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Get started by watching the OCS 101 video (a refresher from the earlier section of the wiki).

Video: How to Build an OCS Chatbot
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Creating a Chatbot 

This section assumes you have: created and tested a chatbot prompt on prompt builder, saved your prompt and identified and created source material as needed. It also assumes you have created any pre- and post-surveys and consent forms you'd like to use in your chatbot. 

. Navigate to the Experiments page and click the "Add New" button on the top right. The following steps cover the basic inputs necessary to create a chatbot (i.e. experiment). More detailed information on the other options will be added to this wiki soon. 

  • Give your chatbot (experiment) a name and description. 
  • Select an LLM provider (currently the only option is OpenAI)*
  • Select a model (e.g. GPT-4)*
  • Select a temperature (can keep to 0.7 for now, we will provide more context soon)
  • Select your chatbot prompt from the drop-down menu
  • Add a seed message (e.g. "hi"): every time a new chatbot session is initiated (e.g. by a user on WhatsApp/Telegram/web), this message will be sent to the chatbot behind the scenes so that the bot knows to kick off the conversation. It's important to add the seed message because this enables the first message of any interaction to be sent by the chatbot. 
  • Click the create button at the end. 

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