AI Reply from Document

AI Knowledge Base is supported by ChatGPT technology. Uploading your files to make it be your smart assistant, It can answer the customer's questions one by one.

The AI knowledge base can now be used with the chat flow feature. You only need to upload the .docx file on the AI knowledge base page and connect the knowledge base in the chat flow. AI will answer your question according to the file when the flow is triggered.

  • New users have a free 7-day trial for all AI tools. 👉 Try it Now!!!

  • AI Reply from Document is only available for the Business Plan and above.

How to Upload files to make it smart?

There are some common business questions and answering processes in any communication channel. For example, discount, delivery process, refund arrangement, and even where to use it. As long as you have relevant documents, you can upload them to the AI Knowledge base, and AI will learn them and solve your problems.

Step 1: Upload files. Click on the text connection or drag the file directly to complete the upload. And now, you can upload and publish multiple documents for your AI to reference when generating replies. We support doc, docx, and pdf files.

Please note that for the AI to generate answers faster and more accurately, please avoid uploading large files and ensure that the content and format of the files are clear.

Step 2: Select documents and upload the file you will test or publish. Please note that although you can upload multiple files, the current function only supports choosing one file for testing or distribution. You can decide to publish the knowledge after testing the effect of AI, according to the file.

Step 3: After uploading the file, click "Try it now." You can enter the problem in the test area on the right, and AI will answer according to the information in the file.

Step 4: Send the problem to AI. You can try to ask questions that you uploaded and verify whether the AI can answer them accurately. If not, you can try to adjust the documents so that AI can answer more types of questioning methods.

Step 5: Click "publish" to publish your knowledge. After that, it can be used in the flow.

You can also switch to the "Published" page to check the published files. Then, you can set knowledge in the flow.

How to set AI knowledge in the chat flow?

In the chat flow, you can design a flexible dialogue experience, send a variety of messages and buttons, set the tags to order information, assign conversation, and so on. You can also embed the AI knowledge into part of the chat flow, And AI will answer customers' questions in specific scenarios.

The following are the six steps of the knowledge base:

Introductory Question

The AI reply from document will first ask questions and provide guidance. The purpose of this question is to remind customers to ask questions about a certain theme and let the customer ask you the questions from the file that you uploaded.

If you switch on the button "Send user input when entering", the AI reply will skip the introductory question and start to answer question from users right way.

Published Knowledge Project

Choose the published knowledge, and AI will answer the customer's question about the document in the knowledge.


The drop-down menu can select the Chinese/English -Disclaimer or N/A. The statement will be displayed in the same message as the AI answer, but the position will be at the end of the message.

System Prompt

You can give specific guidance to the AI Chatbot’s response. For better performance, you need to provide the prompt in both English and Chinese.

Here is an example for setting system prompt in English and Chinese:

You are a helpful Customer Service Assistant. If anyone asks who you are, just explain that you are a helpful assistant who is here to answer inquiries. Use the provided context information to answer the question in detail and in a polite and professional tone.


Ending the conversation condition

Now, we support three end conversation conditions: only end when users click on any buttons, end after answering once, and timeout. You can only choose one of them to close your AI Reply from document conversation. Please note that if the AI Dialog is not closed, you may not trigger other flows.

Set options for exceptions

When AI fails to respond or there is a mistake, you can set its follow-up process, such as sending text messages and buttons to let the customer leave.

Set whether to allow user input to trigger other flows.

We have added a new "Required" toggle for exiting the AI flow by triggering keywords.

If the toggle is inactive, when the client's input matches another flow's keywords, the conversation with AI will end, and the client will be directed to that flow. Please note that only specific keyword flows can be triggered; it will not trigger an "ANY KEYWORD" flow.

For example, when your client is in the AI customer service conversation, they ask about the delivery question first, and your AI CS assistant provides answers. Then the client inputs "check order," and "check order" is the keyword you set for another order checking flow, so the client's input triggers another flow, and they will be directed to the order checking flow immediately.

If the toggle is active, it means the AI flow is required. Therefore, even if the client's input matches keywords for other flows, they will remain in the AI flow.

AI Reply from Document Example - Pricing

The above is a process of asking pricing questions. The trigger condition of the process is the customer inputs the keyword "Pricing."Then, you will enter the AI Reply from Document.

The AI Reply from Document will first ask the question and guide the question. The purpose of this question is to let the customer ask questions about a certain theme. For example, "Feel Free to Ask Anything Pricing of Chatalog :)" helps prevent customers from asking questions and not being deviated to get reasonable answers.

Then, select "Published Knowledge," the knowledge should be the same theme as the guidance problem. After that, choose a Disclaimer; you should choose the same language as the file. Then, you can set your system prompts in English and Chinese. And set the end of the conversation condition. Because after the customer gets the answer, you need to set the logic of leaving this block. You can choose "Only end when users click on any buttons" to leave. If you set "Only end when users click on any buttons," you need to set a text message with a button, prompting the customer to click the button after the query is completed. Finally, set the options for exceptions.

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