Creating Integrations

Step-by-step guide to creating and configuring your first integration

Creating an Integration

1. Navigate to Integrations

   From your organization dashboard, click on Integrations in the left sidebar.

2. Create New Integration

   Click the Create Integration button in the upper right corner.

3. Select Type

   Choose the type of integration you want to create:

   • Web Chat: Embeddable chat widget for your website
   • API Endpoint: Direct API access for custom integrations
   • Discord Bot: Integration with Discord servers
   • Slack Bot: Integration with Slack organizations
   • Microsoft Teams: Integration with Microsoft Teams
4. Basic Configuration

   Enter the following information:

   • Name: A descriptive name for your integration
   • Description: (Optional) A brief description of its purpose
   • Icon/Avatar: Upload a custom icon or choose from available options
5. Connect Knowledge Bases

   Select one or more knowledge bases to power your integration:

   1. Click Add Knowledge Base
   2. Select from your available knowledge bases
   3. Set priority levels if using multiple knowledge bases
6. Configure Settings

   Adjust various settings according to your needs:

   • AI Model: Select the underlying AI model (e.g., GPT-4, Claude, etc.)
   • Language: Set the primary language for responses
   • Message History: Configure how many previous messages to maintain as context
   • Maximum Response Length: Set character limits for responses
7. Save

   Click Create to finish setting up your integration.

Configuration Options

AI Model Selection

Choose the right AI model for your use case:

Model	Best For	Response Speed	Cost
GPT-4	Complex queries, high accuracy	Slower	Higher
GPT-3.5 Turbo	General purpose, balanced	Fast	Lower
Claude	Long-form content, analysis	Medium	Medium

Knowledge Base Priority

When connecting multiple knowledge bases:

1. High Priority: Primary sources that should be searched first
2. Medium Priority: Secondary sources for broader context
3. Low Priority: Fallback sources for edge cases

Response Configuration

Fine-tune how your integration responds:

• Response Length: 50-2000 characters
• Temperature: Controls creativity (0.1 = focused, 0.9 = creative)
• Context Window: Number of previous messages to consider (1-10)

Next Steps

Once your integration is created:

Deploy Your Integration

Choose how to deploy your integration to users

Customize Behavior

Fine-tune prompts and response templates

Monitor Performance

Track conversations and optimize performance

Advanced Features

Explore trigger buttons and advanced options

Best Practices for Setup

• Start Simple: Begin with one knowledge base and expand gradually
• Test Early: Use the built-in chat interface to test before deploying
• Clear Naming: Use descriptive names that indicate the integration’s purpose
• Appropriate Models: Choose AI models based on your accuracy vs. speed needs
• Monitor Usage: Keep track of API usage and costs from day one