Select Type
Last updated
Was this helpful?
Last updated
Was this helpful?
After your AI Chatbot had ingested information as part of its database, you can assign it a personality that dictates how your AI Chatbot responds to queries and questions.
Check our list of templates in the Select Type page to see if any of them corresponds to the kind of AI Chatbot you want to create.
We've already prepared AI Chatbot types you can select to meet specific functionalities. They are pre-programmed with behaviors to help them approach questions and tasks a specific way, making them "plug-and-play" for your convenience.
Select your AI Chatbot type by clicking on the tile you're interested in.
Here's a more in-depth description of each AI Assistant Type in the Select Type page:
Marketing Bot: Assist in marketing and recommending products, specifically serving sales representatives dealing with prospective customers.
Customer Support Bot: Deliver technical support to customer representatives.
Learning Assistant Bot: Offer educational content on IT products and services, including linking to relevant resources and adapting to the learner's specific needs.
Business Intelligence Bot: Supply employees with instant, actionable insights on market trends, performance metrics, and operational data.
Social Media Assistant Bot: Aid businesses in mastering their social media landscape, facilitating audience engagement, and refining content strategies.
Project Management Assistant Bot: Facilitate project planning, tracking, and collaboration among team members.
School Receptionist: Helpfully answer questions from parents about school matters.
Multiple Choice Bot: Help students prepare for an exam. You will make sure that your opening will be a multiple-choice question with the provided format.
Under the Customize Type (Structured) tab, we have prepared forms you can fill out with more specific instructions that you want the Chatbot to follow:
Personality: What kind of personality do you want the AI Chatbot to have when they interact with users? Are they professional, formal, or casual?
Input Instructions: What should the AI Chatbot expect when they analyze the questions or queries of users? How should they approach the thinking process?
Output Instructions: What sort of output should the AI Chatbot provide users? How should they use the information they have to answer the user's query?
Output Format: Do you have any specific format for the AI Chatbot to follow when they create responses? Should your responses focus on providing lists or paragraphs of text?
Alternatively, you can choose the Customize Type (Free Format) tab to create your own instructions. There is a sample in the Custom Prompts text box so you can have a basis on how you can instruct your customized AI Chatbot.
The Custom Prompts text box is a fully customizable prompt with no formatting, allowing you to write elaborate instructions without the constraints of the Structured format.
Use our Chat History Configuration to enable your AI Chatbot to use previous conversations with the user as the context for its current responses:
Toggled ON: When this feature is toggled on, Captivate Chat will consume more tokens but will result in the highest-possible accuracy when conversing with users. This is because the AI Chatbot will be taking into consideration all prior sessions with the user when forming its responses.
Toggled OFF: When this feature is turned off, Captivate Chat employs an optimized algorithm to determine relevance, using a significance score (cut-off 0.70) to include only the most contextually relevant interactions. This method conserves tokens but may result in slightly reduced accuracy.
While choosing your AI Chatbot Type and editing their prompts further under Customize (Structured/Free Format), you might notice the Test Your AI Assistant window with a text box on the right side of the screen.
This is a live version of the AI Chatbot you are currently designing. You can plug in questions and wait for responses. Feel free to customize other parts of your AI Chatbot and see how it can affect its responses in real time. Refresh the conversation at any time to restart your chat.
By the time you used this testing box to create the "perfect" tone of voice for your AI Chatbot, now's the time to start training.
You can proceed with the next step in three (2) ways:
Access the Select Type page by clicking on the AI Chatbot creation side bar.
Modify your AI Chatbot even further by clicking after you've made your choice of AI Chatbot variant. This brings you to a new Customize Type window with adjustable parameters, as seen below:
Clicking allows you to modify the parameters of the AI Chatbot type you've chosen. This allows you to dictate exactly how you want your AI Chatbot to "think" and engage users.
Click to go to the main Select Type page. Choose on the lower right-hand corner.
In the Customize Type view, choose on the lower right-hand corner.
In either view, you can choose to save your changes and go back to Setup > My AI Chatbots.
