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Creating an Integration

1

Navigate to Integrations

From your organization dashboard, click on Integrations in the left sidebar.

2

Create New Integration

Click the Create Integration button in the upper right corner.

3

Select Type

Choose the type of integration you want to create:

  • Web Chat: Embeddable chat widget for your website
  • API Endpoint: Direct API access for custom integrations
  • Discord Bot: Integration with Discord servers
  • Slack Bot: Integration with Slack organizations
  • Microsoft Teams: Integration with Microsoft Teams
4

Basic Configuration

Enter the following information:

  • Name: A descriptive name for your integration
  • Description: (Optional) A brief description of its purpose
  • Icon/Avatar: Upload a custom icon or choose from available options
5

Connect Knowledge Bases

Select one or more knowledge bases to power your integration:

  1. Click Add Knowledge Base
  2. Select from your available knowledge bases
  3. Set priority levels if using multiple knowledge bases
6

Configure Settings

Adjust various settings according to your needs:

  • AI Model: Select the underlying AI model (e.g., GPT-4, Claude, etc.)
  • Language: Set the primary language for responses
  • Message History: Configure how many previous messages to maintain as context
  • Maximum Response Length: Set character limits for responses
7

Save

Click Create to finish setting up your integration.

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Configuration Options

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AI Model Selection

Choose the right AI model for your use case:

ModelBest ForResponse SpeedCost
GPT-4Complex queries, high accuracySlowerHigher
GPT-3.5 TurboGeneral purpose, balancedFastLower
ClaudeLong-form content, analysisMediumMedium

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Knowledge Base Priority

When connecting multiple knowledge bases:

  1. High Priority: Primary sources that should be searched first
  2. Medium Priority: Secondary sources for broader context
  3. Low Priority: Fallback sources for edge cases

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Response Configuration

Fine-tune how your integration responds:

  • Response Length: 50-2000 characters
  • Temperature: Controls creativity (0.1 = focused, 0.9 = creative)
  • Context Window: Number of previous messages to consider (1-10)

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Next Steps

Once your integration is created:

Deploy Your Integration

Choose how to deploy your integration to users

Customize Behavior

Fine-tune prompts and response templates

Monitor Performance

Track conversations and optimize performance

Advanced Features

Explore trigger buttons and advanced options

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Best Practices for Setup

  • Start Simple: Begin with one knowledge base and expand gradually
  • Test Early: Use the built-in chat interface to test before deploying
  • Clear Naming: Use descriptive names that indicate the integration’s purpose
  • Appropriate Models: Choose AI models based on your accuracy vs. speed needs
  • Monitor Usage: Keep track of API usage and costs from day one