Building a Chatbot for Customer Support with Needle’s Python SDK

Use Needle RAG-as-a-Service

and

Sep 26, 2024

In today's competitive landscape, providing seamless and efficient customer support can make or break your business. One powerful way to enhance this experience is by integrating advanced AI chatbots powered by robust Retrieval-Augmented Generation (RAG) systems, which combine contextual data retrieval with human-like conversations.

At Needle, we offer a Python SDK that can be used to develop these AI-powered customer support solutions. In this blog post, we’ll guide you through using our Needle Python SDK to build a support chatbot that leverages the capabilities of Needle’s API for context retrieval and large language models (LLMs) like OpenAI's GPT to generate human-friendly responses.

Why Use RAG for Customer Support?

Retrieval-Augmented Generation (RAG) combines two key processes:

Retrieval: Extracting relevant information from large data sets or documents (e.g., product manuals, FAQs, or past tickets).
Generation: Producing natural-sounding responses using an LLM (Large Language Model).

For customer support, this approach ensures that chatbot responses are highly accurate, context-specific, and always grounded in factual data rather than fabricated answers.

Setting Up the Needle Python SDK

Before diving into code, make sure you have Python version 3.8 or higher installed. You can easily install the Needle Python library with the following command:

pip install needle-python

You’ll need an API key from your Needle account to authenticate your API requests. You can find this in the developer settings section of your Needle dashboard. Once you have the key, set it as an environment variable:

export NEEDLE_API_KEY=<your-api-key>

Step 1: Create a Collection and Add Documents

To get started, you first need to create a collection of documents that the chatbot will pull context from. Here’s how to do it:

from needle.v1 import NeedleClient
from needle.v1.models import FileToAdd

# Initialize the Needle client
ndl = NeedleClient()

# Create a collection for customer support documents
collection = ndl.collections.create(name="Support Docs")

# Add relevant documents to the collection (e.g., product guides or FAQs)
files = ndl.collections.files.add(
    collection_id=collection.id,
    files=[
        FileToAdd(
            name="product-guide.pdf",
            url="https://example.com/product-guide.pdf",
        ),
    ]
)

After adding documents, Needle automatically indexes them for quick and efficient searches. You’ll want to ensure the indexing is complete before proceeding:

import time

# Wait until all files are indexed
files = ndl.collections.files.list(collection_id=collection.id)
while not all(f.status == "indexed" for f in files):
    time.sleep(5)
    files = ndl.collections.files.list(collection_id=collection.id)

Step 2: Retrieve Context from the Collection

When a customer asks a question, your chatbot needs to fetch the most relevant information from your collection of documents. Here's how to use the Needle API to search for the context:

# Define the customer query
query = "What are the troubleshooting steps for issue X?"

# Retrieve relevant context from the collection
results = ndl.collections.search(collection_id=collection.id, text=query)

Needle extracts the most relevant sections of your documents, that the chatbot can use to generate a meaningful response.

Step 3: Generate a Customer-Friendly Response with OpenAI

Now that you’ve retrieved the context, the next step is to use an LLM like OpenAI’s GPT-4.o to craft a natural-language response. You can integrate OpenAI into your pipeline like this:

import openai

# Prepare system messages from the chunks (results)
system_messages = [{"role": "system", "content": r.content} for r in chunks]

# Prepare the user message with the question
user_message = {
    "role": "user",
    "content": f"""
        Only answer the question based on the provided results data. 
        If there is no relevant data in the provided results, do not generate an answer.
        This is the question: {prompt}
    """
}

# Call the OpenAI model to generate an answer
answer = openai_client.chat_completions.create(
    model="gpt-4o-mini",
    messages=[
        *system_messages,
        user_message,
    ],
)

# Output the response
print(answer['choices'][0]['message']['content'])

For example, if the customer asked about "troubleshooting steps for issue X," the bot might respond with:

"For issue X, follow these steps: 1. Restart the device. 2. Check your internet connection. 3. Update to the latest firmware version."

Step 4: Handling Errors Gracefully

While working with APIs, handling errors gracefully is essential to ensure your chatbot doesn't crash during unexpected events. If a request to Needle API fails, needle.v1.models.Error the object will be thrown. There you can see a message and more details about the error.

Wrapping It Up

By combining the power of Needle’s context retrieval and OpenAI’s language generation, you can create a highly intelligent and efficient customer support chatbot. This system ensures that the responses are accurate, informative, and always based on the latest available data from your documentation.

Here's a quick summary of what we covered:

Set up Needle Python SDK and create a collection of documents.
Add and index files, ensuring they are ready for context retrieval.
Search for relevant context based on customer queries using Needle's API.
Generate human-friendly answers using an LLM like OpenAI’s GPT.

Whether you’re supporting technical products, services, or software platforms, Needle allows you to deliver highly contextualized support in real-time. Have questions or need help? Feel free to join our Discord channel, where our team and community are ready to assist!

Happy Coding! 🚀

Needle