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Create a Chat Assistant

Learn how to set up AI-powered chat assistants for customer support and user engagement.

Overview​

Chat assistants in Noema AI enable real-time conversational AI for customer support, sales, and user engagement across multiple channels.

Prerequisites​

  • Active Noema AI account
  • Defined use case and conversation flow
  • Optional: Knowledge base or data sources

Steps to Create a Chat Assistant​

1. Access Chat Dashboard​

Navigate to Chats from the main menu.

2. Create New Chat Assistant​

Click "Create New Chat" to start the setup process.

3. Configure Basic Settings​

Provide essential information:

  • Name: Descriptive name for the chat assistant
  • Description: Purpose and functionality
  • Channel: Web chat, messaging apps, or custom integration
  • Language: Primary conversation language

4. Design Conversation Flow​

Define how the chat should interact:

Greeting Message​

Set the initial message users see:

"Hello! I'm here to help you with [topic]. 
How can I assist you today?"

Response Style​

Configure the assistant's personality:

  • Formal or casual tone
  • Verbose or concise responses
  • Use of emojis or professional language

Fallback Responses​

Define what to say when uncertain:

"I'm not sure about that. Let me connect you 
with a human agent who can help."

5. Connect Knowledge Sources​

Link relevant information:

  • FAQ databases
  • Product documentation
  • Help articles
  • Custom knowledge bases

6. Set Up Integrations​

Connect to external systems:

  • CRM: Update customer records
  • Ticketing: Create support tickets
  • Analytics: Track conversation metrics
  • Notifications: Alert team members

7. Configure Advanced Features​

Enable additional capabilities:

  • Intent Recognition: Understand user goals
  • Entity Extraction: Identify key information
  • Multi-turn Conversations: Remember context
  • Sentiment Analysis: Detect user emotions

8. Test Your Chat​

Before deploying:

  1. Use the test interface
  2. Try various conversation scenarios
  3. Check response quality
  4. Verify integrations work

9. Deploy​

Make your chat assistant live:

  • Choose deployment channels
  • Configure widget appearance (for web)
  • Set availability hours
  • Enable/disable features

Customization Options​

Widget Appearance (Web Chat)​

Customize the look and feel:

  • Colors: Match your brand
  • Position: Bottom right, left, etc.
  • Size: Compact or expanded
  • Avatar: Custom assistant image

Chat Features​

Enable interactive features:

  • Quick reply buttons
  • File attachments
  • Rich media (images, videos)
  • Forms and surveys
  • Product recommendations

Best Practices​

  • Start with common questions and expand
  • Test thoroughly before public launch
  • Monitor conversations and improve
  • Set clear expectations for users
  • Provide easy escalation to humans

Next Steps​