Automatically add custom AI to your chatbot with Botnation’s SMART AI

How to generate AI from your data in just a few clicks.

In this article, we’ll walk you through the steps you need to take to add custom AI automatically from your data in just a few minutes.

You’ll see how simple it is: just upload a simple CSV file and Botnation’s Smart AI takes care of everything. In just a few clicks, your chatbot will be able to respond to your users with the power of Generative AI’s natural language recognition on the unique basis of your data.

1. Where to start?

Open your chatbot in Botnation’s build interface and go to Settingsin theSMART AI tab.

Click on the“NEW CUSTOM AI” button.

This will open the SMART AI chatbot creation wizard.

2. SMART AI custom AI creation wizard


The first step shows you what an AI created by SMART AI can do:

  • Answer users’ questions about your business
  • Find one or more products that match the user’s search criteria
  • Find one or more documents that match the user’s search criteria

To start the process, click on the“I CREATE MY PERSONALIZED AI” button.

Type of customized AI

It’s a matter of choosing what the AI will do based on your data.

There are 3 main types:
– That it responds to users’ questions with two options: either the AI will base itself solely on the answer, or the AI will base itself on the question and the answer.
– Display products matching the user’s search criteria
– Whether it proposes a technical document, notice, …

Make your choice, then click on the“NEXT STEP” button.

Upload data file

Depending on your previous choice, you’ll see a different screen.

This is where you send your data. The accepted file format is CSV, a standard spreadsheet format such as Excel and Google Sheets.
To help you, we’ve provided a sample file for you to download, as well asan empty template for you to fill in yourself.

Clicking on the“UPLOAD CSV FILE” button will open your computer’s file explorer, where you can select your CSV.

The file will then open in the interface of the next step.

Data selection

This screen too depends on the type of chatbot you’ve selected.

This is where you match the columns in your CSV file to the type of data to be processed by SMART AI.

To do this, make your choice from the drop-down menu above each column.


Don’t forget to check which line you want to start treatment from.

The wizard will automatically indicate the number of credits required to process the data.

Buying credits

If you don’t have enough credits, the assistant will suggest you buy some.
Then click on the“BUY CREDITS” button.
This will open a window overlaying our credit purchase offers.

Credits are required for the creation of the chatbot with SMART AI, but also for each addition to the database and each query made by users.

If you don’t, your users will no longer be able to search using your chatbot. But don’t worry, your chatbot won’t stop all of a sudden: you’ll always be notified by email when your number of credits is critical.

Now that you have enough credits, simply press the“NEXT STEP” button.

Personalized AI customization

This is where you give your customized AI a name.

Finally, click on the“CREATE MY CUSTOMIZED AI” button and let the magic of SMART AI begin.

3. Add your personalized AI to your chatbot

Select a sequence and choose SMART AI from the list of functions.

This will add the following element:

The element displays your current credits first. Clicking on it will open an overlay window allowing you to purchase credits.

You can then choose between two response processing options:

  • Query on Smart AI = 1 credit , the bot will display the content corresponding to the query that contains the answer,
  • Advanced query on Smart AI = 2 credits, the bot will specifically answer the question and then display the corresponding content.

Personalized AI
Select your custom AI from the drop-down menu.

Display type
Depending on the type of AI, we offer different ways of displaying the results:

  • Text
  • Text + Image
  • Carousel

Display the button that redirects to the link
If you’ve assigned a column in your CSV to the “Link” content type, you can choose to display a button here, and select its label.

Accuracy of answer
You can choose from 3 options:

  • Average
  • High
  • Strict

Average” precision generally gives the expected results. However, depending on the content, these options can have different effects. We therefore advise you to carry out some tests.

Behavior when no satisfactory answer is found
This is where you choose the text to be displayed in this case.

Advanced options

Show button proposing another answer
By checking this option, you offer bot users a button that links to the next closest answer found by the AI. You can also choose the wording.

Show back button
By checking this option, you offer users the option of quitting Custom AI with a button. You can also choose the wording.

Show details button (carousels)
If you have chosen the carousel display type, you will also have this option. This allows you to propose a button giving details of the answer. This is particularly handy for getting more info on a product without leaving the chatbot.

4. Conclusion

Now all you have to do is test your chatbot and publish it to offer your users an unparalleled conversational experience.

As promised, in just a few minutes you have personalized AI from your data thanks to SMART AI from Botnation.

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