How to use Coze to build an exclusive cross-border private domain AI robot! Accurately achieve cost reduction and efficiency improvement

Recently, the SaleSmartly app store supports access to Coze AI agents. After access, you can link mainstream social media such as Facebook and WhatsApp to Coze AI agents through SaleSmartly, and use Coze AI agents to automatically reply to customers. This article will introduce Coze in detail, including how to quickly build and deploy AI agents, and also share how to integrate Coze into your own business and maximize their use to optimize customer service processes.

What is Coze?

Coze is an innovative AI agent development platform that features a user-friendly interface and powerful backend support. It makes the application of AI technology within reach. Even users without any programming knowledge can quickly build large-model-based agents on Coze. These agents can understand and generate natural language and support a variety of complex interaction scenarios, and can be easily published to various social platforms, communication software, and even directly deployed on websites.

The core advantage of the Coze platform lies in its low threshold and high flexibility. Users can operate through a graphical interface and select different functional modules according to their needs to customize their own intelligent agents. These intelligent agents can learn and adapt in real time to provide users with more personalized services. For enterprises, the openness and ease of use of Coze means that they can quickly realize the commercial application of AI technology, improve service efficiency and reduce costs.

Advantages of AI Agents over Traditional AI

Autonomy: AI agents are able to perform tasks independently without constant input or guidance from humans.

Interactivity: Agents can interact with humans or other agents using natural language. This interactivity makes the agents more friendly and easy to use.

Adaptability: The AI agent is able to continuously learn from past conversations and improve its performance and decision-making process.

Task decomposition and planning: The agent can decompose complex tasks into smaller, manageable subtasks and plan them effectively.

Memory: The agent has short-term and long-term memory, which enables it to remember key information related to the task and better understand the context.

Tool Usage: AI agents are able to operate and use external tools, such as Internet queries, code execution, etc.

The difference between Coze (international version) and Button (domestic version)

Model compatibility: Currently, the domestic version is only compatible with the "Skylark Large Model" as its dialogue engine, while the international version is compatible with large models such as "GPT 3.5/GPT 4" to drive dialogue.

Integration capabilities: Domestic users can directly integrate the software into popular platforms such as WeChat and Lark, while international users can seamlessly integrate it into widely used platforms such as Facebook Messenger, Slack, Telegram, etc.

Conditions of use: The international version requires the use of scientific Internet access tools, while the domestic version does not.

How to build a Coze AI agent?

Because the operation pages of the international version and the domestic version are the same, for easier understanding, the article will use the domestic version for demonstration and explanation. Additional explanation will be given where there are differences between the two versions.

1. Create an AI agent

Log in to Coze, click “➕” in the upper left corner of the page, enter the name of the agent and function description, and then click the Generate icon next to the icon to automatically generate an avatar.

Standard Creation

After entering the name, function description and icon of the agent, click Confirm, and then you will be redirected to the editing page.

AI Created

You describe to the AI what kind of intelligent body you want, and the AI will help you generate a name, function description, and icon. The AI will also help you configure some editors based on the configuration, which can be changed according to personal needs later.

2. Edit AI Agent

The edit page is mainly divided into the following sections:

Character setting and response logic

Contextual understanding of natural language processing : Personality helps AI agents better understand and process natural language. Through preset personality traits and response logic, AI can generate more appropriate and natural responses in specific contexts, which is an important research direction in the field of natural language processing (NLP).
Machine learning and adaptability : Response logic often involves machine learning algorithms, especially decision trees and probabilistic models when processing user queries. These algorithms need to be adjusted according to the parameters of the persona to ensure that the AI agent's response matches its established "personality" and expected behavior.

Skill

(1) Plug-ins

External APIs can be called to give the agent more new capabilities, such as searching for information, browsing web pages, generating images, etc., and the capabilities and usage scenarios of the agent can be expanded by adding different plug-ins.

The plug-ins of Coze (international version) and Kouzi (domestic version) are different. Coze has more software that can only be used overseas, such as Google Search, Dalle3 Drawing, Github, GPT4V, etc.

(2) Workflow

Workflow supports the combination of plug-ins, large language models, code blocks and other functions in a visual way, thereby achieving complex and stable business process orchestration, such as travel planning, report analysis, etc.

(3) Image Stream

The principle of image flow is the same as that of workflow, except that it is obtained from text instead of pictures.

In Coze (international version), both of them are in one column, while in Kouzi (domestic version), they are separated into two columns.

(4) Trigger

Allow users to trigger corresponding processes based on time and events in the conversation.

Knowledge

Coze's knowledge base function not only supports uploading and storing various external knowledge content, but also allows you to upload text and table data from a variety of data sources such as local documents, online data, Notion, and Lark documents when you cannot find the answers you need in existing AI resources or when you need to mine answers from specific information sources. Coze not only provides storage and management functions for external data, but also helps users efficiently find accurate information from their own customized knowledge base through enhanced retrieval functions, ensuring that the required knowledge and data can be obtained even outside the AI's standard answer library.

memory

Coze’s memory function refers to the software’s ability to store and recall external data in order to provide accurate responses when interacting with users. This function is achieved in three main ways:

(1) Knowledge base: It contains a large number of knowledge segments. For example, for vehicle model data, each segment of the knowledge base stores the basic data of a vehicle model. When a user asks for information about a specific vehicle model, such as "What is the price of a BMW X3?", the system can match the knowledge segment of the corresponding vehicle model.

(2) Variables: record user preferences or information in the form of key-value pairs. For example, you can create a variable called "language" to remember the language used by the user and use this language as the preferred language in subsequent conversations.

(3) Database: This function is similar to the database in traditional software development. It stores information in the form of tables and operates through NoSQL. Currently, Coze provides a relational database. The database can be used in a variety of application scenarios, such as:

AI Notes: Allows recording of notes submitted by users, and supports submission and query operations. These operations are completed through natural language to SQL (NL2SQL) technology.

Vocabulary book: can record the words learned by the user, including the words that have been remembered and the words that have not yet been mastered.

Conversational experience

The concept of this feature is relatively easy to understand. Users can customize the initial greeting and quick action buttons. When someone clicks into your robot, the system will automatically show them the preset conversation content, which can help them quickly grasp the main functions of the robot and enhance their understanding of how the robot can serve them. And users can convert frequently asked questions into quick buttons. With a simple click, you can activate the conversation on related topics and achieve fast and efficient communication.

3. Preview and debug

After configuring the above information, you can start debugging. If the agent does not respond as expected, is too slow, or even does not respond, you can also use the debugger to view the agent's execution details and troubleshoot the problem.

4. Click "Publish"

After previewing and debugging and finding no problems, you can click button.

How to effectively integrate Coze into your business?

After mastering how to create a Coze robot, our next task is to explore how to smoothly integrate this robot into our existing business processes and give full play to its potential to improve our work efficiency and service quality. In daily business processes, the two parts that need robots the most are pre-sales and after-sales services, and both of these parts involve more communication.

Whenever customers come to ask some common questions, AI robots can help us relieve some communication pressure. However, it is obviously not realistic to rely solely on AI robots to complete these two businesses. After all, robots often cannot answer all questions, and it is difficult to promote conversions based on customer situations. Therefore, the best way is to connect Coze's robot to SaleSmartly, an omni-channel private domain communication tool, to ensure that not only AI technology can be used to handle routine consultations, but also to ensure seamless transfer when manual intervention is required. Conversely, when manual intervention is too busy, AI can also help answer some basic questions to reduce the burden. This hybrid communication strategy can bring a more personalized and efficient customer experience.

Recently, Coze was officially launched on SaleSmartly’s app store. SaleSmartly customers can connect a Coze AI to their chat plugin in a few simple steps: Tutorial on configuring Coze bot