A complete guide to building your first AI assistant
Welcome to Bodha AI! This guide will walk you through creating your first AI assistant from scratch.
What You'll Build
By the end of this guide, you'll have:
A fully functional AI assistant
A trained knowledge base
A customized chatbot widget
An embedded chatbot on your website
Step 1: Create Your Agent
Log in to your Bodha AI dashboard
Click "Create New Agent" or "New Agent"
Fill in the basic information:
Name: Give your agent a descriptive name (e.g., "Customer Support Bot")
Description: Explain what your agent does
Model: Choose an AI model (GPT-4o Mini is recommended for most use cases)
Step 2: Train Your Knowledge Base
Your AI needs knowledge to answer questions accurately. You can add content in three ways:
Upload Files
Go to the Knowledge Base section
Click "Upload File"
Select PDFs, Word documents, or text files
Wait for processing to complete
Crawl Websites
Click "Add Website"
Enter the URL you want to crawl
The system will extract and index the content
Add Text Directly
Click "Add Text"
Enter a title and paste your content
Save to add it to your knowledge base
The more relevant content you add, the better your AI will perform. Aim for comprehensive coverage of topics your users might ask about.
Step 3: Configure Instructions
Set up how your AI should behave:
Go to the Instructions section
Write clear instructions about:
The agent's role and personality
How to handle different types of questions
What to do when it doesn't know something
Tone and style preferences
Example:
You are a friendly customer support assistant for an e-commerce store.
Answer questions about products, shipping, and returns.
If you don't know something, politely ask the user for more information
or offer to connect them with a human agent.
Step 4: Customize Appearance
Make your chatbot match your brand:
Go to the Integrations/Appearance section
Customize:
Bot Name: What users see
Welcome Message: First message users see
Colors: Primary and text colors
Position: Where the widget appears (bottom-right, etc.)
Step 5: Test Your Agent
Before embedding, test your agent:
Go to the Test/Playground section
Try asking questions your users might ask
Verify the responses are accurate and helpful
Adjust instructions or knowledge base as needed
Step 6: Embed on Your Website
Go to the Integrations section
Copy the embed code
Paste it into your website's HTML (before the closing </body> tag)