Overview
Dock AI chat allows you to use AI to answer your team's questions when they are in a playbook.
Admin Configuration
AI Chat is configured on each playbook so that it's admin controlled.
Step 1: Navigate to the playbook in question
Click on the Manage button on the top right to review all playbooks and navigate from there.
Step 2: On the Internal tab > Click the AI Chat tab
Step 3: Toggle on to enable the AI chat
Step 4: Name your chat assistant and select an icon
Keep in mind this is what your team will see!
Step 5: Provide some overall instructions to the bot.
These instructions won't be visible to the rep, but a clear prompt can help set the tone for how it will respond.
Step 6: Set a welcome message to greet the team
Sources
Sources are important because it dictates what info the assistant is able to reference when it responds!
Current playbook content
The default source is the current playbook. It will only answer questions about content that is shown in the space (hidden content is out of scope).
Internal agents
You can also include internal agents that reference hidden sources to answer a wider scope of team questions.
Note: Action based agents (i.e. creating workspace, managing/updating library, etc.) will not work within the playbook AI chat.
Previewing the Chat
Click the preview button to test out the chat and confirm it's set how you'd like!
Doing so pulls up the side panel testing environment:
