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Overview

This guide will walk you through the complete process of setting up your AI assistant, from initial creation to advanced configuration. Whether you’re building a customer support bot, sales assistant, or internal knowledge base, this guide covers everything you need to know.

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Creating Your Assistant

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Step 1: Initial Setup

  1. Access the Dashboard
    • Log in to neuraltalk.ai
    • Click “Create New Assistant” or the ”+” button
Go to Dashboard
  1. Basic Information
    • Assistant Name: Choose a descriptive name (e.g., “Acme Customer Support”)
    • Description: Brief description of your assistant’s purpose
    • Category: Select the primary use case (Support, Sales, General, etc.)
Create Bot Basic Details
  1. Language Configuration
    • Primary Language: Select the main language for conversations
    • Additional Languages: Add support for multiple languages if needed
    • Regional Settings: Configure date, time, and number formats
Language Setup

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Step 2: Personality Configuration

Choose how your assistant should communicate:
  • Professional: Formal, business-appropriate language
  • Friendly: Warm, approachable, and conversational
  • Casual: Relaxed, informal communication style
  • Custom: Define your own personality traits
Configure how detailed responses should be:
  • Concise: Short, direct answers
  • Detailed: Comprehensive, thorough responses
  • Adaptive: Adjusts based on question complexity
Set the interaction pattern:
  • Question-Answer: Direct responses to specific questions
  • Conversational: Engages in back-and-forth dialogue
  • Guided: Leads users through structured flows

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Advanced Configuration

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Greeting and Fallback Messages

  1. Welcome Message 
    Hi! I'm your AI assistant. How can I help you today?
  2. Fallback Messages
    • Configure what to say when the AI doesn’t understand
    • Set up escalation to human agents
    • Define when to ask for clarification
  3. Conversation Starters
    • Add suggested questions or topics
    • Help users understand what they can ask
    • Guide new users to common use cases

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Knowledge Base Setup

1

Upload Documents

Add your existing content:
  • PDF files (manuals, guides, policies)
  • Word documents (FAQs, procedures)
  • Text files (knowledge articles)
  • Web pages (via URL)
2

Manual Content Entry

Add specific information:
  • Frequently asked questions
  • Product specifications
  • Company policies
  • Contact information
3

Organize Content

Structure your knowledge:
  • Create categories and tags
  • Set content priorities
  • Define access permissions

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AI Model Configuration

Model Selection

Choose the AI model that best fits your needs:
  • GPT-4: Most capable, best for complex tasks
  • GPT-3.5: Fast and cost-effective
  • Claude: Excellent for analysis and reasoning

Custom Instructions

Provide specific instructions for your assistant:
  • Response format preferences
  • Brand voice guidelines
  • Specific behaviors to avoid

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Integration Settings

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Website Widget Configuration

  1. Visual Customization
    • Choose widget position and size
    • Match your brand colors
    • Upload your logo
    • Select animation preferences
  2. Behavior Settings
    • Set when the widget appears
    • Configure auto-open triggers
    • Set conversation persistence
    • Enable typing indicators

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Platform-Specific Settings

  • Configure business profile
  • Set up message templates
  • Configure webhook endpoints
  • Test message delivery
  • Set up bot permissions
  • Configure slash commands
  • Set up channel monitoring
  • Configure user authentication
  • Generate API keys
  • Configure webhooks
  • Set up authentication
  • Test API endpoints

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Testing and Validation

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Pre-Launch Testing

  1. Conversation Testing
    • Test common questions
    • Try edge cases and unusual inputs
    • Verify response accuracy
    • Check conversation flow
  2. Integration Testing
    • Test on all target platforms
    • Verify message delivery
    • Check error handling
    • Test user authentication
  3. Performance Testing
    • Monitor response times
    • Test under load
    • Verify scalability
    • Check resource usage

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Quality Assurance

1

Content Review

  • Verify all information is accurate
  • Check for outdated content
  • Ensure brand consistency
  • Validate contact information
2

User Experience Testing

  • Test from user perspective
  • Check mobile responsiveness
  • Verify accessibility features
  • Test different browsers
3

Analytics Setup

  • Configure tracking
  • Set up conversion goals
  • Enable conversation logging
  • Set up alerts and notifications

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Launch Checklist

Before going live, ensure you’ve completed:
  • Assistant name and description configured
  • Personality and tone settings applied
  • Knowledge base populated and organized
  • Greeting and fallback messages set
  • Visual styling matches brand guidelines
  • All integrations tested and working
  • Analytics and tracking configured
  • Team trained on monitoring and management
  • Support processes defined
  • Backup and recovery procedures in place

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Post-Launch Monitoring

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Key Metrics to Track

Engagement

  • Conversation volume
  • User satisfaction scores
  • Response completion rates
  • Time to resolution

Performance

  • Response accuracy
  • Escalation rates
  • Error rates
  • System uptime

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Continuous Improvement

  1. Regular Reviews
    • Weekly conversation analysis
    • Monthly performance reports
    • Quarterly strategy reviews
    • Annual platform updates
  2. Content Updates
    • Add new FAQs based on user questions
    • Update product information
    • Refresh policies and procedures
    • Remove outdated content
  3. Feature Enhancements
    • Add new integrations
    • Implement advanced features
    • Optimize conversation flows
    • Enhance user experience

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Troubleshooting Common Issues

  • Check API key configuration
  • Verify model selection
  • Review rate limits
  • Check network connectivity
  • Review knowledge base content
  • Check training data quality
  • Adjust model parameters
  • Add more specific examples
  • Verify webhook URLs
  • Check authentication tokens
  • Review platform permissions
  • Test API endpoints

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Next Steps

Now that your assistant is set up, explore these advanced features:

Training Your Assistant

Learn how to effectively train your AI with your knowledge base

Website Integration

Add your assistant to your website with our easy integration

Styling & Customization

Customize the appearance and behavior of your assistant

Advanced Tools

Add powerful tools and workflows to extend capabilities