ix Hello RAG website bot Creation Guide

This is a detailed step‐by‐step guide to use RAG (Retrieval Augmented Generation) for processing text from a website or text upload (for example, using the Concentrix homepage) in ix Hello Studio Mode. This guide covers creating all required components with options and valid values for each field:

1. Login and Initial Navigation

• Open your web browser and log in to ix Hello using your account credentials.

• Once logged in, you’ll be taken to the main page where you can use the assistant immediately or create your custom assistant.

1. Using the Assistant Builder to Create a Custom App

• On the right sidebar, click on the New Custom App. Here you can create your own assistant with a dedicated name, description, instructions, and configuration.

• Fields and their valid values include:

  • Name: For example, Acme Digital Assistant (your chosen name).

  • Custom App Type: Search

  • Category: Default

  • Click the check box - This is a Generative AI App

1. Creating a Data Source

• Navigate to the Data Sources tab and click on Create New Data Source.

• Fill in the fields as follows:

  • Name: For example, genaids.

  • Integration Configuration: Select the option Generative AI (19) or the applicable integration.

  • Click Save.

1. Defining Methods to Fetch Data from Gen AI

• Go to the Methods tab and click on Create New Methods.

• Enter the following details:

  • Name: chatcompletion

  • Request Type: chatcompletion-rag

  • Parameters:

    • Model: gpt-4

    • systemMessage: You are a RAG processing bot please help customers proactively

    • userQuestion: {{UserInput}}

    • sessionTime: 10

    • OrganizationID: {{Context.OrganizationID}}

    • EmployeeID: {{Context.EmployeeID}}

• Result Type: ListofRecords

• Record Limit: 10

• Record JsonPath: $.choices[0].message

• Empty Result Template: "Is there anything else i can assist you with?"

• Record Template: {{content}}

• Result Template: {{Records}}

• Click Save and then Test the method.

Result:

1. Creating an Intent

• Select the Intents tab and click on Create New Intent.

• Fill in these fields:

  • Name: chatIntent

  • Intent Type: Search

  • Intent Action: Execute Method

  • DataSource: genaids

  • DataSource Method: chatcompletion

  • Click Save

1. Setting up Slots

• Navigate to the Slots tab and click on Create New Slot.

• Enter the details:

  • Name: UserInput

  • Slot Order: 1

  • Type: Text

  • Custom App: Acme Digital Assistant

  • Intent: chatIntent

  • Click Save.

1. Creating an Utterance

• Go to the Utterance tab and create a new utterance.

• Provide the following:

  • Value: Ask a question

  • Custom Skill: Acme Digital Assistant

  • Intent: chatIntent

  • Click Save

1. Creating an Input

• In the Input tab, click on Create New Input

• And add the following:

  • Name: ChatInput

  • Custom Skill: Acme Digital Assistant

  • Custom Intent: chatIntent

  • Data Source: genaids

  • Data Source Method: chatcompletion

  • Click Save.

• Once created, click on Manage Parameters and add:

  • Input Parameter Name: UserInput

  • Parameter: UserInput

  • Data Type: Text

  • Click Save.

1. Publishing the Custom App to Gen AI

• In the top menu, select Publish then click on Add App Publishing.

• Fill in these details:

  • External Skill Name: For example, ACME Financial Assistant

  • App Description: A description for the assistant

  • Skill Type: Search

  • Channel: Generative AI

  • To access the bot in ix Hello Employee, ensure that the API Access toggle is enabled.

  • If you want to see the app in Basic Mode, also enable the Show this app in the Basic Mode option.

  • Click Save.

1. AI Content Generation

• In this section, you will set up the AI content generation process to enhance the capability of your custom assistant.

• Navigate to the AI Content Generation tab and click on Create New Content Generation.

• Fill in the following details:

  • Web Url: Provide a relevant url for the content generation task.

  • For example: I have used https://www.concentrix.com/about/

  • Click Save to create the content generation task.

1. Using the App

• Login to ix Hello Employee, select your published app, and start querying. For example, upload text or indicate a website URL (like Concentrix homepage) for processing using RAG. The assistant will utilize the created methods and intents to return the processed information.

Congratulations—you have successfully set up an assistant in Studio Mode utilizing RAG to process text from a website/text upload with all necessary configuration options and valid field values.