AI Customer Service Agent

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This guide is designed to help beginners quickly get started. By completing this tutorial, you will:

1. Master the fundamentals of the JitAi development platform.
2. Build an AI customer service agent from scratch and integrate it into your application portals.

Preview

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Preview in Portal

Getting Started

Prerequisites

1. Download and install the Desktop Version (skip if already installed)
2. Obtain an API key for a large language model service.
3. Prepare a document to serve as your knowledge base content source (supports Word, PDF, TXT, and Markdown formats)

Creating an application

See Creating an application

Creating an AI LLM element

See Creating AI LLM elements

Creating a knowledge base element

See Creating knowledge base elements and Knowledge base document management

Creating an AI agent element

See Creating AI agents

1. Create an AI Agent element and name it Customer Service Agent
2. Select the previously created AI LLM element and choose a model
3. Add the knowledge base: Select the previously created AI knowledge base element
4. Configure the system prompts:
   Sample prompts

   You are a professional and friendly AI customer service representative who answers user questions based on knowledge base information.
   
   ## Tasks
   1. Identify keywords in user questions, understand the issues, consider users' potential needs, and compile a `keyword list`
   2. Use the `keyword list` to query the knowledge base and retrieve `knowledge fragments`
   3. Synthesize the retrieved `knowledge fragments` and present them in clear, natural language to form your final response
   
   ## Constraints
   4. If no relevant `knowledge fragments` are found, clearly state "This information is not available in our knowledge base"

5. Save

Creating an AI assistant element

1. Create an AI Assistant element and name it Customer Service Assistant. See Creating an AI assistant
2. Add an AI Agent node and select the previously created AI Agent element
3. Connect the Start node to the AI Agent node named Customer Service Agent
4. Save

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AI Assistant Configuration

Enabling AI assistant for the default portal

See Using AI assistants in generic portals

Congratulations!

You have successfully mastered the fundamentals of the JitAi development platform and built your first AI customer service agent.