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Create Bot

Create Bot

Configure an AI bot with personality, model, knowledge, tools and deployment settings.

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Bot Information

Name your bot and decide who inside the workspace can reach it.

Step 1

Bot Avatar

Drop an image here or browse files

PNG, JPG or SVG · square works best · up to 2 MB

Shown in the bot list, the chat header and every transcript.

Drives grouping and the default icon.

One or two sentences describing what this bot is for.

Receives failure alerts and approval requests.

Press Enter or comma to add. Tags power search and saved views on the All Bots page.

Pin this bot to the top of your workspace list.

Visibility

AI Configuration

Pick the model that answers and tune how deterministic it should be.

Step 2

Changing the provider reloads the model list.

Larger models cost more per call but reason further.

Low values repeat themselves reliably. High values improvise.

Caps how much of the probability mass the bot may sample from.

Hard ceiling on a single reply.

The bot still answers in whatever language the user writes.

The standing instruction sent ahead of every conversation. Be specific about what the bot must never do.

Personality

Set the voice, the opening line and what happens when the bot is stuck.

Step 3

Tone

Rules the bot applies to every reply, on top of the system prompt.

First message shown when the chat opens.

Shown under the greeting as a gentle nudge.

Separate several starters with a forward slash. They appear as one-tap chips.

Used when confidence is low or the answer is not in the knowledge base.

Sent at the moment the bot transfers to a person.

Knowledge

Choose what the bot may read, and how much of the conversation it remembers.

Step 4

Answers are grounded in the selected base.

How much of the running conversation is resent each turn.

Sources

24 PDFs, DOCX and Markdown files

12 crawled URLs, refreshed weekly

86 question and answer pairs

4 curated topic collections

2 structured CSV datasets

At least one source is required before the bot can be deployed.

Remember earlier turns and user preferences across sessions

Connected Tools

Tools the bot may call while it answers. Start narrow and widen later.

Step 5

2 of 10 tools connected.

Permissions

What this bot is allowed to do once it is live.

Step 6

Fetch records from connected sources

Create or update records on the user's behalf

Remove records permanently

Reach hosts outside your network

Accept attachments from the chat window

Produce images from a text prompt

Execute generated code in the sandbox

Authenticate against third-party services

Delete and Code Execution are irreversible. Grant them only to bots you have tested in a Testing deployment first.

Deployment

Decide where this bot runs and what gets recorded.

Step 7

Status

Semantic version recorded against this configuration.

Where transcripts are stored at rest.

Roll minor model updates out automatically

Store full transcripts for 30 days

Track resolution rate and satisfaction

Alert on error spikes and latency drift

Start From a Template

Pre-filled configurations you can adjust. Selecting one overwrites the fields it covers.

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