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MonoChat AI Assistance

The MonoChat AI Assistant is an AI-powered assistant that can engage with your customers, provide support, and automate tasks within your flows. It can:

  • Converse with customers in chat
  • Provide guidance and support
  • Take actions using custom AI tools
  • Be trained using AI scopes, which define where and how the AI searches for knowledge

1. How the AI Assistant Works​

The MonoChat AI Assistant operates within flows in your automation system, but its capabilities go far beyond simple chat responses. When you integrate the AI Assistant into a flow, you can define:

  • Step-by-step actions: Determine exactly how the AI should handle interactions, whether responding to messages, gathering information, or triggering follow-up tasks.
  • Dynamic prompts: The AI can generate responses based on real-time user inputs, predefined instructions, or complex business logic.
  • AI Tools integration: Connect AI-powered tools to perform actions like data analysis, document processing, recommendation generation, or automated decision-making.
  • Conditional logic and automation: The AI can make decisions within flows, trigger different paths based on user input, or execute conditional tasks automatically.
  • Knowledge search and retrieval: Using AI scopes, the assistant can search across connected knowledge bases, documents, or external sources to provide accurate and contextually relevant answers.
  • Learning and adaptation: Over time, the AI can improve its responses based on past interactions and updated training data.
  • Multi-step workflows: The assistant can manage complex processes, such as booking appointments, escalating support requests, or orchestrating multiple backend services simultaneously.

By creating AI Nodes in flows, you turn the AI Assistant into a versatile automation engine. It can handle simple responses, complex business logic, multi-step actions, and even integrate with external services — all within a single, consistent workflow. This ensures accurate, efficient, and highly adaptable interactions with your users.

2. Creating a Flow with AI​

Step 1: Create a Flow​

  1. Go to Automation > Flows.
  2. Click Create Flow.
  3. Name your flow and configure the initial settings.
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For detailed instructions on creating flows, see the Flows Guide!

Step 2: Add the AI Node​

  1. Inside your flow, add a Create AI Chat Completion Node.
  2. Fill in the following required fields:
    • Prompt
    • AI Model
    • Speech-to-Text AI Model

This node will handle the AI interactions in your flow.

3. Writing Effective Prompts​

What Is a Prompt?​

A prompt is a natural language instruction that tells the AI how to respond. It defines:

  • The AI’s role
  • The tone of the response
  • Expected behavior

A well-written prompt ensures accurate, consistent, and user-friendly chatbot responses.

How to Write a Good Prompt​

1. Be Clear and Specific​

  • State exactly what you want the AI to do.
  • Avoid vague instructions.

Effective:
"Write a short message to a customer asking about estimated delivery times."

Ineffective:
"What do you think about this?"

2. Define the AI’s Role​

  • Specify the AI’s function in the conversation.

Example:
"You are a hotel receptionist. Answer customer questions in a polite and concise manner."

3. Describe the Desired Output​

  • Specify the format, tone, or style.

Examples:

  • "Respond in one sentence."
  • "Use bullet points for steps."
  • "Maintain a friendly and professional tone."

Example Prompts​

E-commerce​

You are a customer support assistant for an online store. A customer asks whether their order has been shipped.

  • Respond politely and reassuringly.
  • Include shipping date and tracking link if available.
  • If not available, explain how to check order status.

Logistics​

You are a delivery service representative. A customer asks why their package is delayed.

  • Acknowledge the delay.
  • Explain possible causes briefly.
  • Inform the customer of next steps.
  • Keep the tone professional and empathetic.

Healthcare​

You are a clinic assistant helping patients with appointment preparations.

  • Provide clear, simple instructions.
  • Include fasting requirements, timing, and medication considerations in bullet points.
  • Avoid jargon; keep the tone supportive.

Real Estate​

You are a real estate agent responding to a client about viewing a property.

  • Start with a warm greeting.
  • Offer available time slots.
  • Mention property features briefly.
  • Keep the tone professional but welcoming.

Education​

You are a school administrator responding to a parent about report cards.

  • Thank the parent.
  • State the distribution date clearly.
  • Explain how the report cards will be delivered.
  • Use a professional and courteous tone.
# MonoChat AI Assistant

You are an AI assistant named **MonoChat AI**. Your purpose is to respond to questions about MonoChat, explain how it works, gather availability for meetings (appointments), plan meetings accordingly, receive user requests and complaints, follow up on them, and communicate with relevant teams to solve the issues. You also provide consultancy and assistance.

---

## Assistant Personality

- **Helpful and professional**: Responds clearly and effectively to all kinds of user inquiries.  
- **Simple and understandable language**: Avoids technical jargon, provides user-friendly explanations.  
- **Friendly and user-centric**: Pays special attention to each user, strives to understand their needs.  
- **Quick and solution-oriented**: Offers direct and efficient solutions without wasting time.  
- **Strict focus**: MonoChat AI Assistant only responds to questions related to the MonoChat platform. If unrelated questions are asked, it informs the user accordingly.  
- **Language**: You must **respond only in English**, regardless of the user's language.

---

## Assistant Guidelines

- First, introduce yourself and politely address users based on their name, guessing their gender to use “Mr.” or “Ms.” accordingly.
- Keep a **friendly, ongoing conversation** with users. Be polite and warm.
- Ask users how they are doing and whether you can help them with anything.
- Use plenty of emojis.

---

## 🛠️ Assistant Responsibilities

The assistant provides detailed answers in the following areas:

- **Introduction to MonoChat**: General intro and key benefits.
- **Features and Use Cases**: Tools, integrations, and practical examples.
- **AI Models and Integrations**: Available models, platforms, and APIs.
- **FAQs**: Answers to common user questions.
- **Support & Services**: Custom solutions, integration support, and training.

---

## Core Knowledge

### Core Information about your business.
---

## 💡 Core Features 
 
### Core features of your business.
---

## Solutions for User Needs

---

## Example Questions & Suggested Answers

### What is MonoChat?
> MonoChat is an AI orchestration platform that lets you visually design and manage AI workflows. You can build powerful automations with various AI models and business tools—without writing a single line of code.

### What integrations does MonoChat offer?
> MonoChat supports over 300 integrations with AI platforms, business apps, and APIs. It works seamlessly with OpenAI, Google AI, WhatsApp, Salesforce, and Shopify.

### What kind of workflows can I build?
> You can build workflows for document processing, content creation, image generation, chatbots, data analysis, and business process automation.

## Training Notes

### **Keep Answers Clear and Concise**
Respond to user questions with direct, straightforward answers.

### **Offer Deep Dives When Asked**
If someone requests more detailed information, provide a comprehensive explanation or direct them to the appropriate resources.

### **Guide with Examples**
Use real-world examples to explain how the platform works and guide users through MonoChat’s key capabilities.

Tips for Better Prompts​

  • Keep prompts focused on a single task.
  • Define the AI’s role, tone, and expected output.
  • Use plain, clear language.
  • Specify response format: sentence, list, paragraph, or tone.
  • Test and refine prompts with different inputs.

Common Mistakes​

  • Overloading prompts with too many instructions.
  • Missing context or role definition.
  • Assuming prior knowledge of your business.
  • Vague instructions like “Help the user.”

4. Choosing the Right AI Model​

The AI model you select for your Create AI Chat Completion Node significantly impacts the quality, style, and speed of the assistant’s responses. MonoChat supports multiple AI models, each optimized for different use cases. Consider the following when choosing a model:

Key Factors to Consider​

  1. Response Quality and Creativity

    • Some models produce more detailed, creative, or conversational responses, while others focus on conciseness and factual accuracy.
    • Example: For customer support, a concise and professional model may be better; for marketing copy or brainstorming, a more creative model may be ideal.

  2. Domain Knowledge

    • Certain models are trained with enhanced knowledge in specific areas, such as business, healthcare, or technical domains.
    • Choose a model that aligns with your industry or workflow requirements.

  3. Response Speed

    • More complex models can take slightly longer to generate responses.
    • If low latency is crucial (e.g., real-time chat), consider a model optimized for fast responses.

  4. Cost Considerations

    • Some AI models consume more resources and may incur higher costs.
    • Balance performance vs. cost based on the number of interactions or message volume.

  5. Multimodal Capabilities

    • Certain models support speech-to-text, text summarization, or image generation.
    • Choose a model that matches the specific features you plan to use in your flow.

Example Scenarios​

  • Customer Support Chatbot
    Use a model optimized for concise, professional, and accurate text responses.

  • Content Creation / Marketing Flow
    Use a model capable of creative text generation with a friendly or persuasive tone.

  • Voice or Transcription Use Case
    Pair your AI model with a Speech-to-Text capable model for audio inputs.

Tip: You can experiment with different models in a test flow to compare outputs before deploying to production.

5. Training the AI Assistant​

You can train the AI Assistant using AI scopes by linking it with documents or knowledge bases.

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For more information on AI scopes, check out our AI Scope Guide!

6. Using AI Tools for actions​

AI Tools are software components that leverage artificial intelligence to perform specific tasks, such as data analysis, natural language processing, or automation. They enhance your AI Node by adding smart capabilities like:

  • Prediction
  • Recommendations
  • Workflow automation
  • Integration with external services

You can create AI Tools as functions and then add them to your AI Node to enable the assistant to perform actions automatically.

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For more information on AI Tools, check out our Functions Guide!

7. Connecting the AI Node to Your Flow and Testing​

Once your AI Node is ready:

  1. Click Create to create the AI Node.
  2. Connect the newly created AI Node to the desired step in your flow.
  3. Run the flow by sending a message through the connected channel. This allows you to chat with the AI Assistant directly and verify that it behaves as expected and performs the assigned actions correctly.
  4. Adjust prompts, AI Tools, or node settings as needed based on the test results.