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Introduction

Key Features

    Uniqueness

    Frequently Asked Questions

    Open-Source?
    Registration Needed?
    Installation Required?
    AI-empowered?

    Specifications

    URL:
    Country or Region:
    Author(s):
    License:
    Operating System(s):
    Language(s):
    Registration Needed:
    Installation Required:

    Video Demonstration

    User Guide

    Coze (扣子)
    1. Access Coze Website
    2. Create and Configure Agent
    3. Manage Knowledge Base
    4. Publish to External Platforms
    5. Example: Integrate to Website

    This user guide outlines how to access Coze, build and configure agents, manage knowledge bases, and publish to external platforms.

    Access Coze Website

    1. Navigate to the website: https://www.coze.com/;
    2. Click Get started to log in or register with a Google account or phone number;
    3. After successful login, you will be directed to the Coze dashboard.

    Create and Configure a Coze Agent

    1. From the dashboard, click the + icon, then select Create agent;
    2. Choose either the Standard tab for manual configuration or the AI-based tab for prompt-generated agents;
    3. For Standard: Enter an Agent name and an optional Agent description, then click Confirm;
    4. For AI-based: Input your prompt in the text field and click Generate, then Confirm;
    5. In the Persona & Prompt section, define the agent's identity, role, and operational instructions;
    6. Navigate to the Arrangement section to configure the Model, Plugins, Workflow, Knowledge base, Memory, and Chat experience;
    7. Utilize the Preview & Debug section to test and refine your agent's responses;
    8. Toggle the User message billing button in the top panel to determine who covers the credit costs.

    Manage Knowledge Base

    1. Access the Knowledge section within the Arrangement area;
    2. Select a knowledge type (Text, Table, or Image) and click the + icon to create a new knowledge base; (Notes: Coze supports various file formats including TXT, PDF, .DOCX, and .XLSX.)
    3. Click Create knowledge;
    4. Set the name, description, and import type for the knowledge base;
    5. Upload relevant documents or input necessary information;
    6. Select a Segmentation Strategy and click Next, then Confirm;
    7. Once the system processes and indexes the content, click Add to agent;
    8. Use the Preview & Debug section to verify the agent's ability to retrieve information from the added knowledge.

    (Notes: The knowledge base enhances your agent's ability to provide accurate, context-specific answers.)

    Publish Agent to External Platforms

    1. Click the Publish button in the top-right corner of the agent configuration interface, then select Skip and Publish;
    2. In the pop-up window, select the platform(s) you wish to publish to (e.g., Discord, WhatsApp, Chat SDK);
    3. Click Publish, then Finish;
    4. Follow the platform-specific instructions to generate and copy the necessary token or code snippet.

    Example: Integrate to Website

    1. Generate Agent Chat SDK: Select Chat SDK in the publish page, then click Publish > Install > Copy;
    2. Navigate to the Coze dashboard, click Coze API > Authorization > Personal Access Tokens > Add;
    3. Set Name, Expiration time, Permissions, Access team space, and click Confirm;
    4. Copy the generated Personal Access Token;
    5. Replace the two place holders in the Agent Chat SDK code pat_******** with your Personal Access Token;
    6. Insert the updated Agent Chat SDK code into the HTML template provided below, replacing the placeholder;
    7. Embed this code into your website's HTML where you want the chat widget to appear.

    (Notes: The exact steps for publishing may vary depending on the platform. Always refer to Coze's up-to-date documentation for platform-specific instructions.)

    HTML Template:
    <!DOCTYPE html>
    <html lang="en">
    <head>
      <meta charset="UTF-8">
      <meta name="viewport" content="width=device-width, initial-scale=1.0">
    </head>
    <body>
      <!-- Place holder: Place your Coze Web SDK initialization code here -->
    </body>
    </html>

    Educational Scenarios

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