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Overview

Automate interaction with users using natural language by responding to questions, performing tasks, and providing information. Shieldbase chatbots can handle both simple Q&A and complex multi-step conversations.

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Types of Chatbots

  • Basic Chatbot
  • Advanced Chatbot
Simple, Single-Source ChatbotA basic chatbot that uses:
  • One source of information as Context
  • One-step Workflow
  • Unlimited open-ended conversations
Perfect for:
  • FAQ bots
  • Simple customer support
  • Information retrieval

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Build a Basic Chatbot

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Video Tutorial

💡 Tip: Adjust video playback speed using the gear icon (⚙️) in the video player. We recommend 0.5x speed for detailed tutorials.

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Step-by-Step Instructions

1

Create Workflow

  1. Navigate to Workflows
  2. Click New Workflow
  3. You’ll be in Build mode automatically
2

Configure Node

  1. Click on the node to reveal details
  2. In the Description field, specify what will be shown to the user
  3. Click Save Changes
3

Create Chatbot

  1. Click Chatbot in the sidebar
  2. A new chatbot setup will be automatically created
4

Configure Chatbot

  1. Specify the Name of the chatbot
  2. Enter the Title that will appear at the top
  3. Select data from the Context
  4. Enable Guardrails to ensure responses come from selected data
  5. Click Save

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Build an Advanced Chatbot

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Video Tutorial

Advanced chatbots allow for complex, multi-step conversations with decision trees and conditional logic.

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Step-by-Step Instructions

1

Create Workflow

  1. Navigate to Workflows
  2. Click New Workflow
2

Configure First Node

  1. Click on the node to reveal details
  2. Specify the initial user interaction in Description
  3. Click Save Changes
3

Add Multiple Steps

  1. Click Add Action to add new steps
  2. Configure each step with specific actions
  3. Connect steps to create conversation flow
  4. Save changes for each step
4

Create Chatbot

  1. Click Chatbot in the sidebar
  2. Configure name and title
  3. Select multiple data sources from Context
  4. Enable Guardrails for accuracy
  5. Click Save

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Chatbot Configuration Options

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Context Settings

Select one or more data sources that the chatbot will use:
  • Library documents
  • Integrated databases
  • API connections
  • Web resources
Always enable Guardrails to ensure that the AI only sources information from the Context and avoids hallucination.
Guardrails ensure:
  • Accurate responses from selected sources
  • No fabricated information
  • Consistent answers
  • Data privacy compliance

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Deployment Options

  • Internal Use
  • Public Deployment
Deploy chatbots for internal team use:
  • Employee assistance
  • IT helpdesk
  • HR support
  • Knowledge management

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Pro Tips

Define Purpose

Clearly define what problem your chatbot will solve before building

Test Thoroughly

Test both expected and unexpected conversation flows

Brand Personality

Give your chatbot a personality that extends your brand

Regular Updates

Update context data regularly to keep responses current

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Use Case Examples

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Customer Support Bot

Context: Product documentation, FAQ database, support ticketsWorkflow:
  1. Greet customer
  2. Identify issue category
  3. Provide solution or escalate
  4. Collect feedback
Guardrails: Enabled to ensure accurate product information

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Lead Generation Bot

Context: Product catalog, pricing information, case studiesWorkflow:
  1. Welcome visitor
  2. Qualify interest
  3. Collect contact information
  4. Schedule demo or send resources
Guardrails: Enabled for consistent pricing and features

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HR Assistant Bot

Context: Employee handbook, benefits information, policiesWorkflow:
  1. Verify employee identity
  2. Categorize query
  3. Provide information or forms
  4. Log interaction for HR team
Guardrails: Enabled for policy compliance

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Best Practices

Never disable Guardrails in production chatbots handling sensitive or critical information.
Start Simple: Begin with a basic chatbot and add complexity as you understand user needs better.
Monitor Performance: Regularly review chat logs to identify areas for improvement and common user queries.

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Troubleshooting

  • Check that Context data is properly indexed
  • Verify Guardrails are enabled
  • Review workflow configuration
  • Test with simpler prompts
  • Reduce the amount of Context data
  • Optimize workflow steps
  • Check integration connections
  • Contact support if issue persists
  • Verify the Public checkbox is enabled
  • Check that embed code is properly formatted
  • Ensure your website allows external scripts
  • Test in different browsers
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