CX Genie
  • Introduction
    • 🤖General Features
  • Dashboard
    • Overview
  • Bots
    • General Information
    • Training Data
      • FAQs
      • Articles
      • Documents
      • URLs
      • Connect with database
      • Connect E-Commerce Store
    • Bot's Knowledge
    • Workflow
      • Module Explaination
      • Dynamic Variables Explaination
      • Trigger Workflow Condition
      • Workflow Components
        • Text and Image Button: Create Text and Image message
        • Message with actions
        • Saved flows
        • Collect feedback
        • Notify agent
        • Form submit
        • Turn off auto-reply
        • Close conversation
        • Recap chat message
        • Frequent Questions
        • Capture Customer Info
        • Create Ticket
        • Auto-tagging
        • Queue list
        • Auto-assign Agent
        • Condition
        • AI API
        • API Call
        • Connect to database
        • Route
    • Settings
    • Launch bot
    • Prompt and Models
    • Webhook
    • Platform Integration
      • WordPress
      • Shopify
      • Big Commerce
      • Magneto
      • Discord
      • Slack
      • Telegram
      • Facebook
      • Instagram
      • Zalo
      • WhatsApp
    • Contacts
  • Bot's Learning
    • Bot learns from Conversations
    • Unanswered Questions
    • Connect with previous chat history for the bot to learn
  • Live Chat
    • Overview
    • List of Conversations
    • Tools of the Conversation
    • Tools
    • Chat settings
    • AI Actions
  • Ticket (Subcription Feature)
    • Ticket List
    • Create Ticket(s)
    • Edit / Update the Ticket
    • Merge Ticket
    • Ticket Settings
  • Marketplace
    • Custom Authentication V2.0
    • Product Data Sync-up
      • E-commerce Store
      • Product Data
    • White Label
    • Help Desk
    • Form Builder
  • Main Flow
    • How AI handles incoming messages.
    • Bot Learns from Conversations by Editing Auto Suggestions
    • Bot learns from conversations immediately
  • Create your chatbot by using templates
    • SAAS Template
    • Agency Template
    • F&B Template
    • E-commerce Template
    • From a Scratch
  • Others
    • Chatbot Completion
    • Escalate to a Human Agent
  • Help Desk
    • Chat/tickets
    • Team
    • View
    • Report
    • Settings
  • Categories & Tags
    • Categories
    • Tags
  • Settings
    • General
    • Members & Permission
    • Subscription
    • Activity logs
  • Referal
    • Referal of CX Genie
  • Mailbox
    • How to integrate
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On this page
  • 1. Reply
  • 2. Learning from conversations
  • 3. Automation
  1. Bots

Settings

This section will help you configure the settings for your chatbot

PreviousRouteNextLaunch bot

Last updated 10 months ago

  • This settings tab will be applied for only one chatbot you clicked.

  • There are 3 parts you need to know:

1. Reply

This section is for setting up the initial message when customers use your chatbot.

  • Default message flow section: you can use your message flow as a greeting. There will be a list of the message flows you have created before. They will replace the "Greeting" section.

  • Greeting section: You can input a greeting text to appear when your customer accesses the chatbot. Maximum to 255 characters (you can use the emoji to have a unique greeting).

  • You can use pictures (like your logo) to send with the greeting.

2. Learning from conversations

  • You can optionally choose to turn on or off the bot's learning from conversations with all customers who have chatted with you. The data will be imported into the Bot's Knowledge base, and you can decide whether to keep or delete the data.

  • When you turn on this feature, there will be some selections will appear:

    • Choose a member who can import: this will let you choose the conversation of whom you want to. If it's blank, it can be done manually.

3. Automation

  • Auto reply: When the chatbot meets an unknown question, there's a turn on-off button on the right, turn on if you want to start. You can optionally choose 1 of 3 selections to continue the conversation:

    • Input your answer: You can freely choose based on your purpose. Example: We don't have enough information to answer the question.

    • AI-Generated Answer: The chatbot will automatically reply based on the information it has, in Bot's Knowledge or the AI Model.

    • No reply: the chatbot will no longer reply to the customer.

  • Using LLM Knowledge: When you turn on this function, if the chatbot cannot find the answer, it will generate a new one based on the LLM. This makes it flexible, but sometimes it may give unrelated answers.

  • Allow the bot to use emojis in chat messages: Turning on this feature will let your chatbot use emojis, making the conversation more lively.

  • Auto-suggestion: Turning on this feature will recommend the answer for the live agent joining the conversation. To get know more about this, please head to Livechat.

  • Collect Information: Turning on this function will let your chatbot collect the information from customers. You can choose any option, but your selection must include an email or phone number. You can also choose the default zip code with phone number field, which will appear when the customer use the chatbot.

  • Auto open chat in web: when this mode is on, the chat window will automatically opens on the website when users visit, even they don't click to the chat icon.

Please remember to click the "Save changes" button before leaving.

You have 2 options to choose from when importing to the knowledge-based: Immediately or After reviewing. You can find it in ().

here
Settings Interface