Chatbots
Create Your First Chatbot
A Comprehensive Guide to Creating and Configuring AI Chatbots
Prerequisites
Before creating Chatbots, ensure you have:- Access to Studio
- An active Chatbot subscription
- Website access for deployment
You have to whitelist
the domain of your website in the organization settings to use the chatbot.
1
Get Started
Navigate to the website-chatbots page in Studio and click “Create New Chatbot”.
2
Configure Content
Configure your chatbot’s content across different screens:Select a Screen and configure its content
3
Configure Behavior
Set up your chatbot’s AI behavior and responses:
Quick-start with tested behavior templates that you can customize:
After importing, you can customize all configuration options below:
Import Behavior Templates
Import Behavior Templates
Set AI Model
Set AI Model
Choose the AI model that best fits your use case:
Attach Sources
Attach Sources
Connect your knowledge sources:
- Upload documents, website URLs, or text content
To learn more about sources, check out the Sources guide.
Adjust Configurations
Adjust Configurations
Fine-tune your chatbot settings:
- Temperature, Max tokens, Response length, Memory handling, Context window
4
Configure Style
Customize your chatbot’s appearance:
Quick-start with pre-built style templates:
Import Template
Import Template
Start with our professionally designed templates:
After importing, you can customize all styling options below:
Customize Styling
Customize Styling
Fine-tune the imported template:
- Global styling
- Lead form styling
- Conversation styling
- Chatbot button styling
You have the option to enable or disable branding for your chatbot.
5
Edit Chabot Settings
Edit the chatbot settings:
- Enable or disable the chatbot on mobile and desktop
- Require Login to chat
- Manage lead capture settings
- AutoOpen chatbot on mobile and desktop with a delay
6
Integration
Add your chatbot to your website:
Place this code in the
- Publish your chatbot to enable integration.
Users on the Free plan cannot integrate the chatbot. Please upgrade your plan to enable these features.
<head> tag of your website.7
Preview and Share
- Preview on multiple devices
- Share chatbot preview - Share this link with your customers to let them preview your chatbot.
Users on the Free plan can create up to 1 chatbot. Upgrade your plan to create
more chatbots and access additional features.