How to Add an AI Help Bot?

The AI Help Bot answers visitor questions directly from your knowledge-based content, so you don't need an agent online around the clock. You set it up under Settings > AI Settings > AI Help Bot in ProProfs Knowledge Base.

Watch this video walkthrough to see it in action.

Or continue reading for step-by-step instructions.

What Is AI Help Bot?

AI Help Bot is a chat widget that answers visitor questions automatically, using your knowledge-based articles and uploaded files as its source material. It lives under Settings > AI Settings, where you enable it, train it on your content, define its personality and rules, and set its appearance before publishing it to your site.

Why Use It?

A trained AI Help Bot cuts down repetitive support work and keeps answers consistent across every visitor conversation.

• Support tickets pile up outside business hours. AI Help Bot answers common questions instantly, without visitors waiting for an agent to come online.
• New support agents don't know every article by heart. The bot pulls answers straight from your trained knowledge base, so responses stay accurate.
• Your chatbot needs to sound like your brand, not a generic script. The Persona, Tone, and Guardrails settings let you match its voice and limits without writing custom code.

Example Use Cases

• A support agent uploads the return-policy PDF as a knowledge source so the bot can answer refund questions on its own.
• A knowledge base manager adds a guardrail that blocks the bot from sharing another customer's order details.
• A marketing manager sets the chatbot's color, icon, and greeting message to match the company's brand before embedding it on the help site.

Step-by-Step Instructions

Step 1: Navigate to AI Settings in the Settings section.

Step 2: Open AI Configuration, go to the Search & Assist tab, and enable In-App Help Bot.

Step 3: Return to AI Settings and select the AI Help Bot card.

Step 4: Train your bot using File Upload, Text, FAQ, or Website sources.

Step 5: Upload files (.doc, .docx, .md, .pdf, or .txt up to 20MB), add text content, FAQs, or configure website training.

Step 6: Specify link crawl roots, sitemaps, or individual pages for the AI to index.

Step 7: In the Behavior tab, configure your chatbot's Persona using the Basic card or select a starter template.

Step 8: Set Tone and Answer Length, then save.

Step 9: Manage Instructions by toggling predefined rules or Add custom instructions. Instructions are predefined rules that guide how your AI Help Bot behaves and responds.

Step 10: Configure Guardrails by toggling predefined options or creating custom rules with a title and description. Guardrails are safety boundaries that prevent your AI Help Bot from answering certain types of questions or sharing sensitive information.

Step 11: Open the Theme tab and set the ChatBot Name, Color, and Style.

Step 12: Select an Icon, configure Chatbot Position, and enable Greeting Message.

Step 13: Save your configuration, copy the Embed Code, and integrate it into your website.

Pro Tips & Interactive Settings