Bot logic and main instruction

Configure the model, knowledge base, temperature, main instruction, and bot variables.

Open My Bots, find the desired bot and click Change. The main parameters are now divided between the Basic and Bot Logic tabs.

Main tab

This tab sets the basic parameters:

  • Bot name - the internal name by which you will find the bot in the lists;
  • The model is the language model that will handle messages.
  • Bot database - one or more repositories with files and knowledge available to the bot;
  • Weekly report - sending an AI brief on the work of the bot to an email account.

The list of models is divided into groups Recommended, Fast and economical and Old. To the right of the name is the relative level of value: the more characters $, the more expensive the processing. For a new bot, start with the recommended model; Mini and Nano are suitable for more economical simple scenarios. Use outdated models only for compatibility and after retesting responses.

To receive a report every Monday, turn on Send a weekly report on the bot to email and save the changes. The newsletter works for an active subscription bot if the weekly report is successfully generated. Details about the content of the letter and viewing the results are collected in the article Reports & Analytics.

Bot Logic tab

Temperature.

Temperature determines the variability of responses. You can choose one of the ready-made modes:

  • Reliable - More stable and predictable responses
  • Flexible - balance of accuracy and variability
  • Creative - more diverse formulations
  • Precise setting - manually setting the percentage value.

For consulting and business scenarios, start with a robust or flexible mode, and then adjust the value based on the test results.

Systemic prompt

In the field System prompt describe:

  1. bot role;
  2. purpose of communication;
  3. procedure of action;
  4. restrictions and prohibited actions;
  5. style and format of response;
  6. Use of the database and actions.

The Improving prompt button helps to rework the instructions. Recommendations on content and structure are collected in the article How to write an effective prompt.

After changing the system prompt, press Save changes. ChatRex will retain the new version in its version history.

How to Compare and Restore the Prompt Version

  1. Press History versions above the System Prompt field.
  2. If necessary, set the period in the fields **** and to. In the left column will remain versions saved for selected dates.
  3. Select the version by date and time of saving.
  4. Compare Current version with Selected version or Previous version. Added, deleted and modified fragments are highlighted by color.
  5. If you want to return the selected text, click Apply.
  6. Close the window and make sure that the desired option appears in the System Prompt field.

The restored version becomes current and is saved as a new version. Previously saved versions remain in history. If the bot has not yet been saved after the appearance of the function, the list can display the message History versions while empty.

Their variables

In the His variables block, values are created that the bot must obtain in the dialog, for example phone, email or order_number. Name the variable in Latin, and in the description indicate what data to obtain.

After setting up, press Save changes and go to bot testing.

Next step.

Connect the platform where the bot will receive messages: Connect channels.