Create a bot
A bot is the assistant you configure and deploy. You can run several at once — one per brand, language or use case — up to your plan's limit.
Creating a bot#
Open Bots → Add bot
From the dashboard sidebar, go to Bots and click Add bot.Name and describe it
Give the bot a clear name and an optional description. These are internal — customers never see them.Save
The bot is created in a disabled state until you connect a channel. Configure its knowledge and behavior, then deploy.
What you configure#
Each bot is shaped by a handful of settings, found on its Settings tab:
- Instructions & handoff rules — how it behaves and when it escalates to a human.
- Session timeout — how long a chat stays open between messages.
- Tools & integrations — actions the bot can take in your systems.
- Log conversations — keep transcripts for analytics and the Inbox.
Knowledge is separate
A bot answers from your knowledge base, which is shared across the organization — you don't attach articles per bot. See the Knowledge Base section.Enable, disable, delete#
The bot's Danger zone holds its lifecycle controls:
- Disable pauses the bot — it stops replying on every channel but keeps its configuration and history.
- Enable brings a paused bot back online.
- Delete permanently removes the bot and its associated data. This can't be undone.
Delete is permanent
Deleting a bot also removes its channel connections and analytics. Disable instead if you only need to pause it.