Building a smarter chatbot

In a blog post discussing the evolution of an AI-powered chatbot named Bill, developed by Plaid, the authors detail the journey and enhancements made to improve Bill's functionality. Initially constructed during a 2023 hackathon, Bill was expected to be overtaken by commercial solutions, but its efficacy led to further investment in its development. The post outlines various strategies attempted to enhance Bill's ability to effectively use reference documentation, an area where it initially struggled. These included updating AI models, optimizing prompts, and re-ranking documents, but the most effective improvement involved adjusting the handling of large reference documents. By transitioning to a system that utilizes a relational database and empowers the LLM to select relevant documents, Bill has significantly improved in delivering accurate answers using detailed API documentation. The authors highlight the rapid advancement in AI technologies, which prompted them to revisit assumptions and strategies, ultimately leading to a more cost-effective and efficient solution. They conclude by emphasizing the dynamic nature of AI development and hinting at future improvements while inviting new talent to join their innovative team.

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