ChatGPT Chatbot Integration Guide

In this article we will show you how to enable the ChatGPT Chatbot integration with Social Intents Live Chat so that you can create advance AI chatbots that you can easily hand off to your human agents when needed.  Your team can answer right from Microsoft Teams, Slack, Google Chat or Zoom.  This ChatGPT integration uses the latest AI models, you can train them on your data, and also implement real-time data lookups that use ChatGPT functions behind the scenes.  

Here's how you can get started on setting up the ChatGPT integration.

Step 1: Sign Up for a free Social Intents Trial

If you haven't already signed up for Social Intents, you can do that now with a free trial.

1. Navigate to Social Intents Sign-Up.
2. Complete the sign-up form with your name and email.
3. Verify your email address by clicking the link sent to your inbox.

Step 2: Set Up OpenAI Account and Enable Billing

Next, set up your OpenAI account.  The main thing to remember here is to head to the billing section and add a form of pre-payment.  Without this step you will get api errors after completing the integration.  Here are the steps to setting up the OpenAI Chatgpt account.

1. Visit OpenAI and create a new account or log in to your existing account.
2. Navigate to the "Billing" section in your OpenAI dashboard.
3. Enter your payment information to enable API usage. (This step is required to access the Chat Completions API.)

Step 3: Generate Your OpenAI API Key

Now generate an API Key in OpenAI that you'll use in the integration settings in the next step.

1. In your OpenAI dashboard, click on "API Keys."
2. Click "Create New Secret Key."
3. Copy and securely store the generated API key.

Step 4: Add OpenAI API Key to Social Intents

Once you

1. Log in to your Social Intents account.
2. Go to Apps, then Edit Settings in your Live Chat app.
3. Navigate to the AI Chatbot tab within the chatbot settings
4. Paste your OpenAI API Key into the provided field.
5. Save your settings.

Step 5: Enable ChatGPT Integration

Now you can enable the Chatbot Action in the AI Chatbot settings.  

The options here for the Chatbot Action are:

• None - The chatbot is disabled.
• Chatbot Only - The chatbot answers immediately before your human agents are invited to the chat.
• Chatbot + Agents - The chatbot is invited to the chat and the agents are also invited when the chat begins.  Once a human responds, then the ChatGPT AI agent will drop out of the conversation.
• Chatbot when Chat is offline or missed - In this case, the chatbot will answer only when your human agents miss the chat, meaning that the chat timeout which is defaulted to 3 minutes of wait time, is triggered.  You can configure the timeout setting for your needs.  This is a good setting when you have a staff but want the chat to answer after hours or under heavy load.

In this case we can select Chatbot Only - so that the chatbot will always answer the chat.

Step 6: Configure ChatGPT Training Instructions

The ChatGPT training instructions are the guard rails for your chatbot.  These are system messages that are always sent to ChatGPT and typically you can define the behavior of the chat.   You can enter things like:  We are a chatbot for Social Intents.  Only answer questions related to our product and do not give competitor information.  

1. Enter clear and specific training instructions describing how the chatbot should interact with your customers.
2. Define the style, tone, and guidelines to help the chatbot deliver responses consistent with your brand.

Step 7: Train Chatbot on Website Data and Documents

You can have our system crawl your website if you enter a website and select fetch links.  You can also enter specific pages, upload documents or spreadsheets.  Keep in mind that if you upload spreadsheets for training content, make sure the column headers are descriptive so ChatGPT will understand the context of each of the data columns and rows.

1. Use the Social Intents interface to provide URLs or upload relevant documents (PDF, DOCX) to train the chatbot.
2. Click "Train Chatbot" to process and index the data.

Step 8: Add Q&A to Improve Chatbot Accuracy

If you want to improve specific responses from ChatGPT, this is a good place to enter overrides to what the training content has matched on.  Typically you can review your live chat conversations every few weeks and fix any responses that weren't quite right here.  This allows for iterative improvement in the AI chat experience.

1. Navigate to the Q&A section under your ChatGPT settings.
2. Manually add specific question-answer pairs to directly address frequently asked queries.

Step 9: Choose ChatGPT Model and Settings

We do support all of the new models including GPT-4.1 and the 4o models as they become available.  Enter the lower case model strings in these fields.  

1. Select the ChatGPT model (e.g., GPT-4, GPT-3.5 Turbo) according to your needs and budget.
2. Adjust the "Temperature" setting: lower for factual consistency, higher for creativity.  Values between 0.0 and 1.0.
3. Set "Max Tokens" to define the response length.  Our default token response length is 700 tokens.

Step 10: Configure Custom Actions

Social Intents offers custom actions enabling ChatGPT to interact dynamically, such as looking up orders or opening tickets.

1. Go to Custom Actions in your ChatGPT integration settings.
2. Define actions, including endpoint URLs, HTTP methods (GET, POST), and headers.
3. Customize actions to trigger once per session if required.

In the example AI Custom Action below, ChatGPT will look up the weather in the requested city using the openweathermap.org api.  As you can see, we send the city and apikey as parameters to the API request and the api responds with the weather details in the requested city.

So in this case, if the use ask, "What's the weather in Chicago?"  The chat will look up the weather and respond with something like, "The weather in Chicago today is sunny and 51 degrees with winds out of the south at 6 miles and hours.  

Final Steps: Test and Deploy

That's it.  Your AI chatbot integrated with ChatGPT is ready to test and deploy.

1. Use the provided preview button to test your chatbot thoroughly.
2. Monitor responses, refine training instructions, Q&A, and settings as needed.
3. Deploy your chatbot live on your website.

Placeholder: Screenshot of Testing Preview and Deployment Option.

Congratulations! You've successfully set up your ChatGPT chatbot integration with Social Intents. Enjoy your AI-powered customer support with ChatGPT and Social Intents!