📄Setting up the chatbot

Step-by-Step Tutorial: Setting Up Your Chatbot

Step 1: Access the UpChatty Dashboard

  1. Open the UpChatty Platform: Navigate to the UpChatty platform and log in with your credentials.

  2. Dashboard Overview: You will see the main dashboard with your created chatbots.

Step 2: Configure Your Chatbot

  1. Chatbot Settings: On the "Edit My Chatbot" page, you can customize various settings for your chatbot.

  2. Model Selection: Choose the model for your chatbot. Available options include:

    • GPT-3.5 Turbo: High performance for general tasks.

    • GPT-4: Advanced model with enhanced capabilities.

    • GPT-4o: Latest model released by OpenAI.

  3. Temperature: Adjust the temperature to control the randomness of the chatbot's responses. A lower temperature (e.g., 0.1) makes the chatbot more focused and deterministic.

Step 3: Add Instructions and Welcome Message

  1. Instructions: Provide detailed instructions that guide the behavior and output of your AI chatbot.

  2. Welcome Message: Set a default message that greets users when they first interact with your chatbot.

Step 4: Predefined Questions and Privacy Policy

  1. Predefined Questions: Add common questions that will appear at the bottom of the chatbot window, making it easier for users to interact.

  2. Privacy Policy: Enter the privacy policy link for your chatbot, using the provided formatting options to style your text.

Step 5: Customize Appearance

  1. Chat Bubble Icon: Upload a custom icon for your chatbot. This icon will be displayed in the chat bubble.

  2. Chat Bubble Color: Choose a background color for your chat bubble.

  3. Chatbot Avatar: Upload an avatar image for your chatbot, which will be displayed in the chat window header.

  4. Theme: Switch from light to dark theme.

Step 6: Enable Leads (Optional)

  1. Leads: If you want to collect contact information through the chatbot, enable the leads option.

Step 7: Save and Finalize

  1. Save Settings: After configuring all the settings, click the "Save" button to save your chatbot configurations.

Step 8: Deploy and Test Your Chatbot

  1. Deploy Chatbot: Once saved, your chatbot is ready for deployment.

  2. Test Chatbot: Interact with your chatbot to ensure it behaves as expected and fine-tune the settings as needed.

Congratulations! You've successfully set up your personalized chatbot using the UpChatty platform.

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