Learn to create an Expert bot in Remora, tailored to provide specialized knowledge and assistance in your Promote programs. This guide will walk you through each step, ensuring a smooth setup of your AI assistant.
Content in this article
- Introduction to the Expert Bot
- How the Expert Bot Works
- How to Create an Expert Bot Step-by-Step Guide
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Manage Your Bots
Introduction to the Expert Bot
An Expert bot is designed to provide specific expertise in a conversational format, accessible via a dedicated tab in Promote programs. These bots are perfect for answering inquiries and delivering content-centric assistance, tailored to align with your unique training materials. This customization makes them an indispensable part of your Promote programs, enhancing the learning experience with targeted support.
How the Expert Bot Works
The Expert bot is powered by Remora, which uses AI technology to create smart and helpful interactions. Remora includes a user-friendly framework that simplifies the process of creating bots, making it easy to customize them for specific roles and purposes on the Promote platform.
On the Promote platform, the bot interacts with program members by answering questions and providing information based on its defined expertise and resources. This bot is instructed to maintain a consistent communication style that reflects the specific personality traits you assigned to it. Learn how to get access to Remora here >
How to Create an Expert Bot Step-by-Step Guide:
A tip before starting: When creating your Expert bot, be sure to enter only the specific details requested at each step. Remora's prompt framework is designed to handle the rest. Adding extra information beyond what is asked can lead to conflicting prompts, potentially hindering your bot's performance. Now, with that in mind, let’s start creating the Expert bot!
Create the Bot in Remora
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Select Bot Type:
- Navigate to the bot creation page in Remora.
- Click the "Create" button under the "Expert bot" option.
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Name Your Bot:
- Enter a name for your bot
Note: Choose a personal name for your bot, such as Kevin, to help it present itself more personally in chats. Avoid generic titles like "Coaching Expert Bot". - Click the "Next" button to proceed.
- Enter a name for your bot
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Define the Bot's Profile:
- Specify the job title
- Detail the bot’s expertise
- Describe how the bot assists users, such as answering FAQs or providing course information.
- Click "Next" to continue.
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Upload Resources:
- Decide if the bot needs resources to function effectively by toggling the resource option.
- If resource toggle is on, upload up to 10 files that the bot will use to answer queries.
- Click "Next" after all files are uploaded.
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Customize the Bot’s Personality:
- Select the bot’s native language and communication tone.
- Set a favourite expression for the bot when unable to provide an answer, such as a humorous fallback statement.
- Click "Create [name of your bot]" to finalize the bot.
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Confirmation:
- A confirmation message displays the bot’s creation with an ID you will use to integrate the bot on Promote.
Add the Bot to Promote
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Integrate with Promote:
- Log into Promote and go to the admin view.
- Navigate to the AI Assistants tab in the Global menu and click "Add new assistant."
- Enter this information:
General details (the bot's name, internal name, external ID from Remora, Integration, description and an image for the bot) - Available for (specify access roles: learner, coach, facilitator)
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Button details (You can also add quick prompt messages to help the program members get the conversation started with the AI assistant.)
- Click "Save"
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Add Bot to a Program:
There are two ways to add a Bot to a Program.
a) Assign the assistant directly to the program
- Select a program in Promote.
- Go to the program’s Settings and the AI assistants tab.
- Select your bot from the dropdown menu and click "Add new assistant."
b) Add directly to an Assignment or Task as a resource
Assistants added this way can be reused in other programs just like any other resource. You can learn more about adding resources here >
Congratulations! The Expert bot is now ready to interact with program participants, offering a tailored, expert-driven user experience.
Manage Your Bots
Edit Bots
Make updates to your bots at any time, such as altering their profiles or adding additional resources. Simply navigate to the “My Bots” page on Remora, and select the "Edit" option next to the bot you wish to modify. Changes are applied immediately across all Promote programs where the bot is active.
Duplicate Bots
To create a copy of an existing bot for a new project, simply go to the 'My Bots' page in Remora, and click 'Duplicate' next to the bot you want to replicate. The new bot will be automatically named after the original, with a sequential number appended to it.
Delete Bots
To remove a bot, go to the specific bot’s page, scroll down, and select "Delete Bot." This will permanently remove the bot from your account.
Request more Bots
If you need more bots than your current limit allows, please email us at support@promoteint.com for assistance. See pricing here >