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Setup Guide

The Setup Guide facilitates faster app building for platform users. It offers a guided, step-by-step process that provides a comprehensive overview of all XO features.
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The Left Navigation Menu

The Left Navigation Menu available on the setup guide provides access to the following options:

  1. Train

    1. GenAI Answers: GenAI Answers allows your AI chatbot to generate insightful and accurate responses by using external sources of information, such as web pages and documents.

      Ingest from Webpage Integrate articles, FAQs, or documentation pages for comprehensive and reliable results.

      Ingest from Document Supports various document formats, including:

      • PDF
      • DOCX
      • PPTX
      • TXT

    2. Custom Answers: The Custom Answers (FAQs) allow you to define precise responses to specific questions. This is particularly useful when you don’t want your AI chatbot to generate answers using GenAI. Click + Add FAQ to add a new FAQ.

    3. Bot Actions: Bot Actions allow you to train your AI chatbot to perform specific tasks during conversations, providing a seamless and interactive user experience. You can select a template from the marketplace, or build your custom dialog using the DialogBuilder.

  2. Configure

    1. Style: Customize the look and feel of your AI chatbot to create a seamless and engaging experience for customers on your website. Explore various options to customize its appearance for personalization within the product.

      Customization Options:

      • Style & Avatar
      • Welcome Screen
      • Chat Screen

    2. Agent Handoff: Enable your AI chatbot to transition conversations to human agents when it cannot resolve customer questions or requests. Specify scenarios where the chatbot should escalate to a human agent.

  3. Deploy

    1. Channels: Deploy your AI chatbot across multiple channels, including web, voice, and messengers. Configure the channels through which it will engage with the customers.

    2. Publish: Publishing your AI chatbot makes it live, activating all changes and updates. It also enables version control, allowing you to manage and track releases. Learn more.

  4. Explore Analytics: Gain valuable insights into your AI chatbot’s performance and interactions through comprehensive analytics. The Kore.ai XO Platform offers various dashboards to track real-time data and assess how your virtual assistant is performing over time. Learn more.

Related Links

Quick Start Guide
Guided Onboarding