Chatbots
A chatbot is the core unit you build on the platform. Each chatbot has its own conversation flows, integrations, and settings. You can have multiple chatbots in a single workspace - for example, one for customer support and another for sales.
Creating a Chatbot
- Inside your workspace, click Chatbots in the sidebar (or go to the Overview page and click Create Chatbot).
- Click Create Chatbot (or New Chatbot).
- Fill in the form:
- Name - The chatbot's name (e.g., "Support Bot")
- Description - A short description of what the chatbot does
- Category - Choose the category that best fits the bot's purpose
- Click Create.
You are taken to the chatbot's page where you can start building flows and setting up integrations.
Your plan may limit how many chatbots you can create per workspace. If the button shows an upgrade prompt, see Billing & Plans.
Chatbot Categories
When creating a chatbot, pick the category that matches its use case. Categories help organise your chatbots with an icon and colour label.
| Category | Use Case |
|---|---|
| Customer Support | Handle support tickets, FAQs, complaints |
| Sales | Qualify leads, showcase products, upsell |
| FAQ | Answer frequently asked questions |
| Booking | Appointment scheduling and reservations |
| Marketing | Campaigns, promotions, lead capture |
| Onboarding | Welcome and guide new users |
| HR | Employee queries, leave requests, policy info |
| Education | Learning guides, quiz bots, course info |
| Healthcare | Symptom checkers, appointment booking |
| E-Commerce | Order tracking, product search, returns |
| Finance | Account queries, loan info, payment reminders |
| Travel | Itineraries, bookings, destination info |
| Food Delivery | Order management, menu, delivery status |
| Survey | Collect feedback and responses |
| Other | Anything that doesn't fit the above |
The Chatbot Page
Once inside a chatbot, the sidebar updates to show chatbot-specific navigation:
- Flows (expandable) → Conversation Flows and Meta Flows
- Integrations - Connect to WhatsApp, your website, SMS channels, etc.
- Conversations - Browse real user conversations
- Settings - Edit chatbot details, webhooks, and status
Chatbot Settings
Go to Settings (in the chatbot sidebar section) to configure:
| Setting | Description |
|---|---|
| Name | Update the chatbot's display name |
| Description | Update the description |
| Category | Change the chatbot category |
| Webhook URL | URL that receives events from the chatbot |
| Webhook Secret | Secret token for verifying webhook requests |
| Active | Toggle the chatbot on or off. Inactive chatbots do not respond to messages |
After making changes, click Save to apply them.
Activating and Deactivating a Chatbot
Use the Active toggle in Chatbot Settings to control whether the chatbot responds to messages.
- Active (on) - The chatbot is live and responds to incoming messages
- Inactive (off) - The chatbot is paused; messages are not processed
This is useful for temporarily suspending a bot during maintenance or testing.
Deleting a Chatbot
Deleting a chatbot is permanent. All flows, conversations, and integration settings for the chatbot will be deleted.
- Go to the chatbot's Settings page.
- Scroll to the Danger Zone section.
- Click Delete Chatbot.
- Confirm the deletion when prompted.
Viewing Conversations
The Conversations section (in the chatbot sidebar) shows all messages sent by real users to this chatbot. Use it to:
- Monitor what users are asking
- Spot gaps in your bot's responses
- Review conversation history
Related Guides
- Conversation Flows - Build scripted state-machine conversations
- Meta Flows - Build WhatsApp UI Flows with interactive screens
- Integrations - Connect your chatbot to WhatsApp and other channels
- Knowledge Bases - Give your chatbot a Q&A brain