Chatbots

Proto streamlines chatbot creation by automatically gathering information from your website, files, or text snippets. This feature simplifies the process of creating a virtual assistant, enabling automation and scalability in your customer support endeavors.

Create a chatbot

Creating your virtual assistant can be easily done by following these steps:

To train your chatbot, click on Add URL, input the URL of your website, select the Crawl option, and then click Train chatbot on URL. This process enables the chatbot to gather information and learn from the entire content available on your site.

Note: Not all websites can be effectively scraped. This may be due to formatting inconsistencies, permission restrictions, or issues with site mapping. If you encounter difficulties uploading a site, we recommend transferring the content to a Google Doc instead.

Limit training to a single URL

You also have the option to train your chatbot only on a selected URL. To do so, simply choose the Single URL option.

Enable proxy bypass

There are instances where the chatbot may not be able to provide users with a response. One possible cause could be difficulties accessing your website due to restrictions imposed by a proxy server. In such cases, you can Enable proxy bypass to circumvent this issue and ensure seamless interaction with the chatbot.

Exclude pages from being crawled

You can restrict the training of your chatbot to specific pages of your website by listing the corresponding URLs under Exclude patterns. Moreover, you can efficiently exclude a page and its subpages by adding a pattern. For instance, the image below exempts all pages starting with *https://example.com/blog/.*

Additionally, you have the option to train your chatbot using specific FAQs or any other text information you may possess. This serves as an alternative in scenarios where your company's website isn't updated or if you don't have a website.

After inputting the training details, proceed to the Launch tab. Enter the name of your chatbot and finally click Launch. You can then check the training status of your sources by reviewing them in the New Content section.

Click on the provided shareable link to access the generated chatbot. From there, you can interact with it and test its functionality.

Personalize chatbot

Before launching your chatbot, you can personalize its behavior with the following configurations:

Welcome Message

You can set the welcome message sent to the user.

Custom prompt

To further customize your chatbot, you can create instructions dictating its behavior. This may include setting the tone, brevity, directness, and how it responds to complex queries. For creating effective prompts, you may refer to this guide.

Fallback behavior

You can also set the fallback behavior when your chatbot encounters a query or input that it can’t understand or handle effectively. You may either close the conversation of transfer to agent

Note: Transfer to agent is still a Work in Progress .

Manage chatbots

To switch between chatbots, simply select from the dropdown list as demonstrated below. Moreover, you have the option to create new chatbots.

Allowlist Proto for URL scraping

If your website is hosted with a service provider like Cloudflare, your URLs might be inaccessible to the chatbot. This can occur because many web service providers automatically block automated web traffic.

To fix this issue on Cloudflare: