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Bot Creation πŸ€–

Add Bot​

To add a bot, log in and find the Add Bot button on the main workspace page. If the user has not yet created bots or they have all been deleted, the Add Bot button will be located in the upper left corner of the workspace.

Chatbot

If the user already has bots, the ADD BOT button will be located at the right of existing bots.

Chatbot

Bot info​

After the user has clicked on the Add Bot button, a popup with the settings is displayed to the user. As a first step you need to fill in a name for your bot and a main domain it’s being created for

Chatbot

Operators​

Then you get an option to pick some operators who will be working with this bot:

Chatbot

Verification​

At this step, it is necessary to complete the bot configuration.

Chatbot

Bots list​

After creating your first bot you’ll see it on the dashboard. There are multiple options at hand:

Inbox button will take you to the list of chats. More about Inbox here.

Inbox

This is a button that takes user to the automations. User can add new ones or manage existing. More about workflows here.

Inbox

Here you have main settings for your bot - name, preferences, image etc. Also you can remove it in this section.

Inbox

With just one click right at the list you can turn your bot on and off!

Inbox

DEV NOTE Using bot templates

DEV NOTE Assign agents (team members) who are going to interact with visitors

DEV NOTE Adding a bot script to the site

DEV NOTE Request help building a bot