Get started

Dashboard tour

Where to find everything in the chatbot creator, and what each area is for.

Organizations and chatbots

After signing in you choose an organization. Its dashboard lists all chatbots and links to Organization settings, where you manage your team.

Each chatbot is configured on its own: knowledge, behaviour, design and domain are never shared between chatbots. Billing and team members belong to the organization.

The chatbot sidebar

When you open a chatbot, the sidebar groups everything into three areas:

Overview › Home: Setup checklist, key numbers (conversations and messages) and your plan usage.
Overview › Conversations: Every chat transcript, including visitor feedback.
Setup › Knowledge Base: The content your chatbot answers from: website pages, files and FAQs.
Setup › Behaviour: The system prompt with role, tone and rules, and the handover by email.
Setup › Design & Tone: Name, color, avatar, greeting, slogan and quick starters per language.
Setup › Website Embed: Embed code, display parameters and the allowed domain.
Account › Settings: Rename, pause or delete the chatbot and allow visitor file uploads.
Account › Profile / Billing: Your name, and the organization's plan and usage.

Live preview

The Bubble, Floating and Embedded buttons at the top of every chatbot page open the widget in that display mode. It is the real chatbot with your current settings, so use it to test after every change.

Chatbot settings

Account › Settings

Name: The internal name of the chatbot in your dashboard.
Active: Turns the chatbot off on all websites at once, for example during maintenance, and back on again.
Allow file uploads: Lets visitors attach images, PDFs and Word documents (up to 5 MB) to a message, for example a screenshot of an error. Each message with an attachment counts as 3 messages.
Delete chatbot: Permanently removes the chatbot with all conversations, settings and knowledge. You confirm by typing its name. This cannot be undone.