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Manage Chatbots

What Management Covers​

After creation, management focuses on:

  • Updating basic fields (name, description, use case)
  • Updating knowledge sources (text, website, Q&A, files)
  • Controlling lifecycle status
  • Monitoring behavior and quality

Editing Knowledge Sources​

Use the same Knowledge Sources tabs used in create flow:

  • Text
  • Website
  • Q&A
  • Files

Rules still apply on update:

  • At least one source must remain
  • Limits are enforced:
    • 200,000 chars text
    • 50 files
    • 300 Q&A pairs

Status Management​

Use status intentionally:

  • Draft: not ready for production
  • Training: knowledge rebuild in progress
  • Active: should answer normally
  • OnHold: must not answer

Set OnHold during major source changes, policy reviews, or incident handling.

Operational Notes​

  • Knowledge updates can trigger expensive rebuild operations.
  • Status transitions should be visible to operators.
  • Keep source data clean to improve retrieval quality.

What Not To Do Here​

Do not use chatbot config as a replacement for agent orchestration.

For:

  • Conditional tool execution
  • Human approvals
  • Multi-step agent reasoning

Use Workflows and agentic nodes.

  1. Duplicate/prepare changes in non-production flow (if needed).
  2. Update sources.
  3. Move through Training.
  4. Validate with test conversations.
  5. Set Active.
  6. Use OnHold immediately if behavior is unsafe.

Screens In This Flow​

Chatbot simulator panel with test conversation
Simulator panel showing user and bot messages
Execution logs list with timestamps
Conversation log detail showing full thread
Chatbot analytics dashboard with performance charts
Version management panel with live and draft labels