Create chatbots in Zapier Interfaces

The AI-powered chatbot component interacts with OpenAI and allows you to build your own custom-branded chat experience for yourself and visitors directly inside Interfaces or embedded in another site.

 

Add a chatbot component

To add a chatbot to a page:

1. Go to the page you want to add the chatbot to. Learn how to add pages.
2. Click the plus sign + at the bottom of the page, or click the Add component icon on the left menu of your page.
3. In the Add Component sidebar, click, or drag and drop, the Chatbot component.
4. In the dialog box, click Yes to confirm you'd like to add this component to the page.
5. In the right sidebar:
   1. Name the chatbot.
   2. Customize the Greeting and Prompt placeholder fields.
   3. Slide the Creativity setting.
   4. Create a directive for your chatbot. Learn more about writing directives.
   5. If you are using your own API key, select which model to use.
   6. Add the Max response length (tokens) for individual chatbot responses. 
   7. Edit the Disclosure message field.
   8. Adjust your chatbot placement using the Width and Alignment dropdown menus.
   9. Add actions buttons (e.g. buttons to copy text or run a Zap), from the Actions tab.

You can adjust page settings to customize the page name, meta title, or URL. To do so:

1. From any page, click the Page options icon , on the left sidebar.
2. Update the necessary fields.

Click the Settings button to change the theme to fit your brand. 

 

Use your own OpenAI API key

The Chatbot component uses GPT-3.5-turbo by default. To use GPT-4 and other models, you can add your own API key from your OpenAI account.

To create a connection using your own API key:

1. From any page, add a Chatbot component.
2. If you have already connected OpenAI to your Zapier account:
   1. Click the OpenAI authentication dropdown menu. 
   2. Select the desired connection from the dropdown menu.
3. If you haven't connected OpenAI to Zapier:
   1. Click the Manage authentication link.
   2. A new window/tab will open. Click Add connection. 
   3. Paste your OpenAI API key in the field provided.
   4. Click Yes, Continue.
4. Once you select a connection, in the Model dropdown menu, select the model you want that chatbot to use.

 

Customize how the chatbot interacts with visitors 

There are several options to customize your chatbot's interactions. 

Creativity

The Creativity (also known as temperature) slider allows you to increase the model's randomness level. The slider goes from 0 to 1. A lower number means it will be more deterministic, selecting the most probable answer, while a higher number results in a more unexpected, creative response. 

To change the creativity level, move the slider to different positions, and test the results, until the response matches your expectation.

Directive

The Directive field is how you define how the chatbot will respond to a question. Use this field to define the tone, style, and structure of responses given by the chatbot. You can ask the chatbot to embody a specific persona, such as a helpful event planner, and provide the response in a specific format, like a bulleted list.

Chatbots work well with clearly-defined, detailed instructions. Try making small edits to your directive and testing the chatbot until you get the desired result.

You can also personalize directives with form submission or managed user data.

Bot greeting and user prompt

The Greeting and Prompt placeholder fields can provide visitors with useful information on how to get the best answer from the chatbot. You can use these fields to provide instructions and suggestions on how the chatbot interprets information, for example.

You can also personalize the Greeting field with form submission or managed user data.

Create action buttons

An action button allows visitors to copy the bot response or carry out an action through a Zap. Buttons will be shown after the bot's first response. 

To add an action to the chatbot component:

1. From the page where the component is, click Edit on the chatbot component.
2. On the right sidebar, click the Action tab.
3. Click + Add action.
4. In the Button text field, type a label.
5. In the On click dropdown menu, select:
   1. Copy response to copy it to the visitor's clipboard.
   2. Run Zap to start a Zap you create.
6. Click Create action. 

Adjust the maximum token length

The field Max response length (tokens) allows you to increase or reduce the amount of tokens used in a response. Each model has a different maximum token length allowed. Adjusting the length allows you to have more control over usage of your OpenAI account.

Add a data source

A data source is a file that allows you to connect your chatbot to your own knowledge sources, and tailor the responses for your business or project. Learn more about data sources.

 

Embed a chatbot on a website

You can embed your chatbot within a website as part of the page or as a popup overlay. Learn more about how to embed chatbots.

 

Review chatbot feedback

Visitors can rate chatbot responses using thumbs up and thumbs down. These options appear to the visitor as soon as the chatbot creates a response. 

If you want to review the performance of a chatbot, you can create a Zap to send the ratings and responses to another app, such as Google Sheets or Airtable.

Before you can create a Zap, you must test the chatbot by asking it a question and rating the response, so that it can find a sample. You can do so from the public sharing URL.

To create a chatbot feedback Zap:

1. Create a new Zap.
2. In the App field, search and select Interfaces by Zapier.
3. In the Event field, select New Chatbot Feedback.
4. Click Continue.
5. Fill out the required fields.
6. Click Continue.
7. Click Test action, to test the Zap and find a sample rating. 

Once the trigger is set up, you can continue to set up your actions.

 

Provide feedback and get help

You can make a feature request, provide feedback on existing features and get help from the Interfaces team.