Role-based chatbot implementation in Appian interfaces

Question

Hi All, 
 I am working on an Expense Reimbursement System POC in Appian. 
 We have three different user roles: Employee, Manager, and Finance Team, each with separate interfaces. I need to implement an AI chatbot in all three interfaces that can answer user questions based on claim data. 
 What is the best approach to design and integrate role-specific chatbots in Appian? Should each interface have a separate chatbot configuration, or can we reuse a single chatbot with dynamic context? 
 Also, how can we ensure the chatbot responds based on the logged-in user&rsquo;s role and related data? 
 Thanks in advance.

varuntejagurrapu · Answer

Hi jananyi790908 , as per your usecase, you can use a single record chat component and UI, and dynamically pass the inputs. I recommend to use record level security for the record type, ensures chatbot only givws output from which the loggedin user is a member of certain group. 
 Yes, we can give dynamic context using - Additional Instructions, parameter in the component configuration->Behaviour. FYI - Please check the relevant documentation - docs.appian.com/.../Records_Chat_Component.html

Shubham Aware · Answer

Use one reusable a!recordsChatField() with role-based record-level security on the Expense Claim Record Type and dynamic additionalInstructions per interface/role. No need for separate chatbot configurations unless each role needs completely different prompts or data sources.