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.

Note: In the new interface, the main menu item Process Library is available — you can create a bot via it (context menu "Create process").

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 Settings via the main menu.
2. In the Settings side menu, click Bots — the bots list opens (/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.

Related Materials

• View bots list
• Configure bot
• Activate/deactivate bot