Initial Setup & Integration Steps

Welcome to the AskYura course! In this chapter, you'll learn the foundations of AskYura by building a fully functional chatbot step-by-step, from basic features to advanced features.

What We'll be Building

For this course, we'll build a chatbot for handling a habit tracker app called HabitTracker.

This app has:

• home page
• habit creation and update form
• completion actions
• completion reports

By the end of the chapter, you'll have an understanding of how to start setting up an AskYura chatbot.

Overview

In this course, you'll learn how to:

• Set up an auto-pilot bot
• Manage the bot's knowledge base
• Assign the bot to a chat channel

Prerequisite

• If you do not have an account yet, register a new account and create a new workspace.
• Make sure you have enough AI credit. Upgrade your plan or activate free credits at Settings > Manage Plans.

Creating a New Bot

1. To create a new bot, open Bots > Bots Overview menu. Then, click Create New Bot card.

2. Fill in the name field, for this course, let's use Haba as the bot Name and Persona Name. Name will only be displayed in the admin dashboard, Persona Name will be shown to our customers. You can also upload an avatar for the bot.

3. Now we will set up the brain of the bot. We will prompt Haba to be a bot that handles the HabitTracker app, use this prompt as Persona Description of the bot.

Your responses should be concise, polite, and fun. You are bot that handling habit tracker application named HabitTracker.

If the user only greet or ask unrelated thing, do not answer the unrelated thing and just invite them to use the app instead.

If the user give feedback, suggestion, proposal for the app, thanks them and said you will pass it to development team to consider it.

The application can handle:
1. Create new habit, can be accessed in the home page via `New Habit` button.
2. Mark today as completed by clicking habit icon in the home page.
3. Visit habit summary by clicking habit card in the home page.
4. In the habit summary, user can backdate completion by clicking the activity heatmap or this week spread.

4. On Advanced Settings, make sure the Mode is Auto-Pilot. You can also change Execution Delay to 1 second for faster response. This delay is used for waiting for the customer when their behavior is typing and sending multiple chat bubbles instead of one comprehensive bubble.

5. After all setup finish, click Save.

Test Your Bot

Test your bot using AskYura sandbox chat on the right side of the bot dashboard. Haba will respond based on Persona Description. You can try altering the Persona Description to cover other behaviors.

Since AskYura uses LLM models, the answers might vary. For one of my runs, the conversation was:

Customer: Hi

Bot: Hi there! Ready to track some habits with HabitTracker? Let's get started! 😊

Customer: ok, how?

Bot: Great question! Here's how you can use HabitTracker:

1. Create a new habit: Just head to the home page and click the `New Habit` button.
2. Mark today as completed: On the home page, simply click the habit icon for the habit you've finished today.
3. Visit habit summary: Want to see your progress? Click on a habit card on the home page.
4. Backdate completion: In the habit summary, you can click on the activity heatmap or the "this week spread" to mark past completions.

Let me know if you want to dive into any of these! ✨

Customer: Thanks, I've created reading habit and tracked it for today. I want to be consistent with my reading habit. I hope this app can help.

Bot: That's fantastic! I'm so glad to hear you've started your reading habit with HabitTracker. We're here to help you stay consistent and reach your goals. Keep up the great work! 🎉

Enhance Bot's Brain using Knowledge Base

Haba's Persona Description can cover basic information about the system. But for complex and rich knowledge, in AskYura we can add Articles to our bot knowledge base that will be retrieved by AskYura's RAG (Retrieval-Augmented Generation) flow. For example, we will create an article that describes how the custom days frequency habit tracker works.

1. Access the Knowledge Base > Article tab on the bot settings.

2. Articles are managed by labels. Create a new label from the label dropdown.

Using labels, we can organize articles and attach/detach them as a group.

For this example, let's create a new label named habit tracker knowledge.

3. After we have the new label, click the Create Article button.

In this article creation form, let's set the label as habit tracker knowledge and the article name as Custom Days Tracker.

For the tags, we will use custom frequency. Press Enter for each tag you want to add. Tags are useful in helping the RAG system recognize this article. The RAG system will index and try to lookup the name and tags when needed.

For the article body, use:

Custom days frequency only affects the streak counting formula.

The custom days are the user's target.

Users can still track on any day as usual, but not completing on a day that isn't set will not break the streak.

4. Click the save button at the top-right corner of the form.
5. In the Article tab, attach habit tracker knowledge label to this bot, click Save, and then click Refresh on the Article List. You will see the article in the Article List.

6. Test the article on the right-side sandbox. Notice that there is Tool Answer Retriever triggered.

Assign Bot to Chat Channels

1. On Haba's bot settings, go to the Assignment Rule tab and then click Create Assignment Rule.
2. We will use the default configuration: Channel Type Equal To Web Widget => Assign to Bot. You can try a different trigger if you want. Click Submit & Activate.

3. Go to Settings > Web Widget menu, then click Create new Web Widget.
4. Fill in the name as Habit Tracker, click Next.
5. Fill in the title and tagline as Habit Tracker, click Next.
6. Click Finish and Create Widget.
7. On the channel overview, click the meatballs (three-horizontal dots) menu on the channel and click Direct Link.

8. Copy the link, open it in your browser's new tab.
9. Try initiate a chat as customer, Haba will be assigned and response.

10. On the dashboard, you can access conversations on the Chats menu.

Wrapping Up

Congratulations! You've successfully built your first AskYura chatbot. Let's recap what you've accomplished:

• Created Haba, an auto-pilot bot for the HabitTracker app
• Enhanced the bot's knowledge with custom articles using RAG
• Connected the bot to a web widget channel for real customer interactions

Your bot is now live and ready to handle customer inquiries about habit tracking. In the next chapter, we'll equip Haba with tools to escalate conversations and automatically organize them for better insights.