Training CuServly

CuServly is a platform that allows you to easily train your chatbot with data from your website or custom data file (PDF, DOCX, TXT, CSV, XLSX, PPT), and then embed it on your site to answer your visitors' questions.

Training your chatbot on your business and website data is an important step in the creation of your chatbot. Using the correct source data will ensure your chatbot can answer you visitor questions accurately.

Training CuServly With WebSite Data

Providing WebSite Data on Chatbot Creation

After finalizing first step in creating your chatbot - "Configure Chatbot" (name, assistant name, color, ...), head over to the "Add Data Source" section by clicking Next button.

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Here you should assign URL of web site page with information you want your chatbot to be trained on.

IMPORTANT: CuServly will collect only data from the page you have provided! It won't automatically follow or collect data from any subpages or links found on provided page. You have to provide additional URLs if your data is spread over multiple pages.

It should only take a minute to train your chatbot. Your chatbot will now be trained based on the content from this page.

IMPORTANT: Please note the special option "Advanced parsing mode". It is recommended to leave it unchecked when proceeding with the creation of your chatbot. If you are not satisfied with the web page parsing results (which you can review in the Knowledgebase section of your chatbot), you have the option to retry by checking this box. By selecting this option, you are allowing ChatGPT to access all the content on the web page, assisting you in formatting the web page content into a question-and-answer format.

Providing WebSite Data on Already Created Chatbot

If you already have chatbot created, and you want to retrain your chatbot on provided web page data, or you want to add new web page data in addition, you should do as follows:

  • Log on to CuServly Portal
  • Go to Chatbots list by clicking Chatbots in header menu
  • Click on Chatbot you want to change
  • Click on Data in left menu
  • Activate URLs tab

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If you want to add new Web Site page, click on Blog Image button.
If you want to retrain your chatbot on already assigned web page content, click on Retrain action Blog Image button.
If you want to delete existing web page site data source, click on Delete action Blog Image button.

Training CuServly With Custom Data
(PDF, DOCX, TXT, CSV, XLSX, PPT)

Providing Custom Data on Chatbot Creation

After finalizing first step in creating your chatbot - "Configure Chatbot" (name, assistant name, color, ...), head over to the "Add Data Source" section by clicking Next button.

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Click on Blog Image button and select data file on which your chatbot will be trained on.

It should only take a minute to train your chatbot. Your chatbot will now be trained based on the content from this data file.

Providing Custom Data on Already Created Chatbot

If you already have chatbot created, and you want to add new data file on which your chatbot will be trained on, you should do as follows:

  • Log on to CuServly Portal
  • Go to Chatbots list by clicking Chatbots in header menu
  • Click on Chatbot you want to change
  • Click on Data in left menu
  • Activate Data Files tab

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If you want to add new data file, click on Blog Image button.
If you want to delete existing data file source, click on Delete action Blog Image button.

Continue reading how to manage your chatbot knowledgebase and how to format custom file data posts.