Chatbot Setup

Build your First Chatbot

This guide walks you through setting up your chatbot from start to finish using the dashboard—no coding required. You’ll learn how to create a chatbot, configure basic settings, adjust its behavior, add initial knowledge, and test everything in the Playground.

Create Your Chatbot

Navigate to Chatbots from the main dashboard

Create Chatbot

Click Create New Chatbot

Create Chatbot

Choose the chatbot you want to work with from My Chatbots

Once created, you’ll be redirected to the chatbot configuration page, where you can customize it step by step.

General Settings

The General tab helps you define who you are and what you want to achieve with the chatbot. These details help the system tailor recommendations and improve onboarding.

Create Chatbot

Here you can configure:

Full Name – Your name
Company Name – Your organization’s name
Industry – The industry you operate in
Company Size – Size of your organization
Job Title / Position – Your role in the company
Goals – What you want to achieve using this chatbot

💡 You can update these details anytime as your use case evolves.

Basic Settings – Customize the Chat Widget

The Basic tab lets you control how your chatbot looks and behaves on your website.

Widget Customization

Create Chatbot

You can personalize:

Chatbot Name – Displayed to end users
Theme – Light or Dark mode
Chat Color & Gradient – Match your brand identity
Welcome Message – The first message users see

🔍 Live Preview: A real-time preview is shown on the right side so you can instantly see how your chatbot will appear to users.

Auto-Close & Availability Settings

Scroll down in the Basic tab to manage how conversations are handled when agents or users are inactive.

Create Chatbot

You can configure:

Working Hours (UTC) – Define when agents are available
Outside Hours Message – Sent when users contact you outside business hours
Unassigned Timeout – Automatically close chats if no agent is assigned
Unassigned Timeout Message – Inform users that agents are currently busy
Customer Inactivity Message – Sent when a chat is closed due to user inactivity

✨ All messages are fully customizable, so you can match your brand tone and keep users informed.

Behaviour Settings

The Behaviour tab controls how your chatbot communicates.

Create Chatbot

Here you can:

Add Behaviour Instructions to guide how the AI responds
Set Conversation Style:
- Formal
- Default
- Enthusiastic
Adjust Creativity Level:
- Lower creativity → more structured, accurate responses
- Higher creativity → more flexible, conversational replies

💡 For support use cases, a lower creativity level is recommended.