01 - Getting started - Building a chatbot

Quickly learn how to build your own custom chatbots.

In this article

How to create a new bot

1. Go to the Bots page, then you can click on the Create new bot button

2. You will be given the choice of templates which you can preview and choose or you can select the last option which is to  Start from scratch

3. Once you make your choice you will then be taken inside the bot builder where you can begin to build out your conversation

How to create a new bot

How to name your bot

One of the first things you might want to do is name your new created bot to help keep track of your bots. These names ARE NOT shown to your customers so you can be as descriptive as you like.

1. Click on the messages section of your bot to take you inside the bot builder

2. On the top left you can click on the existing name and enter your new name

How to build out your bot's conversation

This is where your bot comes to life and you can add whatever you want to your chatbot! 

How to add and edit new messages object

1. To add a new message or question, simply click on the Add Object button, choose which object you want to add and drag it onto your canvas

2. To edit the object on your canvas, click on it to open up the editing modal make your changes and this hit save.

3. When you are ready to connect your object, click on one of the orange circles from another object and drag the arrow to the object you wish to connect.

Note: You can disconnect an object again by clicking on the orange circle 

Setting an opening message

Every bot conversation needs a starting point. To set a starting message is simple.

1. Hover over the object you want to use at the beginning and click on the start icon.

How to set your bots intro and description

Every bot you create can have its own unique intro and description. You can use this section to intro yourself or give a little description about what the bot does. 

1. Open sure the bot preview inside the builder is expanded. 

2. Click on the text beside your avatar to edit each line.

Changing the agent of your bot

One thing you will notice is that we display your avatar and use your name on your chatbot. This is because you are the agent of the bot. 

1. Go to your bots page and find the bot you wish to change, then click the user under the "Agent"

2. Then select from who you wish the conversation to be sent from.

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