Build an AI chatbot with a knowledge source

Quickly build an AI chatbot that uses a knowledge source to perform specific tasks.

In this tutorial, we'll walk through the process of building an AI-powered chatbot with Zapier to provide copy suggestions that align with your company's brand guidelines.

By leveraging the power of AI, you can ensure that all written communications from your employees maintain a consistent brand voice and adhere to your established guidelines.

đź’ˇ Tip: You could use this same set-up for several use cases, such as crafting personalised responses for lead generation enquiries, or facilitating the onboarding process for new employees by providing instant answers to common questions.

You’ll need:

  • A Zapier account
  • An Open AI account (optional) if you want to use the GPT-4 model—Zapier comes with 3.5 by default.

Steps:

  1. Create a new chatbot in Zapier
  2. Customise the chatbot's greeting text
  3. Connect your OpenAI account to use GPT-4 (optional)
  4. Set up the chatbot's system prompt in the Instructions tab
  5. Upload your brand guidelines PDF as the knowledge source
  6. Configure the chatbot's actions, such as copying the output or triggering a Zap
  7. Test your chatbot with a sample company announcement
Get all access with Pro
What's included in your Ben's Bites Pro membership:
A network of like-minded peers through private community discussions
400+ courses & tutorials
Live and recorded expert workshops
Deals on AI tools ($6k+ value)
Certifications for completed courses
30-day no questions asked refund
Sign up for pro today ->