How can I train an AI on my data and use it for customers?

Technology Forum
1

I recently spoke with a jewelry manufacturer who shared a problem in his business. His customers often send queries on WhatsApp like:

“Can you share some pendant options around 20,000?”

If he wasn’t near his system, he had to forward the query to someone in his office. That person would manually search through an Excel sheet and send the details back. The manufacturer would then share that info with the customer.

Why not a website?

I suggested using something like Shopify. But he already had a site. The issue was that putting the entire catalog online wasn’t working. Customers felt overwhelmed and preferred a personalized experience. For items like jewelry, they want attention and tailored options, not just browsing through a site.

What I tried

I built a custom AI chatbot for him using a GPT model. I uploaded his Excel file and set it up to act like a sales manager. The idea was to make it answer questions only based on the file. Unfortunately, it didn’t work as expected:

  1. It gave answers that weren’t in the file.
  2. To use the chatbot, customers needed to log in to OpenAI, which wasn’t ideal.

My question

Is there a tool where I can upload a file and create a chatbot that sticks strictly to the data in the file and can be shared easily with customers? Preferably, something they can use without complicated logins.

TL;DR: Jewelry manufacturer needs a better way to handle personalized queries from customers. A custom GPT chatbot using an Excel file was attempted but had two issues: it gave unrelated answers and required customers to log in to OpenAI. Looking for a simple tool or wrapper that solves these problems.

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3

You don’t really need AI for this. Just move the Excel data into a database and set up an API. The API can connect to a chatbot if needed, but even without the chatbot, you’d have a working solution.

If you’re not a developer, it might cost a bit to set this up, but it’s straightforward.

4

@Tian
That’s helpful. I’ve already reached out to someone to try something similar. Thanks for pointing me in the right direction!

5

@Tian
Exactly. This is a classic problem that doesn’t even need AI to solve it. You could build a website with the database and let customers search it. Adding a chatbot would just make it more user-friendly, but it’s not a new challenge.

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Have you looked into tools like Tars or Hybrid.Chat? They can make file-based chatbots and even integrate with WhatsApp while keeping responses focused on your data.

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Check out Chatbase. It’s simple to use and affordable. You can adjust the settings to make sure it sticks to your dataset.

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Avery said:
Check out Chatbase. It’s simple to use and affordable. You can adjust the settings to make sure it sticks to your dataset.

Thanks for the suggestion! I tried it, but it doesn’t seem to support CSV/Excel files for some reason.