Go to My Bots, click + Create Your Bot, and enter a Bot Name. Customers see this name when they chat. Then connect the channels your plan allows.
Support Docs
How do I create my first bot?
Go to My Bots, click + Create Your Bot, and enter a Bot Name. Customers see this name when they chat. Then connect the channels your plan allows.
Can I customize how my bot looks and sounds?
Yes. Under General Settings you can set the bot’s name, tone (for example Professional, Friendly or Concise), language and avatar. Under Appearance you can change the brand color, font, launcher icon and message colors, and see the result right away in the Live Preview.
I made changes but my bot isn’t live. Why?
Open the Activation dashboard, switch Bot Activation to « On », and click the green Save button. Changes are not saved automatically, so anything you don’t save is lost when you close the browser.
What is a flow, and how does it work?
A flow follows the rule Intent → Response. The bot works out what the customer wants (the intent), then sends the response or action you linked to it. To make one, click + Create New Custom Flow and give it a name and description.
How do I make the bot understand different ways of asking the same thing?
When you create an intent, add several Training Phrases, which are different ways a customer might word the same request. The more variations you add, the more reliably the bot recognizes the intent.
What kinds of responses can I build?
You can build text, cards (carousels of up to 10) and media such as PDFs, MP4s and images. Each one can be Static (fixed content) or AI Mode (written at runtime from your rules). You can also add buttons, quick replies, and quick replies that collect an email or phone number.
Can customers talk to a real person?
Yes. The built-in Handover Flow passes the conversation to your team. It collects the customer’s details and emails them to your staff.
Where do handover notifications go?
They go to the email address you set in Workspace Settings → Human Assistance. Each alert includes the customer’s details and the conversation transcript.
Can I pause the bot so only my team answers?
Yes. Switch the bot to StandBy mode. The AI stops replying and keeps conversations waiting until a team member steps in. Switch back to Always Active to turn 24/7 automatic replies back on.
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