Setting Up

Give your new AI Chatbot a name and logo before setting up its parameters.

In Setup > My AI Chatbots, you will be taken to a "My AI Chatbots" page that lists your current AI Chatbots. Click the blue "+AI Chatbot" button to start the AI Chatbot-creation process.
In Setup > My AI Chatbots, you will be taken to a "My AI Chatbots" page that lists your current AI Chatbots. Click the blue "+AI Chatbot" button to start the AI Chatbot-creation process.

Before you create your AI Chatbot, you have to set it up first.

Under the Setup > AI Chatbot view, click .

A "New AI Chatbot" window appears after clicking the "+AI Chatbot" button in the "My AI Chatbots" page.
A "New AI Chatbot" window appears after clicking the "+AI Chatbot" button in the "My AI Chatbots" page.

A pop-up window should appear. Under the New AI Chatbot window, fill up the following:

  • Name Your AI Chatbot: Assign a name to your AI Chatbot that corresponds to your needs.

  • Upload Logo: This will remind you the purpose of the bot. Your logo should be square and of moderate resolution (e.g. 100 pixels x 100 pixels). You can remove the logo by clicking on the and replace it at any time.

Click when you're finished.

Naming is important!

If you plan on making multiple Chatbots, naming and labeling them with a Name and Logo makes them easier to organize.

You may wish to use a version number or some other standard that makes it easier to follow the meaning of the bot. For example, “My Bot v1.0”


Change the Name and Logo anytime

At any point during the AI Chatbot customization phase, you can click the Pencil Icon to go to the "Update AI Chatbot" menu and change your AI Chatbot's internal name and logo.
At any point during the AI Chatbot customization phase, you can click the Pencil Icon to go to the "Update AI Chatbot" menu and change your AI Chatbot's internal name and logo.

As you work through the steps to define your AI Chatbot you can edit its Name or Logo by clicking on the pencil icon ( ) in the field at the top of the page.

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