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Version: 2.0.x

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​

Loading...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

Enabling AI agent in a page​

  1. Create a generic page element
  2. Enable AI in the page editor: select AI Agent and choose the previously created Customer Service Agent
  3. In the portal, bind the page to a menu item so users can access the AI agent

See Using AI elements in pages for more details.

Congratulations!​

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