How to Create a Chatbot?

When you need to create a simple AI assistant for answering typical client questions, creating a chatbot allows automating basic communication. This instruction will help create a new chatbot and configure its basic parameters.

When Needed

  • You need to create an automatic assistant for answering frequent questions.
  • You need to configure a simple AI assistant without complex tools.
  • You need to integrate the chatbot into a client service scenario.

What's Important to Know

  • Chatbot — simple AI assistant for typical questions without access to tools.
  • Agent — more powerful AI assistant with access to tools and streaming mode.
  • Chatbots and agents are created in the same module but have different capabilities.

Prerequisites

  • You are logged in with integrator or administrator rights.
  • You have navigated to the FastLinePro module via Apps -> FastLinePro.

Step-by-Step Instructions

  1. In the FastLinePro module, go to the "Chatbots" tab — a list of existing chatbots opens.
  2. Click the "Create" button — a modal window for creating a new chatbot appears.
  3. In the "Name" field, enter the chatbot name (for example, "FAQ Bot").
  4. In the "Description" field, enter a short description of the chatbot's purpose (optional).
  5. Click the "Create" button — the system creates a new chatbot and redirects you to its detailed settings page.

What Happens After

The chatbot is created and ready for configuration. You can add instructions (prompt), connect a knowledge base, and configure model parameters.

How to Verify It Worked

  • Check that the chatbot appears in the chatbot list.
  • Make sure you are redirected to the new chatbot's settings page.
  • Check that the settings page does not have an "Tools" section (it only exists for agents).