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Building Chabots and AI Workflows

Abacus.AI provides two ways to create Custom Chatbots and AI Workflows (AI Agents):

  • Developer Platform: Build through our developer platform.
  • Prompting Abacus AI Deep Agent: Use Abacus AI Deep Agent in ChatLLM Teams / Super Assistant.

Chatbots: Simplifying Conversations with Customization​

Chatbots are fabricated to handle conversational tasks, making them ideal for customer support, product recommendations, or internal team assistance. With the AI Engineer, you can create chatbots that are tailored to your specific needs, integrating contextual data and delivering precise responses.
Example: Healthcare Engagement Chatbot:
A chatbot can be created to assist with patient engagement in healthcare settings. A chatbot will:

  • Collect input about clinic services, patient demographics and engagement goals.
  • Generate a detailed plan for improving patient satisfaction and follow-up compliance.
  • Provide personalized content, such as educational materials, secure messaging options and follow-up reminders.

This type of chatbot is perfect for healthcare providers looking to improve communication and engagement with their patients. It demonstrates how chatbots can be customized to handle specific workflows and deliver meaningful results.

AI Workflows: Tackling Complex Operations​

For tasks that go beyond simple conversations, AI Agents are the way to go. These agents are designed to perform advanced operations, such as automating workflows, extracting information from documents or even integrating with external systems like Salesforce.

Example: Salesforce Agent Deployment
An AI Workflow can be created to automate the creation of new opportunities in Salesforce. For example:

  • The user submits a request to create a new opportunity.
  • A form appears, prompting the user to fill in fields such as "Title," "Amount," "Close Date," and "Stage Name."
  • Once submitted, the agent processes the input and creates a new opportunity in Salesforce.
  • The newly created opportunity is displayed in the Salesforce Console, complete with all relevant details.

This type of agent is ideal for sales teams, as it streamlines the process of managing opportunities, reduces manual data entry, and ensures accuracy in the CRM system.

Example: Customer Account Agent
Another example of an AI Workflow is one designed to assist with customer account management. This agent will:

  • Extract key details from customer inquiries or attached documents.
  • Automate responses to common account-related questions, such as billing or subscription status.
  • Update account information or send reminders based on user input.

AI Workflows are best suited for tasks that require multi-step processes, such as document processing, workflow automation, or integrating with external systems.

Chatbots vs. Agents: Choosing The Right Tool For You​

When deciding between a chatbot and an AI agent, consider the complexity of your task:

FeatureChatbotsAI Agents
Use CaseConversational tasks, FAQs, recommendationsComplex operations, document processing, workflow automation
CustomizationHigh, with options for contextual data integrationHigh, with advanced capabilities for multi-step processes
Setup TimeQuick and easyRequires more input but offers greater flexibility

Chatbots are ideal for conversational engagement, while AI agents are better suited for handling complex workflows and automating multi-step processes.