Creating Your First AI Bot & Adding Custom Instructions

In this lesson, you will learn how to build a blank AI bot from scratch in Noca AI and configure custom instructions to control its persona, behavior, and topic boundaries.

Step 1: Navigate to Bots

1. Log in to your Noca Dashboard.

2. On the left-hand navigation menu, click Bots.

3. Click the New button to create a new bot.

Step 2: Open the Bot Builder

1. You will land on the Prompt Builder screen, where you can describe your bot using natural language.

2. For this lesson, select Create in Builder to start with a blank canvas.

Step 3: Test the Default Bot Behavior

1. In the top right corner, click Debug draft version to start a chat session.

2. Type a general knowledge question (e.g., “What time is it in New York?”).

3. Observe that by default, the generic AI bot will answer general questions based on its base training data.

Step 4: Add Custom Instructions

1. Close the debug window and click Settings (gear icon) in the top right menu.

2. Select Instructions from the left side of the settings modal.

3. In the Instruction text box, define your bot’s role and explicit guardrails. For example:

   “You are a Salesforce helper. You can only answer questions about Salesforce. Do not answer anything unrelated to Salesforce.”

Step 5: Save and Test the Guardrails

1. Close the Settings modal.

2. Click Debug draft version again to test your changes.

3. Ask the same general question again (“What time is it in New York?”).

   • Result: The bot will decline and state it can only assist with Salesforce-related topics.

4. Now, ask a relevant domain question (e.g., “How do I add a contact in Salesforce?”).

   • Result: The bot will provide detailed, step-by-step instructions.