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This guide empowers you to leverage the power of OpenAI Assistant within Chatbot Builder AI. It allows your chatbot to personalize responses based on your business data (PDFs, docs), creating a seamless communication experience.

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Getting Started

1

Create the Assistant

  1. Navigate to Settings > Integrations > OpenAI.
  2. Click the Manage button.
  3. Click Add.
  4. Name: Choose a name that reflects the purpose (e.g., “Product Information Assistant”).
2

Define Capabilities

Configure the following settings to customize your assistant:
  • Instructions: Provide clear instructions guiding the Assistant on how to interpret and respond to user queries. Be as specific as possible.
  • Model: * Default: GPT-3.5 Turbo 16k (included with standard accounts).
    • GPT-4: Required if you want to combine Functions and Files (requires your own API key).
  • Functions: Define pre-programmed actions for specific tasks (e.g., book_appointments, connect_user_to_human).
  • Files: Upload data files (PDFs, Word Docs, Text). Max 25MB each. The Assistant will intelligently draw information from these files.
Important: Combining Functions and Files is an advanced feature that requires selecting a GPT-4 model.

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Integration Methods

There are two ways to integrate your Assistant: as the central response engine (Main System Prompt) or within specific conversation paths (Flows).
Use this method to make the Assistant the primary brain for your chatbot.
  1. Navigate to Integrations > OpenAI > Edit.
  2. Switch to the Assistant tab.
  3. Select your newly created Assistant from the dropdown menu.
  4. Click Continue.
Crucial Settings: * Ensure Default Agent (formerly Auto-GPT) is Enabled.
  • Go to Settings > General and set Default Flow (formerly Default Reply) to “None”.
This activates the Assistant for all user queries.

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Additional Tips

  • Experiment: Test different Assistant configurations (instructions, file types) to find the optimal setup.
  • Organize Data: Ensure your uploaded files are organized for clear and efficient retrieval.