Getting started
The shortest path from an empty console to a published assistant that answers from your content.
This section takes you from a fresh account to a working assistant on your website. If you prefer to understand the vocabulary first, read Core concepts. If you want to move fast, follow the path below.
The quick path
- Create an assistant. Give it a name and a short description. See Create an assistant.
- Add knowledge. Point the assistant at a website, upload a few files, or write a handful of FAQs. See Knowledge.
- Set how it replies. Write a welcome message, add starter buttons, and set the answering style. See General settings.
- Add rules if you need them. Use Flows to control how the assistant handles specific kinds of messages.
- Set up escalation. Create a Help Desk so visitors can reach your team when the assistant cannot help.
- Publish. Copy the embed snippet into your website. See Publishing.
- Operate. Read conversations in the Inbox, track answer quality with Improvements, and watch the numbers in Insights.
How answers are produced
When a visitor sends a message, the assistant does two things. First it decides which rule applies, using your Flows. Then it runs the actions for that rule. One of those actions searches your knowledge, finds the most relevant passages, and writes an answer grounded in them. Every answer that draws on your knowledge can show its sources, so a visitor can see where the information came from.
If no rule matches, a built in fallback called the Default behavior takes over and answers from your knowledge. This means an assistant works as soon as it has knowledge, even before you write a single rule.
What you need before you start
- An organization in Ciele and an account that belongs to it.
- Content the assistant can learn from: a website address, some documents, or written answers to common questions.
- Access to your website so you can paste the embed snippet when you publish.