Create and Launch a Chatbot

Set up your chatbot from start to finish with this simple guide.

In this article

1. Create a new bot
2. Add content to the bot’s brain
3. Configure the chatbot
4. Test your chatbot
5. Set up targeting and deploy

Create a new bot

1. In the left sidebar, go to the Bots tab
2. Click New Bot
3. Enter a name for your chatbot
4. You’ll automatically be directed to the Knowledge tab

Add content to your bot's brain

To answer questions, your chatbot needs a brain—and that brain is made up of Crawls and Datasets housed in the Knowledge tab.

There are two ways to do this:

• Option 1: From the Bots tab, open your bot, then click Add Crawl or Add Dataset to create and connect sources in one step

• Option 2: Go to the Knowledge tab in the left sidebar to create your Crawls and Datasets. Then return to your bot and link them in its Knowledge tab
  
  

Configure the chatbot

Now it’s time to tailor how your chatbot looks and behaves.

1. Go to the Configuration tab
2. Customize the appearance settings like colors, style, and the chatbot avatar
3. Adjust messaging elements such as greetings, fallback responses, and more
4. Capture emails and set up custom messaging for the chatbot on specific pages

Test your chatbot

This article walks through how to access and use Sandbox Mode for private testing prior to making your bot live.

Set up targeting and deploy

Choose where your chatbot should appear, and deploy it to your site.

1. Within the Configuration section, click the Targeting tab
2. Enter the URL where you want the chatbot to display
   

Your chatbot is ready!

Once you’ve completed the steps above, your chatbot is live and ready to assist your visitors.