Create an AI-Powered Recipe Chatbot with Zapier
Sarah Vassello
43 steps
6 minutes
Zapier
1
Navigate to [https://zapier.com/app/home](https://zapier.com/app/home)
2
Click "Tables"
3
Click "Import data"
4
Click "Upload a CSV file from your computer"
5
Click "Choose File"
6
Make sure your headers match on the Zapier Table and on your CSV.
7
Click "Continue importing"
8
Skip automation for now.
9
Skip setting up any Zaps for now.
10
Rename your table to your project name and hit [[enter]]. This will auto-save.
11
Return to Home and click "Create"
12
Click "Chatbots"
13
Name your bot and click "Create"
14
Click "Knowledge"
15
Click "Connect Table"
16
Click the "Select a Table" field.
17
Click "Neighbors’ Kitchen," or whichever table corresponds to your project.
18
Click "Add source"
19
Click "Instructions"
20
Click "Pop out"
21
Click the "Write Directive" field.
22
Fill out the objective, style and other rules sections.
23
Click "Done"
24
Feel free to change the Greeting - You can leave "Static" or change to Generated.
25
Leave the settings for AI Model, unless you have a paid ChatGPT account and you'd like to authenticate your results.
26
Click "Save changes"
27
Click "Knowledge"
28
Click "Logic"
29
Click "Give users default prompts to use" if that makes sense for your project. You also can collect leads (email addresses) and more.
30
For Neighbors' Kitchen, I chose to show question suggestions. This is where you fill in those fields.
31
Filling in the fields, and hit Create logic to save.
32
You'll see that this step was saved because of the questions showing in the bot on the right. You can create multiple Logic steps if you'd like by selecting + Add logic.
33
Click "Knowledge"
34
Decide if you'd prefer your bot to "Generate an AI response without knowledge sources," meaning the bot will give results outside of your connected spreadsheet, or you can select "Show Custom Message," such as Sorry, I don't know.
35
Click "Theme" to add your own branding and style.
36
Click "Integrations" to select any integrations that may be appropriate for your project, such as connecting to Slack or adding to your company's Facebook Messenger account.
37
Click "Settings" to adjust your bot further to your org's standards.
38
For example, I selected the "User message placeholder" field and added custom messaging for users to get started with my bot.
39
Type "Please type a location in NC, a list of your ingredients on hand, or something that inspires you"
40
Click "Save changes"
41
Click "Conversations" to view a history of the bot's conversations. This is great for testing!
42
Click "Analytics" for more conversation history, clicks over time, etc.
43
When you're ready to share to your website, click on the Share or Embed buttons on the upper right side of the screen (for me, these were in ellipses but they may be shown for you.) If you'd like to share with folks before embedding on your site, you can share the Public Link.
Create an AI-Powered Recipe Chatbot with Zapier
Sarah Vassello
43 steps
6 minutes
Zapier
1
Navigate to [https://zapier.com/app/home](https://zapier.com/app/home)
2
Click "Tables"
3
Click "Import data"
4
Click "Upload a CSV file from your computer"
5
Click "Choose File"
6
Make sure your headers match on the Zapier Table and on your CSV.
7
Click "Continue importing"
8
Skip automation for now.
9
Skip setting up any Zaps for now.
10
Rename your table to your project name and hit [[enter]]. This will auto-save.
11
Return to Home and click "Create"
12
Click "Chatbots"
13
Name your bot and click "Create"
14
Click "Knowledge"
15
Click "Connect Table"
16
Click the "Select a Table" field.
17
Click "Neighbors’ Kitchen," or whichever table corresponds to your project.
18
Click "Add source"
19
Click "Instructions"
20
Click "Pop out"
21
Click the "Write Directive" field.
22
Fill out the objective, style and other rules sections.
23
Click "Done"
24
Feel free to change the Greeting - You can leave "Static" or change to Generated.
25
Leave the settings for AI Model, unless you have a paid ChatGPT account and you'd like to authenticate your results.
26
Click "Save changes"
27
Click "Knowledge"
28
Click "Logic"
29
Click "Give users default prompts to use" if that makes sense for your project. You also can collect leads (email addresses) and more.
30
For Neighbors' Kitchen, I chose to show question suggestions. This is where you fill in those fields.
31
Filling in the fields, and hit Create logic to save.
32
You'll see that this step was saved because of the questions showing in the bot on the right. You can create multiple Logic steps if you'd like by selecting + Add logic.
33
Click "Knowledge"
34
Decide if you'd prefer your bot to "Generate an AI response without knowledge sources," meaning the bot will give results outside of your connected spreadsheet, or you can select "Show Custom Message," such as Sorry, I don't know.
35
Click "Theme" to add your own branding and style.
36
Click "Integrations" to select any integrations that may be appropriate for your project, such as connecting to Slack or adding to your company's Facebook Messenger account.
37
Click "Settings" to adjust your bot further to your org's standards.
38
For example, I selected the "User message placeholder" field and added custom messaging for users to get started with my bot.
39
Type "Please type a location in NC, a list of your ingredients on hand, or something that inspires you"
40
Click "Save changes"
41
Click "Conversations" to view a history of the bot's conversations. This is great for testing!
42
Click "Analytics" for more conversation history, clicks over time, etc.
43
When you're ready to share to your website, click on the Share or Embed buttons on the upper right side of the screen (for me, these were in ellipses but they may be shown for you.) If you'd like to share with folks before embedding on your site, you can share the Public Link.
