All Pages On This Page Login & Sign Up Expand Login & Sign Up Collapse Login & Sign Up Step 1 — Company Code Screen Step 2 — Login Method Screen Step 3 — Sign Up (For New Users) Step 4 — Email Verification Step 5 — Forgot Password Troubleshooting Security Tips What’s Next? Appendix Create Your First Bot Expand Create Your First Bot Collapse Create Your First Bot First-Time Login Experience Step 1 — Access Create Bot Form Step 2 — Confirmation & Bot Dashboard Troubleshooting Security & Ownership Tips What’s Next? Appendix Knowledge Hub Expand Knowledge Hub Collapse Knowledge Hub Step 1 — Access Knowledge Hub Step 2 — Add URLs Step 3 — Add Documents Step 4 — Add FAQs Step 5 — Use Skill Builder Step 6 — Train the Bot Troubleshooting Best Practices What’s Next? Appendix Bot Configuration Expand Bot Configuration Collapse Bot Configuration Step 1 — Access Bot Configuration Step 2 — Bot Messages (Fallbacks) Step 3 — Hands-Off (Agent Escalation) Step 4 — Inactivity Timeout Step 5 — Lead Form Step 6 — CSAT Form (Feedback) Step 7 — Leave a Message Channel Integrations (Omnichannel) Expand Channel Integrations (Omnichannel) Collapse Channel Integrations (Omnichannel) Step 1 — Access Channel Integrations Step 2 — Website Integration Step 3 — WhatsApp Integration Step 4 — Telegram Integration Step 5 — Facebook Messenger Step 6 — Instagram Step 7 — SMS Step 8 — RCS (Rich Communication Services) Step 9 — Microsoft Teams Broadcast Campaigns Expand Broadcast Campaigns Collapse Broadcast Campaigns Step 1 — Access Broadcast Step 2 — Create a Campaign Step 3 — Manage Templates Step 4 — Build Address Book Insights: Analytics Dashboard Expand Insights: Analytics Dashboard Collapse Insights: Analytics Dashboard Step 1 — Access Analytics Dashboard Security & Ownership Tips Updated on October 1, 2025 admin Ensure only authorized admins create bots in production. Document bot names and descriptions for team alignment. Avoid using personal avatars in production bots. Assign clear purpose per bot to avoid confusion. Next What’s Next? Read Appendix Read