Set up a chatbot

Beta

This product is in open beta. It’s available for use but still in active development and may change.

With Zapier Chatbots, you can offer a custom-branded chat experience using the power of AI directly within your website.

 

Add a chatbot

  1. From the Chatbots home, click Create.
  2. In the dialog box that will appear, type a name for your new chatbot.
  3. Click Create.

You can add more chatbots from the Chatbots home or directly from your chatbot setup screen, by clicking the icon at the top navigation bar.

 

Create a directive and a greeting

The directive tells your chatbot how to respond to questions within a conversation. You can add information about the chatbot's role, who its audience is, its objectives,  and more. Learn how to set up a directive

You can also use the chatbot's greeting to guide users in interacting with it. Select between a static greeting or a tailored one generated when the conversation starts. 

 

Give your chatbot knowledge

One of the most powerful ways to customize a chatbot is by using knowledge sources. Add a text-based file or link your chatbot to Zapier Tables to provide a definitive source of information for answering users' questions. 

 

Limitations

With Zapier Chatbots, the limitations are determined by the Chatbots plan you select. The plan selection determines:

  • The number of chatbots you can build.
  • The features that are available on your chatbot.

There is no limit on the number of conversations a chatbot can have, but each conversation will be limited to the number of tokens available, which depends on the AI model you select.

Tip

Use your own API key to get access to models with a larger number of tokens.

 

Next steps

Chatbots can be tailored to different contexts and needs by tweaking settings such as creativity, colors and icons, and by embedding it directly on a page.

Here are some ways you can customize your chatbot:

Learn more ways to customize your chatbot.

 

Data retention

Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team.

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