Step 1 — Access Create Bot Form

What you see:

  • Bot Name → A unique identifier for your bot.
  • Nick name → Name that appears on the bot interface
  • Avatar → Choose from library or upload your own image.
  • Description → A short summary of what this bot does.
  • Prompt (Bot Personality) → Defines tone, style, and primary role of your bot.

Why it matters:

  • Bot Name helps differentiate multiple bots.
  • Nickname is what users see and interact with, making it more user-friendly
  • Avatar makes the bot recognizable in chat.
  • Description clarifies purpose for team members.
  • Prompt ensures consistent responses and personality alignment.

What you need before this step:

  • A clear bot use case (e.g., FAQ bot, lead-gen bot).
  • Branding assets (logo/avatar image).
  • Initial description of the bot’s purpose.

Outcome after action:

  • Bot is created in draft mode.
  • You’ll see confirmation pop-up.

Best practice:

  • Keep the name short and descriptive (e.g., “SupportBot”).
  • Use professional avatars (brand logo or mascot).

Write a clear prompt like: “You are a support assistant for XYZ company. Answer queries politely and guide users to resources.”

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