Bots
Manage your automated service experience, from branding and knowledge to workflows and help content.
When to use it
Use Bots to maintain your chat entry point, update FAQs and manage automated replies.
Where to find it
Click here: Bots
Step-by-step instructions
Click here: Bots
Choose a bot first
Bots (1) opens the list. Click a card (3) to open that bot. + Create bot (2) is for a new bot, not for opening an existing one.
On this image, 1 is Bots; 2 is + Create bot; 3 is a bot card you can open.Click to enlarge Click here: Bots → select a bot → General Information
Review basic details and preview
Check the bot name first. Name is at 2 and Save changes at 3. Avatar, Theme, Reply language and the chat preview are on this page. Review the preview before saving any real changes.
On this image, 1 is General Information; 2 is Name; 3 is Save changes; 4 marks the Operation area, with Workflow just below it.Click to enlarge Click here: Bots → select a bot → Custom Branding
Find the branding settings
Custom Branding is below Prompt & Models in the inner menu; there is no Appearance tab. The image shows Domain selected and also shows Email Settings. Leave domain setup to your integration owner. Avatar and Theme are in General Information.
On this image, 1 is Custom Branding and 2 is Email Settings at the top right. Save changes is also on this Domain panel.Click to enlarge Click here: Bots → select a bot → Training Data → FAQs → + Add FAQs
Start with FAQs
FAQs (0) and No data mean no content has been added. + Add FAQs is below the top-right search icon; use it to open the add screen. Articles, Documents and URLs are also visible.
On this image, 1 is Training Data and 2 is + Add FAQs. Import FAQs is the neighboring purple button.Click to enlarge Click here: Bots → select a bot → Operation → Workflow
Open the workflow list
Click a flow name (3) to open the editor, or + Add new flow (2) to start a new flow. Workflow is inside a bot, not in the main menu. The next chapter explains the editor.
On this image, 1 marks the Operation / Workflow menu area; 2 is + Add new flow; 3 is the first flow-name row.Click to enlarge Click here: Bots → select a bot → Support Center → Topics → + New topic
Open Support Center topics
The topic area is empty. + New topic is below Publish at the top right. Topics will appear after creation. View Portal opens the portal; Publish changes public visibility and is not needed for practice.
On this image, 1 is Support Center and 2 is + New topic. Publish is also visible at the top right.Click to enlarge Click here: Bots → select a bot → Development → Launch Bot → Add to your website
Locate the website launch page
This shows the website embed area, not appearance settings. Ask your website owner to handle deployment. This guide does not require copying code or enabling external connections.
On this image, 1 marks the Development area, with Launch Bot just below it; 2 marks the instruction above the embed code.Click to enlarge