Getting Started with Integrations
Creating Integrations
Step-by-step guide to creating and configuring your first integration
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:
- Click Add Knowledge Base
- Select from your available knowledge bases
- 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.
Configuration Options
AI Model Selection
Choose the right AI model for your use case:| Model | Best For | Response Speed | Cost |
|---|---|---|---|
| GPT-4 | Complex queries, high accuracy | Slower | Higher |
| GPT-3.5 Turbo | General purpose, balanced | Fast | Lower |
| Claude | Long-form content, analysis | Medium | Medium |
Knowledge Base Priority
When connecting multiple knowledge bases:- High Priority: Primary sources that should be searched first
- Medium Priority: Secondary sources for broader context
- Low Priority: Fallback sources for edge cases
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)
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
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