--- title: What is eWebinar's integration with Chatbase and how do I set it up? description: Integrate with Chatbase, easily train their AI agent (in minutes), and have it respond to chat messages from attendees in your webinars on your behalf. --- [Skip to content](https://hubspot.ewebinar.com/help/chatbase#main-content) [![ewebinar-logo](https://hubspot.ewebinar.com/hs-fs/hubfs/ewebinar-logo.png?width=156&height=25&name=ewebinar-logo.png)](https://ewebinar.com/) - [Help center](https://ewebinar.com/help) Open main navigation Close main navigation - [Help center](https://ewebinar.com/help) - [Account](https://app.ewebinar.com/home) [Account](https://app.ewebinar.com/home) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://hubspot.ewebinar.com/help?hsLang=en) 2. [Integrate & Track](https://hubspot.ewebinar.com/help/integrate-track?hsLang=en) 3. [Chat, SMS, WhatsApp, and email integrations](https://hubspot.ewebinar.com/help/integrate-track?hsLang=en#chat-sms-whatsapp-and-email-integrations) # What is eWebinar's integration with Chatbase and how do I set it up? ## Integrate with Chatbase, easily train their AI agent (in minutes), and have it respond to chat messages from attendees in your webinars on your behalf. eWebinar's chat system already gives you the ability to respond to messages from attendees in real-time or later by email. Even so, integrating with an AI-powered chatbot, like [Chatbase](https://www.chatbase.co/), may be the best way for you to ensure attendees always get real-time responses while maximizing the scale and reach of your webinars. Below is an example of a Chatbase AI agent answering questions in our own demo, so you can get a sense of what it is capable of: ![chatbase example v2](https://hubspot.ewebinar.com/hs-fs/hubfs/chatbase%20example%20v2.png?width=500&height=681&name=chatbase%20example%20v2.png) ### How to set up the integration The initial setup process between eWebinar and Chatbase – which can take as little as 10 minutes – is divided into three parts: - [Part 1: Create and train the AI agent in Chatbase](https://hubspot.ewebinar.com/help/chatbase#part-1) - [Part 2: Integrate Chatbase with eWebinar](https://hubspot.ewebinar.com/help/chatbase#part-2) - [Part 3: Enable the AI agent in specific webinars](https://hubspot.ewebinar.com/help/chatbase#part-3) You must [sign up for Chatbase](https://www.chatbase.co/auth/signup) and subscribe to one of [their paid plans](https://www.chatbase.co/pricing) to integrate with eWebinar. Plans start at **$40/month** for 2,000 messages. Once the integration is set up, it is important to know: - [Part 4: Post-launch training and monitoring](https://hubspot.ewebinar.com/help/chatbase#part-4) - [How the integration works for attendees](https://hubspot.ewebinar.com/help/chatbase#attendees) - [How the integration works in the chat admin](https://hubspot.ewebinar.com/help/chatbase#chat-admin) #### Part 1: Create and train the AI agent in Chatbase 1\. Login to [Chatbase](https://www.chatbase.co/dashboard/) and **create a new AI agent**.  2\. Next, train the agent. To do that, you can upload files, enter text directly, add links to your website and/or knowledge base, and enter specific answers to FAQ. To give you an idea of how easy it is to train the agent watch this 3 minute video to demonstrate how we trained it for our own product demo: There are two ways you can train the agent that are specific to eWebinar: **A. Download a webinar's chat history as a TXT file and upload it to Chatbase** If there is a particular webinar's chat history you want to use to train your agent, go to the webinar's **Chat** tab, download it as a TXT file, and upload it to Chatbase. ![download chat-1](https://hubspot.ewebinar.com/hs-fs/hubfs/download%20chat-1.png?width=688&height=276&name=download%20chat-1.png) **B. Copy and paste your Saved replies into Chatbase** If you have collected [**Saved replies**](https://app.ewebinar.com/home/setup/settings/saved-replies) in eWebinar, you can add them into Chatbase as individual questions and answers under **Q&A.** If you do, the AI agent will use your wording when answering these specific questions. 3\. Once you have added all relevant training sources, click to create your AI agent. It make take a few minutes to complete the training process. 4\. Once the agent is created, you are able to configure various settings. The most important of these is the **System prompt** (Click on the icon below to access the system prompt).  ![system prompt image](https://hubspot.ewebinar.com/hs-fs/hubfs/system%20prompt%20image.png?width=50&height=50&name=system%20prompt%20image.png) If the agent you are creating is for a SaaS onboarding webinar, for example, you might choose **Customer support agent** as your base system prompt. If you are using it for a sales demo, you might choose **Sales agent**. Whichever option you choose, however, you can always customize the prompt afterwards, as needed. We recommend you consider adding these two **Constraints** to your prompt: - **Short, Concise Responses**: Since chat is happening in the context of a webinar, try to answer things in a short, concise way, so that the viewer’s attention is not drawn away from the video for too long. When relevant, send a link to a fuller explanation. - **AI Transparency**: Always divulge you are AI, if asked. Once you've adjusted you AI agent's settings to your liking, save your changes. 5\. The next step is to use the interface in Chatbase's **Playground** to test how your AI agent responds to messages. If you are unsatisfied with anything, you can update your training sources (under **Sources**) or your agent's settings (by clicking the icon indicated below). ![chatbase settings](https://hubspot.ewebinar.com/hs-fs/hubfs/chatbase%20settings.png?width=688&height=297&name=chatbase%20settings.png) When you are happy with the results you are getting from your AI agent, you are ready to move on to... #### Part 2: Integrate Chatbase with eWebinar 1\. In Chatbase, go to your team's **Dashboard** → **Settings** → **API Keys → Create API Key →** Copy it. ![chatbase integration setup-1](https://hubspot.ewebinar.com/hs-fs/hubfs/chatbase%20integration%20setup-1.png?width=688&height=651&name=chatbase%20integration%20setup-1.png) 2\. Next, [login to eWebinar](https://app.ewebinar.com/home), go to **[Integrations](https://app.ewebinar.com/home/setup/settings/integrations)** in the **Settings** section of the **Profile** **menu**, and click **Chatbase** under **Available integrations**. ![ewebinar chatbase integrations](https://hubspot.ewebinar.com/hs-fs/hubfs/ewebinar%20chatbase%20integrations.png?width=688&height=456&name=ewebinar%20chatbase%20integrations.png) 3\. In the modal that opens, paste the **Chatbase** **API key**into the field provided, under **Account credentials**. and click **Connect**. ![ewebinar chatbase api](https://hubspot.ewebinar.com/hs-fs/hubfs/ewebinar%20chatbase%20api.png?width=688&height=425&name=ewebinar%20chatbase%20api.png) Chatbase is now integrated with eWebinar! #### Part 3: Enable the AI agent in specific webinars Repeat the following steps for every webinar you would like to add the AI agent to: 1.  Edit the webinar in question, go to the **Chat** tab and, under **Moderators,** click **Add AI moderator**. (If you created more than one AI agent in Chatbase, you will be prompted to choose one.) 2\. In the modal that opens, configure the AI moderator. You can: - **Upload an avatar** and/or specify a **Display name.** - Decide if you would like to **auto archive conversations handled exclusively by the AI moderator.** (Conversations that do *not* get auto archived include those where any non-AI moderator joined the conversation or where the attendee requested to "connect with a person" but no one responded.) - **Enable the ability for attendees to "connect with a person"**. (This feature is explained in detail below under [How the integration works](https://hubspot.ewebinar.com/help/chatbase#how).) **To enable "connect with a person", all of the following must be true:** 1\. At least one non-AI moderator is assigned to the webinar. 2\. At least one type of notification is enabled for first chat messages, by **Slack**, **Email**, or **SMS.** 3\.The **Auto response** is enabled. If you enable "connect with a person", we recommend you update the language of your **Auto response** so it makes sense in the context of this feature, to something like: ***"We are still looking for someone to chat with you. If no one becomes available before the webinar ends, we'll reach out to you later by email."*** **NOTE**: You may also want to reduce the time before the auto response gets triggered to one minute, since attendees will have already received real-time responses. 3\. Once you are finished configuring your AI moderator (and updating your **Auto response**, if relevant), **save and publish your changes.** Your Chatbase AI agent will now respond to chat for you for that webinar! (Repeat these steps for as many webinars as you like.) Once you have added the AI moderator to a webinar, you can remove all human moderators from it, if you like, so the AI moderator always handles all chat conversations. Keep in mind, however, you cannot enable "connect with a person" if you do this. #### Part 4: Post-launch training and monitoring Once your AI agent begins responding to messages, it is important to monitor it for the first few weeks/month that it is on. This is because it may give incorrect responses, and you must clarify these responses until the AI agent is always responding correctly. To do this: 1 (Optional). Notify the attendee in eWebinar's chat system that you have turned on an AI moderator, it sometimes gets information wrong, and you are clarifying what it told them that was incorrect.  2\. In your AI agents dashboard in Chatbase, go to **Activity**, and then **Chat logs**. Find the chat with the incorrect messages.  3\. Click **Revise answer** on the specific messages you need to correct, and type the answer you wanted in the **Expected response** box.  4 (Optional). This revised answer will be saved as a **Q&A** under your AI agents **Sources**. We recommend changing the name of the Q&A to something easier to identify, and possibly adding similar questions that may also use this response with the **Add question** button. 5\. Once the messages have been revised, and the Q&A sources are to your liking,  **Retrain the agent** so your revisions can take effect.  6\. Repeat these steps until your AI agent always responds correctly and you feel confident in its responses.  ### A note about the "Private message" interaction Private message interactions continue to function as expected when you add an AI moderator. The setting (shown below) to skip the message if moderator chat is ongoing applies to the AI moderator as well. ![private message](https://hubspot.ewebinar.com/hs-fs/hubfs/private%20message.png?width=688&height=471&name=private%20message.png) If the webinar has no non-AI moderators assigned to it, private messages will appear to come from the AI moderator. ### How the integration works To understand how the Chatbase integration works, let's look at it from two points of view, from the attendee's and from a non-AI moderator's in the chat admin. #### How the integration works for attendees When the AI moderator sends its first message, the attendee will be able to see that it is "Powered by Chatbase", as indicated by their logo. ![powered by chatbase](https://hubspot.ewebinar.com/hs-fs/hubfs/powered%20by%20chatbase.png?width=688&height=742&name=powered%20by%20chatbase.png) Provided "connect with a person" has been enabled, a number of attendee responses will cause it to be triggered, such as the attendee: - Asked something out of the AI moderator's trained scope - Had an unusually complex question - Repeated a similar question - Did not understand the AI moderator's response - Expressed negative sentiment (e.g., frustration, dissatisfaction, confusion, anger) - Expressed the desire to interact with a real person - Asked or wondered if the moderator is AI Once triggered, a link appears beneath the chat, "👋 Connect me with a person..." ![connect with a person v2](https://hubspot.ewebinar.com/hs-fs/hubfs/connect%20with%20a%20person%20v2.png?width=688&height=847&name=connect%20with%20a%20person%20v2.png) If the attendee clicks the link, the AI moderator is disabled, moderator notifications are triggered (by email, SMS, browser notification, and/or Slack), and the message beneath the chat changes to, "👀 Finding someone to chat with you..." ![finding someone to chat with you](https://hubspot.ewebinar.com/hs-fs/hubfs/finding%20someone%20to%20chat%20with%20you.png?width=688&height=229&name=finding%20someone%20to%20chat%20with%20you.png) Moderators can then jump in and chat with the attendee! If no moderator is able to respond within the set timeframe, the **Auto response** is triggered so the attendee knows they can expect to hear back from you later.  ![connect with a person auto response](https://hubspot.ewebinar.com/hs-fs/hubfs/connect%20with%20a%20person%20auto%20response.png?width=688&height=553&name=connect%20with%20a%20person%20auto%20response.png) #### How the integration works for (human) moderators in the chat admin There are a few different scenarios for how the Chatbase integration might work for moderators in the chat admin depending on how the integration is set up. Here are three main scenarios: | **Scenario** | **Assigned moderators** | **Moderator notifications** | **"Connect with a person"** | **Auto archive AI-only convos** | | --- | --- | --- | --- | --- | | **Hybrid AI / Non-AI** | AI + Non-AI | Enabled | Enabled | Enabled | | **Monitored AI** | AI + Non-AI | Enabled | Disabled | Disabled | | **Unmonitored AI** | AI only | Disabled | Disabled | Enabled | #### 1. Hybrid AI / Non-AI In this first scenario, both AI and non-AI moderators actively participate in responding to attendee questions, though non-AI moderators only jump in when attendees request  to "connect with a person".  This is a nice approach when you want to strike a balance between giving immediate responses and the need for a human touch. Here is how it works: - The AI moderator handles all responses to chat messages unless [something the attendee says](https://hubspot.ewebinar.com/help/chatbase#connect) triggers the "👋 Connect me with a person" link to appear and the attendee then clicks it. - When this happens, the AI moderator is disabled and non-AI moderators are notified by email, SMS, browser notification, and/or Slack (depending on how notifications are set up). - When the moderator clicks the notification and is taken to the chat admin, they can see how much time is left before the **Auto response** is triggered.   ![auto response countdown](https://hubspot.ewebinar.com/hs-fs/hubfs/auto%20response%20countdown.png?width=688&height=498&name=auto%20response%20countdown.png) - When the moderator sends a response, the **Auto response** is automatically canceled. (Or they can manually cancel it, if they need more time.) - When the conversation is complete, the moderator manually archives it. **NOTE:** If moderators are *not* able to respond to a request to "connect with a person" before the webinar ends, the conversation does *not* get automatically archived. This makes it easy for moderators to see which conversations in the inbox still need a response. #### 2. Monitored AI In this scenario, the AI moderator is effectively responsible for responding to all chat messages. However, non-AI moderators still get notified of attendee messages, so they can observe how well the AI is responding to messages and proactively jump in as needed. As in the first scenario, the AI moderator gets automatically disabled if the moderator sends a message, or the moderator can manually disable it. ![disable ai agent](https://hubspot.ewebinar.com/hs-fs/hubfs/disable%20ai%20agent.png?width=688&height=233&name=disable%20ai%20agent.png) AI-only conversations do not get auto archived, so moderators can review them in the inbox and manually archive them. (If they find things that need to be improved, that can make changes to the AI agent in Chatbase.) This approach is good if your ultimate goal is to implement the next scenario, **unmonitored AI**, but you want to feel confident that the AI moderator is handling things well before making the switch. #### 3. Unmonitored AI In this scenario, the AI moderator is fully responsible for responding to all chat messages from attendees, without any (or very little) oversight. (Someone must proactively go the chat archive to review how well the AI moderator is doing.) This approach is good if your goal is to be completely free from the responsibility of answering chat and you are satisfied with the responses from the AI moderator. 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