the chatbot to perform the activity without further input from the user, select Quick activity.
- To limit the activities that the chatbot can perform, enable Custom activities enabled. Select one ore more activities from the Custom activities picklist and then enable either Include to restrict the chatbot to performing only the selected activities, or Exclude to allow the chatbot to perform all activities other than those you have selected.
- Use the First message to specify the default text that is displayed before a user starts interacting with the chatbot.
- Configure the widget rights to specify the user roles that can see the chatbot.
You can now test the chatbot from your Development environment. You many need to tweak the prompts in the agent settings to achieve the behavior you want. Keep in mind that AI models are designed to learn from experience, so the chatbot's behavior will evolve over time.