Chatbots

With a commercial account, you can create and share a chatbot from any conversation in Converse. Your organization’s shared chatbots are available in Apps > Chatbots.

Chatbots rely on a knowledge base of documents you upload during an origin conversation in Converse. Like any conversation, upload limits apply. See the Limitations section for complete details.

• A chatbot knowledge base can consist of up to 100 files.

• Each file can be up to 50 MB or 800 pages.

• You can upload up to 100 MB in files per upload batch.

Creating chatbots

You can create a chatbot from any new or existing conversation in your commercial organization workspace.

1. Open a new or existing conversation and add the documents that you want in the chatbot. These documents become the knowledge base your chatbot uses to develop responses. You can also add or remove files from your chatbot later.

2. (Optional) Query your documents in the conversation. During chatbot creation, you have the option to turn these queries into example prompts for your users.

3. Click Create chatbot.

4. In the creation dialog, enter the chatbot details, such as name, description, and sharing preferences. You can’t change the name later, but you can change the description or sharing settings.

5. Click Create. Depending on the number of documents added to the chatbot, this can take up to several minutes. Do not refresh or navigate away from the page during chatbot creation—if you do, creation might fail.

After your chatbot is created, you can access it in Apps > Chatbots to use, share, or edit it.

Editing chatbots

You can edit documents, prompts, and most settings for any chatbot you’ve created. You can’t change a chatbot’s name or author. You also can’t edit or delete another user’s chatbot.

During chatbot editing, you add or remove documents in the chatbot’s knowledge base, add new example prompts, and change settings and details. When you make any changes to your chatbot, a new chatbot version is published and all chat history for the previous version is deleted. If your chatbot is shared, other users also lose their chat history and are redirected to the chatbot’s latest version.

To begin editing, open the chatbot.

1. To edit the chatbot files or prompts, click Edit chatbot. The edit function returns you to the origin conversation, where you can add or remove files and add example prompts.

• To add files to the chatbot, click Add files in the documents list sidebar.

• To remove files, click the delete icon next to the file you want to remove.

• To add prompts, ask queries within the origin conversation.

When you’ve finished your changes, click Update chatbot.

1. In the details dialog, make any changes you want to settings such as sharing settings, description, or model settings. You cannot change a chatbot’s name or author.

2. Click Update chatbot. Depending on the number of documents added to the chatbot, this can take up to several minutes. Do not refresh or navigate away from the page during chatbot creation—if you do, creation might fail.

Deleting chatbots

When you delete a chatbot, all documents and chat history for that chatbot are deleted.

1. Open the chatbot.

2. In the side panel, click Delete chatbot.

3. Confirm the deletion by clicking Delete.