Create a Chatbot

What You Create

You create an AI chatbot that answers using your configured knowledge sources.

This page is not a full agent builder.
For agentic tool orchestration and human-in-loop, use Workflows.

Required Inputs

At minimum:

• Chatbot name
• Use case
• At least one knowledge source:
  • Text
  • Website
  • Q&A
  • Files

Step-by-Step

1. Open Chatbots and click Create Chatbot.
2. Fill basic info:
   • Name
   • Use case
   • Optional description
   • Language
   • Translation mode (strictToLanguage = false means language-agnostic replies)
3. Open the Knowledge Sources card.
4. Use the vertical tabs to add one or more sources:
   • Text: paste core knowledge
   • Website: add a URL
   • Q&A: add predefined pairs
   • Files: upload/select files (CSV flow supported in picker)
5. Confirm source status:
   • Green check = filled
   • Orange circle = not filled
6. Save.

Source Rules

• Create/update is blocked if no source is provided.
• Validation runs in both frontend and backend.

Limits

• Max text content: 200,000 chars
• Max files: 50
• Max completed Q&A pairs: 300

Initial Status Behavior

The system may move status through Training as knowledge updates are processed.
Operational statuses:

• Draft
• Active
• Training
• OnHold

OnHold disables responses.

Good Practices

• Keep text concise and structured.
• Prefer high-quality Q&A over large noisy files.
• Add only relevant files/URLs for the chosen use case.
• Validate in test conversations before activation.

Screens In This Flow