Configure and test your chatbot

Use the workspace Playground to check the chatbot's replies before exposing it to visitors. You can test a draft here.

Configure the chatbot

1. Open My Chatbots and select your chatbot. Use New chatbot to create another one if your plan has room.
2. In General, set the header title, welcome message, and suggested questions. Choose whether to ask visitors for their name and email.
3. In Appearance, adjust the brand colour, font, chatbox corners, and launcher position.
4. In Logo, upload your logo and adjust the launcher bubble size, chat avatar size, logo scale, launcher roundness, background, and border. The preview updates as you edit.
5. In Answers, set the response instructions and the message visitors should see when the chatbot lacks an answer. Add a support email or WhatsApp number if you want that message to offer a way to reach your team.
6. Select Save changes.

Test with visitor questions

1. Open Playground in the workspace and select the chatbot you just saved.
2. Ask a question covered by a ready source. Check that the reply matches the source, then ask a follow-up to check the conversation in context.
3. Start a New chat and ask something outside the knowledge base. Check that the fallback message and support details make sense.
4. When the chatbot is ready for visitors, return to My Chatbots, set General → Status to Live, and save.

Use the live chatbot's generated embed snippet on your site. Install the widget