Create a chatbot

Go to Sidebar › Chatbots › New chatbot. You first pick a template that pre-fills a persona and instructions, then fine-tune the form.

Pick a template

• Tech support — solves problems and deflects tickets.
• Sales assistant — qualifies leads and books calls.
• Booking agent — takes appointments and reservations.
• Front desk — answers hours, location and general questions.
• FAQ bot — answers common questions from your docs.
• Start from scratch — a blank agent you set up yourself.

Key settings

• Name & welcome message — the bot's name and the first line visitors see.
• Provider & model — which AI answers (Claude, OpenAI, Gemini, DeepSeek, Kimi, Groq). The model list matches the provider.
• Embedding provider — used only for training and search (OpenAI or Gemini).
• Persona & extra instructions — who the bot is and how it behaves.
• Guardrails — competitors to never recommend, and "always represent the company positively".
• What to help with / escalate — topics to focus on, and topics to hand to a human.
• Answer only from knowledge — never use general knowledge; answer from your content or offer a human.
• Auto-language, memory, handoff wait — reply in the visitor's language, remember returning visitors, and set how long to wait for an agent before the AI resumes (default 300s).
• Capabilities — turn autonomous agent, custom skills and product recommendations on or off.
• Appearance — theme, layout, launcher, colors, position, and the co-pilot toggles.
• Pre-chat form & status — optionally ask for name/email/phone; mark the bot Active and allow human takeover.

Click Create chatbot. Every bot page then shares a tab bar: Overview · Train · AI Memory · Conversations · Install · Settings.

Note: your plan caps how many chatbots you can create. If you hit the limit, upgrade before adding another.