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Create a New Bot

A bot is one chatbot instance — one personality, one knowledge base, one embed script. You can have multiple bots in a team (limited by your plan).

Prerequisites

  • You’re signed in and inside a team (see Getting Started).
  • Your team’s plan has at least one available bot slot.

1. Open the Chatbots page

In the sidebar, click ChatBots. The page lists every bot in the team; if you don’t have any yet, the empty state centers a + Create New Chatbot button. If you already have bots, click the header + Create New Chatbot button on the top right.

ChatBots page with one bot card (Acme Support Bot, status Ready, 2 Resources, 0 Messages) and a Create New Chatbot button top-right

2. Open the create-bot panel

Click + Create New Chatbot. A side panel slides in from the right.

The panel asks for one field:

  • Name — what the bot shows as its header title in the widget. You can rename it later in Appearance.
Create-bot side panel with the Name field filled in

3. Click Create Bot

A toast confirms Bot created successfully and you land on the bot’s dashboard at /bots/<bot-id>. The bot is published immediately — embeddable, but with no knowledge yet.

Bot dashboard with stats cards, Bot Information panel showing status Ready, Recent Sources table with two source rows (Indexed and Failed), and the embed snippet visible at the bottom

What you get on the bot dashboard

The left bot-scoped sidebar exposes everything you can do per-bot:

  • Dashboard — stats, status, embed snippet (this page).
  • Knowledge Base — sources and indexed documents.
  • Playground — test the bot in a sandbox chat.
  • Conversations — every visitor chat history.
  • Content Gaps — unanswered questions to triage.
  • Integration — review API examples for this bot.
  • Custom Prompt — set the bot’s tone, system prompt, and fallback behavior.
  • Appearance — widget colors, position, title, greeting.
  • Analytics — usage charts.
  • Document Usage — which docs got cited and how often.

Defaults to know

Until you customize:

  • Status: Awaiting Sources — the bot will reply with the fallback message until you add knowledge.
  • Tone: friendly and helpful (configurable in Custom Prompt).
  • Citation: every answer cites the source document.
  • Fallback: when the bot can’t find an answer, it offers to connect the visitor to a human.

Troubleshooting

  • “Chatbot limit reached. Please upgrade your plan.” — your team has used all bot slots in its plan. Delete an unused bot, or upgrade billing.
  • Empty Name validation — Name is required. Cannot be blank.

What’s next