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Chatbot

The Chatbot block provides an AI-powered assistant that enables users to explore page data using natural language questions. It connects to a large language model (LLM) and has access to the data sources and blocks on the current page.

Add a Chatbot Block

Add a new block to a page and select Chatbot from the block type list.

Before the chatbot can be used, an LLM connection must be configured. See the Chatbot Setup guide for details.

Configuration

LLM Connection

Select the LLM connection to use from the dropdown. Connections are created in the Admin Console > Chatbot section.

System Prompt

Customize the chatbot's behavior:

  • Persona - Name, tone, verbosity, and personality traits.
  • Base Prompt - Full system prompt text.
  • Response Guidelines - Rules the chatbot should follow.
  • Few-Shot Examples - Example user/assistant message pairs.

Guardrails

  • Topic Restrictions - Block specific topics with a redirect message.
  • Data Restrictions - Fields to never expose, aggregation thresholds.
  • Behavioral Restrictions - "Never do" and "always do" rules.
  • Rate Limits - Maximum questions per minute and per session.
  • Output Validation - Data attribution, PII detection.
  • Input Validation - Maximum question length, reject patterns.

UI Settings

  • Welcome Message - Shown when a session starts.
  • Placeholder Text - Shown in the input field.
  • Avatar Label - Character displayed in the assistant avatar.

Debug Mode

When enabled, each response shows token usage, response latency, cost, and request details.

User Experience

  • Type a question and press Enter to send. Press Shift+Enter for a new line.
  • The chatbot answers based on the data available on the current page.
  • Active page filters are automatically applied to the chatbot's data context.
  • Sessions time out after 60 minutes of inactivity.
  • Assistant responses support markdown formatting.