How to Configure a Bot?

Configuring a bot allows you to change parameters of a specific bot, such as connected communication channels, webhooks, languages, and other parameters.

Note: In the new interface, the main menu item Process Library is available — bot settings open via the card (click the name or go to /process_library/:id).

When You'll Need This

• You need to connect a new communication channel to the bot (Telegram, Viber, WhatsApp, etc.).
• You need to configure webhooks for integration with external systems.
• You need to add support for new languages for the bot.
• You need to change other bot parameters.

What's Important to Know

• Communication channels — different messengers and platforms through which the bot can communicate with clients.
• Two places to configure channels — channels can be connected here (bot settings) or in the Scenario Builder Start node ("Channels" trigger). Both options change the same configuration.
• Webhooks — URL addresses for receiving events from communication channels.
• Languages — languages supported by the bot for multilingual communication.

Before You Start

• You are logged in with administrator rights.
• You have permission to edit bots (canSave).
• You have a bot that needs to be configured.

Step-by-Step Instructions

1. Open Bot Settings

1. Go to the bots list: Settings → Bots (/settings-page/bots) or Process Library from the main menu (/process_library).
2. Find the required bot in the table or on the card.
3. Click the "Settings" button (gear icon), click the name, or go to /settings-page/bot-settings/:id or /process_library/:id.

2. Configure Communication Channels

1. In the "Channels" section, find the list of available channels.
2. For each channel:
   • Enable/disable the channel via toggle.
   • Configure channel parameters (tokens, API keys, etc.).
   • Copy the webhook URL for connecting the channel.

3. Configure Webhooks

1. In the "Webhooks" or "Hooks" section, find webhook URLs for each channel.
2. Copy the webhook URL and configure it in the corresponding messenger or platform.
3. Verify channel connection.

4. Configure Languages

1. In the "Languages" section, find the list of available languages.
2. Enable/disable languages supported by the bot.
3. Set the default language.

5. Configure Other Parameters

1. Review other available bot configuration parameters.
2. Configure them according to your needs.

6. Save Settings

1. Verify all changes made.
2. Click the "Save" or "Save Changes" button.
3. Wait for a message about successful saving.

What Happens Next

Settings are applied to the bot:

• Connected communication channels become available for the bot.
• Webhooks are configured and ready to receive events.
• Languages are applied to bot scenarios.

How to Verify Everything Worked

• Check that communication channels are connected and working.
• Check that webhooks receive events from channels.
• Check that languages are applied to bot scenarios.

Related Materials

• View bots list
• Create new bot
• Activate/deactivate bot
• Configure channels in Start node — alternative way to connect channels directly in Scenario Builder
• Channels hub — instructions for each channel (Telegram, Viber, WhatsApp, etc.)