Understanding and implementing Instructions

This article will explain what Instructions are, how to effectively write them, and their role in improving your chatbot's responses.

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What are Instructions?

Instructions are guidelines that you set in the chatbot to ensure it responds in your preferred manner. Essentially, Instructions are about refining and directing the way your chatbot uses the knowledge it has been given. But you can also use Instructions to add basic knowledge.

 

Instructions as chatbot knowledge

You can use the Instructions to manually add knowledge, for example if you're not using Sources to scrape your website and/or documents. To add knowledge to your Instructions you can easily copy and paste information from your website or other knowledge bases in the Instructions. 


Setting up Instructions

Step 1: Access Instructions

Navigate to Pulse and create a new chatbot or edit your existing chatbot. 

Step 2: Organize Instructions by categories

In Instructions you can create categories by clicking 'Create category' or via the Plus in the upper right corner. 

Categories help in organizing Instructions. The chatbot does not use the name or order of these categories in generating responses. They are for your administrative convenience. 

For example, you can create a category 'Orders' to group all Instructions related to orders.

Step 3: Write effective Instructions

Be specific about the scenarios in which the chatbot should use these Instructions. For example, if you're addressing questions about order status, an Instruction could be:
When someone asks about their order status, tell them to check the track and trace link they received in their email with the order confirmation.

Use this Help Center article with general tips & tricks for writing Instructions.

Step 4: Use the Interactive tester

After setting up your Instructions, use the Interactive Tester to see how the chatbot handles queries.
If the response isn't satisfactory, refine the existing Instruction. 

Note: If the response isn't satisfactory, do not add new Instructions. This avoids confusion and overlapping responses.

Step 5: Monitoring and improving Instructions

Continuously monitor how your chatbot handles incoming conversations. Use these conversations to refine Instructions, ensuring your chatbot remains effective and relevant.