Add an AI chatbot

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.

Before you can add a chatbot, you must create at AI agent. The AI agent configuration determines the LLM that is used. Note that when a user interacts with the chatbot, all user inputs are shared with the provider of the LLM.

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.