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AI Chatbot Setup

Train your AI chatbot to understand your business and provide accurate, helpful responses to customer inquiries 24/7.

Chatbot Dashboard

Overview​

The Chatbot section is your command center for building and managing your AI agent. It consists of four main areas, accessible via the top tabs:

  1. Training: Teach your chatbot using files, website content, and Q&A pairs.
  2. Flows: Create visual conversation paths for specific scenarios.
  3. Playground: Test your chatbot in real-time to verify its responses.
  4. Settings: Configure personality, behavior, and preferences.

1. Training 🧠​

The Training tab is where you provide the knowledge base for your AI. The sidebar allows you to manage different data sources:

Files 📄​

Upload files containing your business information, FAQs, or product documentation.

Supported File Types:

  • PDF (.pdf)
  • Microsoft Word (.doc, .docx)
  • Plain Text (.txt)
  • Markdown (.md)
  • CSV (.csv)

How to Upload:

  1. Select Files from the sidebar.
  2. Click "Add new files".
  3. Select one or multiple files (up to 10 files at once).
  4. Wait for processing (typically 1-5 minutes).

File Size Limits:

  • Free Plan: 5 MB per file
  • Starter Plan: 10 MB per file
  • Business Plan: 25 MB per file

Website 🌐​

Automatically extract information from your website.

How to Crawl:

  1. Select Website from the sidebar.
  2. Click "Crawl Website".
  3. Enter your website URL (e.g., https://yoursite.com).
  4. Configure options (Max Pages, Depth).
  5. Click "Start Crawling".

Crawling Limits:

  • Free Plan: Up to 50 pages
  • Starter Plan: Up to 200 pages
  • Business Plan: Up to 1,000 pages

Q&A đŸ’Ŧ​

Manually add specific question-answer pairs for precise control. This is best for:

  • Specific company policies
  • Pricing information
  • Custom greetings
  • Correcting specific bot behaviors

How to Add:

  1. Select Q&A from the sidebar.
  2. Click "Add New Q&A".
  3. Enter the Question (user's query) and the Answer (bot's response).
  4. Save the pair.

Information ℹī¸â€‹

Add general text context about your business that doesn't fit into files or Q&A. This can include your business description, mission, or general instructions for the AI.

3. Playground 🎮​

The Playground is your testing environment.

  • Test Real-time: Chat with your bot exactly as a user would.
  • Debug: See how the bot responds to different phrasings.
  • Refine: If an answer is incorrect, update your Training data or Q&A and test again here.

4. Settings ⚙ī¸â€‹

Configure the behavior and appearance of your chatbot.

For detailed configuration options, please refer to the Chat Settings guide.

Next: Install the Chat Widget