Managing your bots
Once you have one or more active bots, the Dashboard is where you start to manage them. From any screen, simply click the "Dashboard" option in the upper right corner to be taken there.
At the top of the page, you will see a summary of your active bots and and messages and when your usage will reset. If you are still on a trial, you will have the option to "Upgrade" on the right side.
Below that will be a grid showing each of your bots. It shows the name, the last time it was active, and how many tokens it has used in the current period. Finally there are three dots where you can configure your bot.
When you click the three dots on a bot, you will have 5 options. We'll cover each of these below.
Share
Data
History
Settings
Delete
Share
By default, your bot will be set to Private and can only be used in Slack. To allow people outside your organization to use the bot, you have to make it Public.
The first time you click Share, you will always get this popup.
If you select "Share Settings", your screen will look like this:
There is a lot to unpack on this screen, so let's start with the main sections.
On the left side is a menu of options for configuring and managing your bot.
On the right side is your actual bot. You can ask it questions and see how it operates. This can be useful as you're making configuration changes and want to see the impact they have on the bot.
Finally, in the middle is where you actually make changes to the configuration and review the content.
As seen above, we did NOT select the option make the bot Public, we selected Share Settings. So, we only see the option to make it Public and the Bot ID. You will need the Bot ID if you are accessing the bot programmatically.
If you leave the toggle at the top set to Private, when you click the button to "Get Your Share Code", you will be shown the same prompt we saw earlier indicating that your bot is set to private.
If you toggle from Private to Public, you will see some changes.
The section for Allowed URLs will appear. You have the option to Enable your bot everywhere (the default setting) OR only on selected URLs. This is how you can restrict the bot so that it only works on particular websites. If you toggle off the "Enable everywhere" option, you will have to enter the URLs where you want it to work. As you add URLs, they will appear in a list. If you want to remove a URL, you can click the icon on the right (universal symbol for delete).
Whether you have added URLs or simply made your bot Public, the Get Your Share Code button now gives a different result. When you click it, you will see your options for deploying the bot.
There are three different ways to deploy your bot:
Webpage - this is a simple webpage page that displays your bot. You can share the link with anyone and they can access it there.
Popup Chat - this is intended to be added to your website. It inserts a chat icon onto each page. When someone clicks it, a chat window opens up. If you click the "Customize" button, you will be taken to those options. Those details are covered below.
Embedded (iframe) - this is used if you want to embed the chat window on your website without a popup. The iframe code has some default settings, but these can be customized by your webmaster to match your site requirements.
Now, let's jump back to the top of the Settings area to look at "Prompts".
Prompts
This section is, arguably, the most important AND the most complex.
First, though, is the Greeting. This is simply the first thing that the bot says when it is activated.
If you change it, you can click the Save button and refresh the screen and you will see the new prompt displayed in the bot on the right.
Next is the System Prompt. The system prompt guides the interaction with ChatGPT on the back-end. It also is critical to defining how your bot will interact with end users. We start with a default prompt and offer a number of templates for other scenarios. You can find those templates by clicking the "+Add Template" option on the right, just above the prompt, itself.
If you have done any work with ChatGPT, you know that to get the best results, you want to first tell ChatGPT "who" it is. If you tell ChatGPT that it is an "experienced application developer" and then ask it questions about legal issues, you will not get good results. The more detail you provide about who the bot is and how it is supposed to act, the better the results will be.
At the top of the page, you will see a summary of your active bots and and messages and when your usage will reset. If you are still on a trial, you will have the option to "Upgrade" on the right side.
Below that will be a grid showing each of your bots. It shows the name, the last time it was active, and how many tokens it has used in the current period. Finally there are three dots where you can configure your bot.
When you click the three dots on a bot, you will have 5 options. We'll cover each of these below.
Share
Data
History
Settings
Delete
Share
By default, your bot will be set to Private and can only be used in Slack. To allow people outside your organization to use the bot, you have to make it Public.
The first time you click Share, you will always get this popup.
If you select "Share Settings", your screen will look like this:
There is a lot to unpack on this screen, so let's start with the main sections.
On the left side is a menu of options for configuring and managing your bot.
On the right side is your actual bot. You can ask it questions and see how it operates. This can be useful as you're making configuration changes and want to see the impact they have on the bot.
Finally, in the middle is where you actually make changes to the configuration and review the content.
As seen above, we did NOT select the option make the bot Public, we selected Share Settings. So, we only see the option to make it Public and the Bot ID. You will need the Bot ID if you are accessing the bot programmatically.
If you leave the toggle at the top set to Private, when you click the button to "Get Your Share Code", you will be shown the same prompt we saw earlier indicating that your bot is set to private.
If you toggle from Private to Public, you will see some changes.
The section for Allowed URLs will appear. You have the option to Enable your bot everywhere (the default setting) OR only on selected URLs. This is how you can restrict the bot so that it only works on particular websites. If you toggle off the "Enable everywhere" option, you will have to enter the URLs where you want it to work. As you add URLs, they will appear in a list. If you want to remove a URL, you can click the icon on the right (universal symbol for delete).
Whether you have added URLs or simply made your bot Public, the Get Your Share Code button now gives a different result. When you click it, you will see your options for deploying the bot.
There are three different ways to deploy your bot:
Webpage - this is a simple webpage page that displays your bot. You can share the link with anyone and they can access it there.
Popup Chat - this is intended to be added to your website. It inserts a chat icon onto each page. When someone clicks it, a chat window opens up. If you click the "Customize" button, you will be taken to those options. Those details are covered below.
Embedded (iframe) - this is used if you want to embed the chat window on your website without a popup. The iframe code has some default settings, but these can be customized by your webmaster to match your site requirements.
Now, let's jump back to the top of the Settings area to look at "Prompts".
Prompts
This section is, arguably, the most important AND the most complex.
First, though, is the Greeting. This is simply the first thing that the bot says when it is activated.
If you change it, you can click the Save button and refresh the screen and you will see the new prompt displayed in the bot on the right.
Next is the System Prompt. The system prompt guides the interaction with ChatGPT on the back-end. It also is critical to defining how your bot will interact with end users. We start with a default prompt and offer a number of templates for other scenarios. You can find those templates by clicking the "+Add Template" option on the right, just above the prompt, itself.
If you have done any work with ChatGPT, you know that to get the best results, you want to first tell ChatGPT "who" it is. If you tell ChatGPT that it is an "experienced application developer" and then ask it questions about legal issues, you will not get good results. The more detail you provide about who the bot is and how it is supposed to act, the better the results will be.
Updated on: 15/01/2024
Thank you!