How to train your AI Assistant

Steps to take to provide your AI Assistant with information from domains, documents, and more

With Clym's AI Assistant, you can provide automated communication and support to your website visitors regarding the data privacy and accessibility regulations supported by your Clym widget, users' rights regarding personal data, and so much more. In the Clym Portal, you can feed your AI assistant with resources like domains and documents from which your assistant can pull information to form helpful answers. Implementing the AI Assistant on your website can help your users feel informed, guided, and confident.

Training your AI Assistant is an easy 3-step process:

 

 

1. Sign in to your Clym Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click on Sign in in the upper right-hand corner. 

Screenshot 2024-06-20 at 8.10.49 PM

 

 

2. Open your Website Settings

From the left-side menu, select Website Settings. You will then see a list of all your domains, each with its unique settings.

Website Settings Information 1

Click the settings wheel next to the domain that you would like to change the default language for. This will open the website settings for that specific domain.

Website Settings Information 2

 

 

 

3. Train your AI Assistant

From the Website settings menu, select the AI Assistant drop-down to open the menu options. 

Domains

Click Display options next to Domains to expand the section. To add a new domain that your AI Assistant can use to pull information from, click Add URL +.ai assistant 1 In the pop-up window, enter the domain that you would like to provide and click Add.ai assistant 4

Documents

Click Display options next to Documents to expand the section. Documents can be added directly by a URL or by uploading a file to Clym. Please follow the specific segment below to add your document to your AI Assistant.

a) To add a document directly from a website, click Add Document from URL +.ai assistant 2 In the pop-up window, enter the website URL from where you would like to pull the document. Click Add.ai assistant 5
or
b)To add a new document by uploading a file, click Add New Document+.ai assistant 3
 

If you encounter any challenges, please reach out to us at support@clym.io.