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 Click the blue "+AI Chatbot" button to start the AI Chatbot-creation process..

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 Use the Trashbin icon to delete the current uploaded logo in the "New AI Chatbot" menu. and replace it at any time.

Click The blue "Done" button is clicked when the name and logo of the new AI Chatbot under the "New AI Chatbot" menu is finalized. 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”

Your AI Chatbot's name in "My AI Chatbots" is for internal use only!

When you create an AI Chatbot in Captivate, its name under "Name Your AI Chatbot" is for internal use only. This will only be visible to you and the Captivate team.

Your AI Chatbot can appear under a different public name through a Chat Flow, depending on the Channels you choose and how to customize them!

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 ( Click the Pencil Icon at any point during the AI Chatbot customization phase to open the "Update AI Chatbot" menu. ) in the field at the top of the page.

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