How to Create a New Bot?

Creating a new bot allows you to add a new bot to the system for handling client dialogues through various communication channels.

When You'll Need This

  • You need to add a new bot for a new project or communication channel.
  • You need to create a test bot to verify functionality.
  • You need to create a separate bot for a specific client or brand.

What's Important to Know

  • Bot — an automated system for handling client dialogues through various channels (Telegram, Viber, WhatsApp, etc.).
  • After creation, you need to configure the bot's scenario and connect communication channels.
  • Bot status — after creation, the bot is usually inactive and needs to be activated after configuration.

Before You Start

  • You are logged in with administrator rights.
  • You have permission to create bots (canSave).

Step-by-Step Instructions

1. Open Bots List

  1. Go to the Settings module through the menu or directly at /settings-page.
  2. In the side menu, find the "Bots" section and expand it.
  3. Click on "Bots" (/settings-page/bots).

2. Open Bot Creation Form

  1. In the top part of the page, find the "Add Bot" button (icon +).
  2. Click on it — a modal window or form for creating a bot opens.

3. Fill Bot Creation Form

  1. In the form, enter:
    • "Bot Name" — bot name (for example, "Support Bot", "Sales Bot").
    • "Description" — bot description (optional).
    • Other fields (depending on form implementation).
  2. Verify the entered data.

4. Create Bot

  1. Click the "Create" or "Save" button in the form.
  2. Wait for a message about successful bot creation.
  3. The bot appears in the bots list.

5. Configure Bot (Optional)

  1. After creating the bot, you can:
    • Navigate to bot settings (button "Settings").
    • Create a scenario for the bot (click on bot name).
    • Connect communication channels.

What Happens Next

A new bot is created and added to the system:

  • The bot appears in the bots list.
  • The bot is usually created in an inactive state.
  • You can configure the scenario and communication channels.

How to Verify Everything Worked

  • Check that the new bot appeared in the bots list.
  • Check that the bot status is set to "Inactive".
  • Try navigating to bot settings and verify that navigation works.