Typing Mind Custom is an ultimate AI solution designed for teams, businesses, and communities.

With TypingMind Custom, you can create a chat instance under your domain with custom branding, connect it to your training data, and gain full control and customization via the Admin Panel, all while ensuring maximum privacy and security.

Let’s dive into the details of what you can do with TypingMind Custom and a step-by-step to set up your own chatbot with TypingMind Custom.

What can you do with TypingMind Custom?Build a collaborative AI workspace for your team under your brand name Centralized control with the Admin Dashboard Connect to your knowledge base Leverage multiple AI models Track usage and monitor performance Optimize your workflow through task automation Integrate into your existing workflows Step-by-step to set up TypingMind Custom Step 1: Create a new chat instance Step 2: Set up API Keys Step 3: Choose and subscribe to a plan Step 4: Your chat instance is now ready Step 5: Invite members to your chat instance Step 6: Customize your chat instance 1. Setup branding info 2. Feature visibility Step 7: Train the chatbot with your company knowledge base Step 8: Build shared resources for your team 1. Create Prompt Library 2. Develop an AI Agents collection and pin them on the chat UI 3. Pre-configure plugins Step 9: Restrict member's access to specific chat models and resources Step 10: Access control Step 11: Integrate your chat instance into your existing workflow 1. Embed as a chat widget on your website 2. Use our API Step 12: Test and monitor your chatbot 1. Test the output quality 2. Monitor user - AI model interaction 3. Track user usage That’s it!

What can you do with TypingMind Custom?

Build a collaborative AI workspace for your team under your brand name

TypingMind Custom offers a shared AI workspace with:

Built-in prompt library

Built-in AI agents

Built-in plugins

And you can also provide custom branding and domain for the chat interface!

Centralized control with the Admin Dashboard

As an Admin, you can fully customize and control the AI Agent with the following options:

Branded interface and custom domain

Manage team members and their access

Prepare shared prompts, AI Agents, and Plugins

Set up Single Sign-on, JWT authentication, etc.

Monitor model usage insights

Connect to your knowledge base

Integrate the AI with your custom knowledge base to get more personalized and accurate responses to your domain-specific queries.

Leverage multiple AI models

Each model offers specific advantages, pick your preferred models such as:

ChatGPT-4

Anthropic Claude 3.5

Google Gemini 1.5 Pro

LLaMA 3

and more!

Track usage and monitor performance

Maintain control over your AI Agent:

Cost management: set usage limits to control AI usage across teams.

Chat logs: review chat logs of all AI-generated content, conversations, and analytics to ensure quality.

Analytics dashboard allows you to track user usage more easily.

Optimize your workflow through task automation

Reduce repetitive, manual workloads by using our API or custom plugins:

Integrate into your existing workflows

Easily integrate TypingMind Custom into platforms like Telegram, Slack, and Discord for quick access to useful information.

Our API doc: https://api.typingmind.com/docs

Let’s see how to implement these features on TypingMind Custom!

Step-by-step to set up TypingMind Custom

Step 1: Create a new chat instance

Start by creating a new chat instance at Start by creating a new chat instance at https://custom.typingmind.com/signup (14-day free trial, no upfront cost)

A "Chat instance" or an "instance" is a chat interface you created when signing up for an account on Typing Mind Custom. You can create multiple chat instances for multiple purposes. Each Chat instance is tied to one OpenAI key and runs on one domain.

After filling in all the needed information, a verification email will be sent to your inbox so you can verify the newly created chat instance.

By following the verification link, you'll access the Admin Panel, where you can manage API keys, chat features, prompts, AI Agents, etc. available on the chat interface:

Step 2: Set up API Keys

After signing up, you will be landed in the Admin Panel, where you can customize almost everything on the chat interface.

To get the chatbot to work properly, you will need to connect it with the chat model’s API key:

Go to API keys menu and enter your API key, currently, we offer:

OpenAI models: GPT-4o, GPT-4 Turbo, GPT-3.5 Turbo, etc.
Anthropic Claude: Claude 3.5, Claude 3, Claude Instant, etc.
Gemini models: Gemini 1.5 Pro, Genimi 1.0 Ultra, etc.

Please note that we will update the latest AI models as soon as they are available via API.

Go to Manage Models menu and click Add Custom Models if you want to use Azure OpenAI, Perplexity, Mistral, etc. by adding custom models on your Admin Panel.

Step 3: Choose and subscribe to a plan

To activate your chat instance, go to Billing, select and subscribe to a suitable plan.

Subscription options are also accessible via the Buy Subscription button at the top bar notification. The plans include:

Starter plan ($99)

Growth plan ($149)

Professional plan ($199)

Learn more about what you can get for each TypingMind Custom plan here

💡

We offer 14-day free trial so feel free to give it a try!

Step 4: Your chat instance is now ready

You can now click the "View Live" link to preview your chat instance.

Step 5: Invite members to your chat instance

Once your chat instance is set up, you can invite members of your team to start collaborating.

To add new members:

Go to the User list under the User Management system

Input the email addresses of the people you want to invite

Your team members will receive instructions to log in and access the chat instance.

You can invite up to 5 members for a chat instance, if you want to invite more, you can buy extra seats by going to User list under the User Management system → Buy More Seats.

💡

By default, invited members can only access your chat UI, however, you can also set them to be an Admin like you to control the chat UI, or Content Moderator to only upload training data. Check out this article to learn how to do that!

Step 6: Customize your chat instance

As an Admin, you can fully control and customize the chat instance to suit your team's brand theme.

1. Setup branding info

Customize the chat interface to align with your brand style, including:

Brand name, logo, tagline

Custom domain

Custom theme

Language

Links

All of these options can be done at “General Settings”

2. Feature visibility

Determine which features should be visible in the chat interface. Navigate to the "Chat Features" section to enable or disable features on the user interface (UI).

Once a feature is disabled, it will no longer appear on the chat interface, meaning that your members will not be able to see or use it.

Step 7: Train the chatbot with your company knowledge base

Train your chat instance with custom knowledge base to let it work as a private chatbot that can answer personalized questions to your team.

You can connect knowledge base from multiple sources, including Notion, Intercom, PDF, CSV, TXT, and more:

Go to Knowledge Base under the Data management system

Click on the “Add Data Source” button

Select a source of knowledge base to connect with your chatbot

In case you are not sure how we retrieve data so the AI model can answer properly, check How Your Knowledge Base Works

Step 8: Build shared resources for your team

Build shared Prompts, AI Agents, and Plugins so your team can access these resources effortlessly without manually setting them up on their end.

1. Create Prompt Library

Create shared prompts that all team members can utilize and collaborate in your shared AI workspace.

Here’s how:

Click on Prompts library under the Data Management section in the Admin Panel

“Add Prompts” to create built-in prompts for your team.

Members will easily access your pre-built prompt library and make use of the prompts to get the best answers.

2. Develop an AI Agents collection and pin them on the chat UI

Create a custom AI Agent for your chat instance to serve as a specialized assistant for certain tasks. For example, a "Code Expert" AI Agent can help with coding and debugging.

Build as many AI Agents as you need, each designed for a different purpose, to significantly improve your team's workflow efficiency.

To create an AI Agent, follow the steps below:

Click on "AI Agents"

Click "Add AI Agent"

Enter details such as the Name, Description, and Instructions to direct the AI on what to answer, and set who can access this AI Agent

To ensure your team has easy access to these AI Agents:

While creating an AI Agent, enable "Pin this AI agent on the main page"

Pinned AI Agents will be displayed on the chat UI where members can see them as they enter or start a new chat.

💡

AI Agents can be customized even further with your own custom knowledge base. This means beyond the instructions you give, you can also train them with your custom knowledge base. Learn more at Build AI Agent with Custom Data

3. Pre-configure plugins

Plugins will extend the functionality of the chat models, which can help the models access up-to-date information, run computations, or use third-party services to generate better responses.

Some plugins require configuration to function properly. For example, the web search plugin needs a search engine ID and API key.

Rather than having each member set this up manually, you can pre-configure these settings in the Admin Panel to streamline the process as following steps:

Click on Browse plugins

Install the plugins you want to use for your team members

or You can Create / Import new plugins that are not provided in the plugin list.

This allows your members to use the plugins without the need to set them up manually.

💡

Server plugins are plugins that run on the server side and hidden away. The users will not see the plugin source code, settings, credentials, etc., and don’t need to provide any settings to the plugins.

Step 9: Restrict member's access to specific chat models and resources

You can control which users have access to specific prompts, AI Agents, plugins, or chat models.

TypingMind Custom allows you to make the restrictions possible by using the User Group system:

You add members who have relevant roles or tasks in your team to a dedicated group.

Within a specific Prompt / AI Agent setting, you assign the User Groups you created above to each prompt / AI Agent. Users not in the assigned group can not see these resources.

For example:

The marketing team members could be added to the Marketing group and only allowed to use marketing-related resources such as “Marketing Brainstorm”, “Content Writer”, and “Copywriter” prompt / AI Agents

Developers could be added to the Developer group and only granted access to GPT-4o and coding-related resources such as “Code Explainer”, “Code Troubleshooter”

Learn how to restrict user access to certain:

Chat models

Prompts

AI Agents

Step 10: Access control

Your chat instance defaults to Private Mode, which means only invited members can log in and access the chat.

However, we provide two additional access options:

Public Mode - Your chat instance is open and accessible to everyone.

Authorized Mode - Your chat is accessible to anyone with a verified email address.

Step 11: Integrate your chat instance into your existing workflow

You can connect your chat instance to your existing workflow as follows:

1. Embed as a chat widget on your website

Go to the Chat Widget section

Customize the widget appearance

Click “Copy code” and paste it after the opening <head> tag on the page you want to add this widget.

2. Use our API

TypingMind Custom API is a REST API that lets you interact with data in the TypingMind system. It uses JSON-formatted data for requests and responses.

The API allows you to:

Manage Users: add new users, remove users, update a user detail (like user groups)

Manage Chats: create a model response for a given chat conversation.

💡

More details here: https://api.typingmind.com/docs

Step 12: Test and monitor your chatbot

1. Test the output quality

Test your chatbot with multiple questions varied in different scenarios to ensure the chatbot answers correctly on your queries.

2. Monitor user - AI model interaction

You can also enable Chat Logs to track how members engage with the chatbot. This option allows you to view user chat history to make sure the AI model response as expected and adjust your guidelines accordingly:

Go to Chat logs

Click Settings on the top right corner

3. Track user usage

Go to Reporting → Analytics to track how many tokens your members have already consumed and which models they are using

That’s it!

That almost covers the basic steps for easily creating a chat instance for your team and managing it through the Admin Panel with TypingMind Custom. Reach us if you need any further clarification!

Getting Started with TypingMind Custom (Cloud-host)