Getting started with watsonx Assistant
IBM® watsonx™ Assistant, which focuses on actions to build customer conversations, is simple enough for anyone to build a virtual assistant. Building, testing, publishing, and analyzing your assistant are all done in one simple and intuitive interface.
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The new assistant architecture enables simple navigation to specific parts of your assistant.
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The navigation provides a workflow for building, previewing, publishing, and analyzing your assistant.
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The assistant has its own home page with a task list to help you get started.
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Build conversations with actions that represent the tasks you want your assistant to help your customers with. Each action contains a series of steps that represent individual exchanges with a customer.
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Publish reviews and debugs your work in a draft environment before your assistant goes live to your customers.
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Use analytics to improve your assistant. Review which actions are being completed, determine whether your assistant understands and addresses customer needs, and identify ways to enhance your assistant's performance.
Home page
The Home page of watsonx Assistant provides you a complete overview of your assistant, settings, and configuration. In addition, you can quickly navigate to the following useful links from the Home page:
- Build actions
- Customize your greeting
- Set up search
- Preview & debug
- Customize web chat
- Set up a channel
- Set up live agent
- Publish your AI assistant
- Check analytics
- Create a fallback plan
In the Assistant architecture section, you can view the complete structure of your assistant with links to actions that are created by you. In addition, you get a quick summary of your configuration that includes the number of actions that are created, the configured search integration, the integrated live agent, and the fallback configuration.
Tutorial
The following series of blog articles provide a tutorial to help you get started:
- Plan it
- Part I: The build guide
- Part II: Refine your assistant
- Part III: Test and deploy
- Part IV: preview, draft, publish, live
Some more starting points in the documentation to also help you get started:
- About watsonx Assistant
- Planning your assistant
- Overview: Editing actions
- Building actions from a template
For more information on FAQs, see FAQs about watsonx Assistant.
Working with your assistant
Assistants are created within a watsonx Assistant service instance. To continue working with your assistant, open the service instance that contains the assistant. If you can't remember the service instance name, you can switch between instances from within the watsonx Assistant user interface by doing the following steps:
- Go to the IBM Cloud Resource list
- Log in.
A list of the service instances that you own or were given access to is displayed.
- Click a service instance to open it.
- Click Launch Watson Assistant from the service instance details page to open the product in a new browser tab or window.
- Click the following icon from the navigation pane to see a list of your assistants.
Assistants
If you do not see the assistant you are looking for, you can look for it in a different service instance.
Switching the service instance
To switch to a different Watson Assistant service instance, complete the following steps:
- Go to Home> View all assistants
- You can see the list of the available service instances. Click on a different service instance of your choice to open.