Quickstart


  • In just under 10 minutes, you’ll have your own customized AI agent set up and ready to assist your customers.
  • For more detailed guidance, please consult the SeaChat User Manual. Should you encounter any issues or have questions, our support team is on standby to assist you. Don’t hesitate to reach out.

In this tutorial, we will create a SeaChat agent from scratch. This AI agent will help answer FAQs about a parking lot business. We will walk you through the process of creating the AI agent, adding knowledge to its knowledge base, testing and fine-tuning the agent to ensure it’s ready to answer all incoming questions from customers!

Step 1: Create a Workspace

If this is your first time logging into SeaChat, you’ll need to create a workspace to start the process. I named my new workspace as My Work Space. You can give your workspace a different name!


An image illustrate the dashboard of workspace creation.

Create First Workspace

What Is a Workspace ?

A workspace serves as an information hub containing your organization’s data, offering an overview of your agents, members, and API keys. You have the option to either create a new workspace for yourself or join an existing one by requesting an invitation from the admin.

Step 2: Your First SeaChat Agent

Click on Add New Agent to configure your new agent. If you already have a workspace and an agent, you can create a new one by clicking on the dropdown menu located in the top-right corner next to your profile avatar.

📚 AI Agent and Live Agent

You will see the term, Agent, used throughout this tutorial. An AI agent is essentially an AI assistance with a custom knowledge base, we use the term to emphasize its capability to assist your customers like a real human agent. Whereas a Live Agent refers to an actual human agent who interacts with customers in real-time.


An image that shows how to navigate to the dashboard of agent creation.

Add New Agent


Once you have picked the right name for your agent, move on to Description to give your agent some context of its role and functions before you choose its use case and response language. After picking a creative name My Parking Agent for this tutorial, I will choose FAQ as my use case, since this agent will be used to answer frequently asked questions, and US English for the response language.


An image the shows the interface of agent configuration.

Agent Configuration



💡 Note

The live agent feature will require a human agent in case the customer wishes to be transferred to one. If you choose this option, the customer will then have the option to request a human agent during the chat, and you should arrange a human agent to respond to ongoing conversations.

Step 3: Add Knowledge

To fully leverage the capabilities of your SeaChat agent, we need to add knowledge to its knowledge base. SeaChat offers a range of options for uploading content to your agent’s knowledge base. Find your agent’s knowledge base by navigating to the Knowledge Base dashboard under Agent Configuration in the sidebar menu.

Feel free to try out the different ways to upload data to your knowledge base. For the purposes of this tutorial, we’ll focus on utilizing the Upload Spreadsheet method. However, if you’re interested in exploring additional data uploading techniques, we invite you to take a look at the Add Knowledge section within our user manual for comprehensive instructions and tips.


An image that suggests the user to choose the upload spreadsheet method for uploading to agent's knowledge base.

Choose an Upload Method


Step 4: Upload Files to Knowledge Base

Uploading a spreadsheet is as simple as clicking on the upload icon and choosing the desired spreadsheet. Once you see your uploaded files in the preview section below the drag-and-drop section, click on the Next button to confirm. Now, my CSV file, ncc_Car_Parks (1) is uploaded, and we can see each header and its corresponding data in the preview section. My Parking Agent is now ready for the next step.

Download the sample .csv file here, and try it out yourself.


An image that illustrate the dashboard of file upload

Review Uploaded File and Submit


To see the uploaded data of parking lots, we simply navigate to the Existing section in the top-right corner of the dashboard once your files have been successfully uploaded.


An image that shows the success message when the file is uploaded

Uploaded Successfully


That’s it. Now, My Parking Agent has processed the uploaded data, and let’s set it up for a test to see if it needs further fine-tuning. Click on the Test AI Agent button located in the bottom-right corner. Let’s try chatting with My Parking Agent to see if we can optimize its performance!

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An image that indicates the location of the button, Test AI Agent

Click on Test AI Agent


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Step 5: Test Your SeaChat Agent

Before putting the AI agent we’ve just created into action, it’s crucial to train it through testing and fine-tuning. Imagine yourself as the customer interacting with the AI agent. You can now start asking any questions to see how your SeaChat agent responds. With its updated knowledge base, My Parking Agent is now ready to be tested. You can start by asking questions to see how your agent responds. Here is what my agent has to say.


An image that showcase the conversation with the AI agent.

Conversation with AI Agent


To review a message, hover over it and provide positive feedback to your agent with a thumbs up. If the message needs further review, give it a thumbs down.

Oops, it looks like My Parking Agent needs some fine-tuning. I will give a thumbs down here to provide a feedback.


An image that shows how to review the agent's answers.

Review Agent’s Response


Step 6: SeaChat Agent Fine-Tuning

SeaChat provides a set of sophisticated tools for you to fine-tune your agent to perfection. You can find these amazing features in the Needs Review section, accessible via the sidebar menu on the left. Here, you can review the responses that have received your feedback.


An image indicates the button to modify agent's knowledge data.

Review Agent’s Response


It looks like the information about Unicorn Road Car Park is missing in the knowledge base of My Parking Agent. I need to click on the CSV file that the missing information belongs to and add it.


An image illustrate how to fine-tune your AI agent's responses.

Modify Relevant Documents


Now, click save once you are sure of the uploaded information. Don’t forget to click on Move to Reviewed to consolidate your changes. You can switch to Reviewed section to see the changes you’ve made. All done! Now, let’s test the agent again to see if it has improved.


An image that reminds the user to mark the reviewed message as reviewed.

Mark Conversation as Reviewed


Ta-da! My Parking Agent now is giving me the right information. It is that easy! You can now try it out yourself and see how your agent performs.


An image illustrates the optimized performance of the AI agent.

Optimal Performance with Fine-tuned Responses


Fine-tuning your AI agent is a crucial and continuous process. We kindly advise you to check out the Advanced section in our user manual for a more comprehensive explanation and to understand the different parameters and features involved in the fine-tuning process.

Custom AI Agent at Your Service

Sit back and watch how SeaChat AI agents can elevate your operations. From customer service and marketing to serving as a collaboration coordinator, SeaChat empowers you to automate your workflows for optimal efficiency with ease. In this tutorial, we’ve walked you through the steps necessary to set up your first AI agent. However, to fully unleash the power of SeaChat AI agent, there are a few more aspects for you to grasp. We kindly invite you to explore our detailed user manual to understand the true potential of SeaChat, or you can directly contact our support team for further information and assistance.

Support

Need assistance? Contact us at seachat@seaslt.ai.