Chatbase: agent building features and setup

Overview

In Chatbase, you start by defining the agent’s role and the knowledge sources it can use. You can write procedures in natural language, add actions for systems, and test behavior before deployment. The service environment also supports AI and people working in the same conversation. The tool is especially suited to recurring answers about business information, but answer quality depends on the sources and explicit instructions for what to do when there is no verified answer.

Features

• Connect knowledge sources and define the role, instructions, and response boundaries.
• Procedures with actions such as retrieving order or invoice details.
• A testing environment, conversation analytics, and shared handling with service staff.

Business uses

• Answer questions about product use using approved guides.
• Find an order and explain its status after suitable identification.

Getting started

• Upload only current information that may be shared with the target audience.
• Write instructions in Hebrew and test questions that the knowledge does not cover.
• Publish to a test page and check handoff to a person and the widget’s appearance on a phone.

What to check

• Read access to personal information should be tied to the user’s identity, not just the agent’s instructions.
• Check how sources are refreshed and who is responsible for correcting an incorrect answer found in a conversation.