Creating Your First Bot
Follow this guide to create a fully functional AI chatbot that represents your business perfectly.
Start the Bot Creation
From your dashboard, click the "New Bot" button in the top right corner, or navigate to Bots → Create New Bot.
Tip: You can create multiple bots for different purposes—e.g., a sales bot for your main site and a support bot for your help center.
Choose Your Bot's Identity
Give your bot a name and personality that matches your brand:
Bot Name
Choose a friendly, memorable name. Examples:
- • Alex — Friendly and approachable
- • Support Team — Professional, team-based
- • Luna — Creative and unique
- • [Your Brand] Assistant — Brand-focused
Bot Description (Internal)
Add a description for your team to identify the bot's purpose. This isn't shown to visitors.
Configure Welcome Message
Set up the first message visitors see when they open the chat:
Good Examples
- "👋 Hi! I'm here to help. What can I assist you with today?"
- "Welcome! Ask me anything about our products or services."
- "Hello! Looking for something specific? I can help!"
Avoid
- ❌ Too long or overwhelming
- ❌ Technical jargon
- ❌ No clear call to action
- ❌ Being too formal or robotic
Select Your Bot's Purpose
Choose the primary use case for your bot. This helps optimize responses:
Customer Support
Answer questions & troubleshoot
Lead Generation
Qualify & capture leads
Sales Assistant
Product info & recommendations
Choose Tone & Personality
Select how your bot should communicate:
| Tone | Best For | Example Response |
|---|---|---|
| Friendly | B2C, casual brands | "Hey! Great question..." |
| Professional | B2B, enterprise | "Thank you for reaching out..." |
| Concise | Technical support | "Here's how to fix that:..." |
| Enthusiastic | Creative industries | "Awesome choice! Let me help..." |
Customize Appearance
Make your bot match your brand:
- Primary color: Match your brand colors
- Avatar: Upload a custom icon or use initials
- Position: Bottom-left or bottom-right
- Button style: Rounded or square
Preview your changes in real-time before saving.
Add Quick Replies (Optional)
Add suggested quick replies to help visitors start conversations:
Pricing
Book a Demo
How does it work?
Contact Sales
Quick replies appear below the welcome message and make it easy for visitors to start common conversations with one click.
Save & Deploy
Click "Create Bot" to save your configuration. You'll be taken to the bot settings page where you can:
- Copy the installation code
- Add knowledge base content
- Configure integrations
- Set up lead capture
Pre-Launch Checklist
Bot name and avatar configured
Welcome message is clear and inviting
Quick replies added for common topics
Colors match your brand
Knowledge base has initial content
Tested on your website
Notifications configured
Your Bot is Ready!
Now make it smarter by adding knowledge and configuring advanced settings.