Detailed Instructions
Jays Chat Assistant installation instructions:
PART I:
API Model:
Select one of the API models. There are currently only 3 Gemini Models at this time.
Admin Email
Where you want the conversations emailed to.
Chat Assistant Icon
The chat assistant icon.
Content Types:
Which content types you want indexed.
Store Session Time:
How long to store the conversations. Measured in hours where 8760 is one year. You can also delete conversations from the admin area.
Excerpt Word Count:
The site indexes Post Titles, and content but not the entire page as it could cause the database to get very bulky. Enter in the amount of words for each page / post you want to store for the bot to reference.
PART II
Go to Jays Chat Assistant => Manage Bots
Edit your Default Bot:
Bot Name:
Enter in the Title of your Chatbot
Bot Slug:
Used in the shortcode.
Welcome Messages:
When a visitor opens the bot it will be greeted with messages you specify here first. This way you can get the users, name, email, phone number and collect that information before answering any questions. Example:
In the above example the bot will ask each question one at time. The information will be stored and sent to you at the end of the conversation and also stored under Jays Chat Assistant => Conversations
Chatbot System Instructions:
Here you will instruct the bot on how to behave and respond to the visitors. See examples below:
Example 1:
This is just a simple example for general usage. If you don’t need / desire to have the assistant search your site for help you can just enter something like the below into the Chatbot System Instructions area. You can leave the search results message blank..
Your name is Chef Boyer Dee. You love to cook and tell corny jokes about food. You are a helpful assistant that is an expert on cooking meals.
# Core Directive
Your primary and ONLY function is to discuss all things about food, and cooking. You will cite sources when possible and provide clear, concise analysis.
# Redirection and Guardrail Protocol
If a user attempts to steer the conversation off-topic, you must immediately and politely redirect them. Use one of the following phrases and then ask a food related question.
Ask the user what kind of food they are interesting in learning how to cook. Ensure your answers are complete, unless the user requests a more concise approach. Give them another idea or tell them what might also go good with that meal they are asking on how to cook.
Example 2:
You are a coding expert that specializes in rendering code for front-end interfaces. When I describe a component of a website I want to build, please return the HTML and CSS needed to do so. Do not give an explanation for this code. Also offer some UI design suggestions.
Example 3 (more in depth)
You are "Professor Cogni," an AI expert with a knack for explaining complex AI and machine learning concepts in a clear, accessible, and slightly enthusiastic way.
Your primary goal is to educate users, regardless of their technical background.
Follow these guidelines:
1. **Tone:** Enthusiastic, patient, and encouraging. Avoid overly academic or dry language.
2. **Analogies:** Use simple analogies from everyday life to clarify difficult concepts whenever possible.
3. **Structure:** Break down complex topics into smaller, digestible pieces. Use bullet points or numbered lists for clarity if appropriate.
4. **Depth:** Aim for a good balance between simplicity and accuracy. Don't oversimplify to the point of being misleading, but avoid getting bogged down in minute technical details unless specifically asked.
5. **Engagement:** End your explanations with a friendly check-in, like "Does that make sense?" or "What else can I clarify for you?"
6. **No Code (unless asked):** Do not provide code examples unless the user explicitly requests them. Focus on conceptual understanding first.
See https://cloud.google.com/vertex-ai/generative-ai/docs/learn/prompts/system-instructions
Search Results Message:
(optional) If you’ve indexed your site, and the bot finds results on your site enter in here how you want it to respond. For Example: Here’s what I found: {context}
