PDF.ai on your website: Delight your users with our new Chatbot feature

Publish date

Jul 3, 2024

AI summary

PDF.ai is introducing a new chatbot feature that allows user interaction with hosted PDF files. The chatbot can be easily set up by adding a code snippet to the website's header. It is available as an additional paid plan for Ultimate users and above, with 20 free credits included each month. Use cases include customer support and sales, employee training, and test practice for students. Chat logs and analytics are also provided for improving customer support, understanding sales trends, and enhancing training materials.

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We are here to announce a new solution for you!

If you host PDF files online and want to enable user interaction via AI chat, our chatbot is the perfect solution.

Just add our code snippet to the header of your site, and your PDF files will be enhanced with AI capabilities, allowing visitors to chat with them.

The installation is effortless, and it does not require coding skills.

Do you envision all that is possible for you with this feature?

In this article, I will show you how to get started, set it up, and give you some ideas to make the most of it.

Setting up the PDF.ai Chatbot

Before you start, it’s important to note that this is an additional paid plan available exclusively for Ultimate users and above.

Every eligible user has 20 free credits available each month, which are included with their subscription.

You will have the option to buy credits depending on the number of responses, requests, and file uploads that you want to use during a given month and the type of GPT model that you select.

Now let’s get started to set up your chatbot!

As promised, you don’t have to write a single line of code.

All you have to do is:

Log into your PDF.ai account and click on your profile icon (at the top-right corner of the profile). A menu will then appear.

Click the Chatbot tab.

Then click the settings tab and add the site where your PDF files are hosted.

Click the copy button to get the code snippet.

Paste the code into the head section of your site.

You're done!

When a user lands on a PDF and wants to chat with our chatbot, the document is automatically uploaded to our server and processed.

The user can then ask the chatbot any questions about the PDF.

Use Gpt-4o to chat with your PDFs

The Settings tab inside of the Chatbot section also gives you the option to select which GPT model you want to use on your chatbot widget.

You can choose from the following options:

Gpt-4o (this is OpenAI’s latest flagship model)

Gpt-4-turbo

Gpt-3.5-turbo

Benefit from your chat logs

For your benefit, we keep a record of the questions that your users ask to the chatbot and the responses it gives them.

This information can be very helpful for things like:

Improving customer support

Understanding sales trends

Product and processes improvement

Improving school and training materials

You can access the chat logs on the Chatbot tab under “Chat Logs.”

PDF.ai chatbot analytics are available, too

Analytics are also a great add-on to the chat logs, and they are available on the dashboard.

This data will enhance your internal metrics experience by providing indicators such as daily session and message counts, document lists, visitor countries, and a world heatmap.

You will be able to use those analytics for purposes as varied as the ones described in the previous section.

Use cases for the PDF.ai Chatbot

There could be multiple use cases for the PDF.ai Chatbot. Your creativity is the limit.

Below, there is a list and explanation of the most popular ones.

Customer support and sales

Upload one or multiple PDFs with information about your products or services to the PDF.ai chatbot.

Then, embed the widget on your website.

Your users then will be able to chat with the document and receive accurate responses to their customer support and sales inquiries.

How much could this save you on wages each month?

Employee training

Most employees don’t read employee training materials because these are usually too long or impractical.

Do you want to ensure your employees are updated with the latest information about your products or procedures?

Embed the widget on your employee portal and ensure they rely on the chatbot whenever they have questions about the operation or processes.

If they can't find an answer to some of the inquiries, they can go to you or their supervisor.

This way, you can guarantee your employees have a solid, easy-to-use source for their questions.

At the same time, you can save your team a reasonable amount of time repeating the same requests.

Test practice for students

Embed the widget on a website and share it with your students.

Then, they can ask questions about the document and review the answers as a way of preparation.

They could also play with the Chatbot and ask follow-up questions to understand the topics better.

I approached this from the perspective of a teacher sharing it with their students, but you can also do this for personal use or in other creative ways like study groups or masterminds.

What other use cases would you add to this list?

I invite you to try out our new chatbot feature.

You won’t regret it.

Here’s a link to our demo page.

Thanks for staying tuned and supporting PDF.ai.