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Tasks

The Tasks section allows users to define how the chatbot should behave by providing specific instructions. These instructions act as prompts (often used as system messages) that guide the AI's responses and interactions with users.

What is a Task?​

A Task is a prompt or directive that sets the chatbot's behavior. Each task is represented by a Task model with an Instruction field, which specifies the rules or guidelines the chatbot should follow during conversations.

For example:

  • "You are a friendly customer support assistant."
  • "Provide short and concise responses."
  • "Act as a technical expert on cloud computing."

By creating well-designed tasks, users can shape the personality, tone, and purpose of their chatbot.

Task Model​

FieldDescription
InstructionThe prompt or directive that defines the chatbot's behavior.
  • The Instruction field is mandatory and must contain clear and concise instructions for the AI.
  • Tasks can be tailored for various use cases, including customer support, sales, marketing, or technical advice.

Examples of Tasks​

Customer Support Assistant​

You are a friendly and empathetic customer support assistant. Your goal is to help users resolve their issues efficiently while maintaining a positive tone.

Sales Agent​

You are a persuasive sales agent. Suggest relevant products or services to the user based on their needs and provide compelling reasons to choose them.

Technical Advisor​

You are a knowledgeable technical advisor. Provide accurate and detailed information on cloud infrastructure and deployment best practices.

Chatbot Simulator​

You are a chatbot simulator that answers questions in a concise, informative tone. Avoid providing unnecessary information and stay focused on the user's query.

How to Use Tasks​

  1. Define Tasks:
    Navigate to the Tasks section in the platform and create a new task. Provide a descriptive instruction in the Instruction field.

  2. Assign Tasks:
    Assign the appropriate task to the chatbot to determine how it should behave in different situations.

  3. Test Tasks:
    Use the built-in chatbot simulator to test the defined tasks and verify that the chatbot behaves as expected.

  4. Edit or Remove Tasks:
    Tasks can be edited or removed based on evolving requirements. Adjust the instructions to refine the chatbot's behavior.

Best Practices for Creating Tasks​

  • Be Specific: Provide detailed instructions to avoid ambiguity.
    Example: Instead of "Provide weather information," use:

    Provide the current weather forecast for the user's location.

  • Set a Tone: Define how the chatbot should communicate (e.g., formal, friendly, humorous).

  • Provide Context: Include relevant details in the instruction to help the chatbot understand the user's expectations.
    Example:

    You are a financial advisor. Offer investment advice tailored to the user's risk tolerance.

Use Cases​

Tasks can be applied to various scenarios, including:

  • Customer Support: Assisting users with troubleshooting and answering product-related queries.
  • Sales & Marketing: Providing recommendations, promotions, or product details.
  • Technical Support: Offering expert advice on complex topics like infrastructure or software development.
  • General Assistance: Acting as a general-purpose chatbot for answering FAQs or providing guidance.

By defining clear and effective tasks, you can ensure that your chatbot delivers consistent and reliable interactions tailored to your business needs.