Creating a Chatbot (Experiment)

This page provides instructions for how to create a chatbot on Open Chat Studio. 

Note on terminology: On Open Chat Studio, a chatbot is synonymous with an "experiment". As such, you will see these terms being used interchangeably in the documentation below. 

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

Open

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 your LLM type

  • Base Language Model

    • Select an LLM provider

    • Select a model (e.g. GPT-4)*

    • Select a temperature (can keep to 0.7 for now, we will provide more context soon)

    • Specify the prompt for the bot

  • Assistant

  • Pipeline (this is only available when you have the pipelines feature flag enabled)

• 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. 

• Select any pre- and post-surveys and consent forms. 

• Click the create button at the end. 

Note: Please contact ocs-info@dimagi.com for information about LLM providers and models.