Admin

Create an AI Chatbot

01-13-2025
NOTE
AI Chatbot can only be created from the dashboard, and only Admins can do so.

1. Activate AI Chatbot

1. Dashboard > Feature settings > Select Communication.

2. Activate the AI Chatbot feature.

2. Create AI Chatbot

Dashboard > [AI Chatbot] > Click the [+ New chatbot] button at the top.

  • You can create up to 30 chatbots in total. (Includes both active and inactive chatbots)
  • If you need additional chatbots, please contact us via 1:1 chat support.

When the create New chatbot window appears, configure the following items in order.

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Basic info Settings

  • Profile image: Register an image to serve as the chatbot's face. (If not set, Sample images will be applied.)
  • Chatbot name: Enter the name of the chatbot. (Max. 50 characters)
  • User guide (Optional): This is an instructional message that ermployees can see in the Chat room. It's helpful to include the chatbot's topic or How to use it.
  • The entered user guide can be viewed by employees using the chatbot in the Chat room.

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Document Training and Permission setting

  • Chatbot training documents upload: Register the document that the chatbot will use as the basis for its response.
  • Attention: Only 1 File of 10MB or less in size can be uploaded.
  • Supported formats: PDF, MD, TXT, DOCX, HTML, CSV, XLS, XLSX
  • Document updates: When contents need to be updated, simply delete the existing File and upload a new one.

💡 If you have multiple materials to train, please merge them into one File or create a separate chatbot for each.

  • Allow viewing of training documents: Choose whether to allow employees to directly download/view the original document.
    • Note: Viewing is only possible when the original File is in 'PDF' format. (Files in other formats cannot be viewed and are marked as impossible.)

Users and Period Settings

  • Users settings: Specify the employees who will use the chatbot.
  • Option: All employees / Specific group and job level / Specific employees (※ Admins are included by default)
  • Period of use settings: Specify the period during which the chatbot will be active.
  • Once the specified period has passed, employees will no longer be able to use it.
  • 💡 Admins can access it at any time even after the period ends, and extending the period of use will allow employees to use it again.

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Save and Done

  • Once all settings are configured, click the [Save] button in the upper right corner.

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📢 Instructions

The created chatbot can only be used in the [AI Chatbot] Menu of the Shopl app. (Settings can only be configured on PC, and usage is only available on the APP.)

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For detailed information on how to use the chatbot, please refer to the following User guide!

▶︎ Using the Chatbot >

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1:1 Chat
Click floating chat icon for 1:1 chat support.
Zoom Support
Select available time here.
Email
If you have specific inquiries, contact us at support@shoplworks.com.