How to use OpenAI ChatGPT Assistant in CBB: A Comprehensive Guide

This guide empowers you to leverage the power of OpenAI Assistant within Chatbot Builder AI (CBB). It allows your chatbot to personalize responses based on your business data, creating a seamless and efficient communication experience for your users.

What is OpenAI Assistant?

OpenAI Assistant is a powerful feature that integrates seamlessly with CBB. It allows you to upload relevant business data files, enabling your chatbot to access and utilize that information to provide personalized responses to user queries.

Getting Started

1. Navigate to Settings > Integrations > OpenAI > Manage. 
   

2. Click "Add" and name your Assistant. Choose a name that reflects the Assistant's purpose (e.g., "Product Information Assistant").
   

Customizing Your Assistant

Here's where you define your Assistant's capabilities:

• Instructions: Provide clear instructions guiding the Assistant on how to interpret and respond to user queries. Be as specific as possible to ensure accurate responses.

• Model:

  • The default model is GPT-3.5 Turbo 16k, included with your standard CBB account.

  • To unlock more advanced features like combining Functions and Files, choose a GPT-4 model using your API key.

Note: Combining Functions and Files requires a GPT-4 model.

• Functions: Define pre-programmed actions for specific tasks or automation within your chatbot (e.g., book_appointments, connect_user_to_human).

More on functions here.

• Files (max 25MB each): Upload various data files containing information relevant to your business. This could include PDFs, Word Docs, or Text Documents. The Assistant will intelligently draw information from the appropriate file when responding to user questions.

Using Your Assistant

There are two ways to integrate your Assistant into CBB:

• Main System Prompt: This is your chatbot's central response engine.

• Flows: Flows allow you to design specific conversation paths for your chatbot.

Using the Assistant in the Main System Prompt:

1. Navigate to Integrations > OpenAI > Edit. 

2. Under the "Assistant" tab, select your newly created Assistant from the drop-down menu. 

3. Click "Continue."

4. Ensure "Default Agent (Formerly Auto-GPT)" is enabled if using the main system prompt and that the “Default Flow (Formerly Default Reply)” in settings>General is set to “None”. This activates the Assistant for all user queries.

Using the Assistant from Flows

1. Within the flow builder, select "Add content" on the block you want to integrate the Assistant.

2. Choose "Actions" > "OpenAI."

3. Click on "OpenAI" to configure the setup.

4. The first field on the window offers various OpenAI functionalities. Select "Generate Text - Assistant."

5. Choose the Assistant you want to use from the second field.

6. Specify a custom field to store the generated response. This field will hold the Assistant's response to the user's query.

7. Click "Continue" and then "Publish" the flow.

8. Finally, utilize a text block to display the Assistant's generated response by referencing the custom field.

Additional Tips

• Experiment with different Assistant configurations to find the optimal setup for your needs.

• Consider organizing your data files for clear and efficient retrieval by the Assistant.

• Explore Ryan's latest video on Assistants for even more in-depth guidance.

By following these steps and leveraging the power of OpenAI Assistant, you can create a more personalized and informative chatbot experience for your users.