Chatbots
Every guide for the chatbot workspace, build and publish, train its knowledge, connect channels, and configure its behavior.
Everything for building a chatbot lives in its workspace tabs. For a tour of all of them and what each plan unlocks, see Manage Your Chatbot.
Who can use this
Building and managing chatbots is available to Account Managers, Supervisors, Admins, and Owners. Agents and Support Agents do not see the chatbot workspace.
Build and publish
- Set Up Your First Chatbot
- Manage Your Chatbot
- Customize Chatbot Design
- Test in the Playground
- Publish Your Chatbot
Train its knowledge
- Upload Documents
- Manage Document Versions (Growth+)
- Train with Websites (Solo & Enterprise)
- Regulatory Documents
- Add FAQs
- Connect External Services (Enterprise)
Connect channels
- Connect WhatsApp (Enterprise)
- Connect Instagram (Enterprise)
- Connect Messenger (Enterprise)
Settings (behavior)
- Configure Lead Capture (Growth+)
- Set Up Appointments (Enterprise)
- Enable Human Support (Enterprise)
- Create Conversation Flows (Growth+)
- Answer Quality: Cited Answers (Growth+)
- Collect and Review Answer Feedback (Growth+)
- Set the Chat Timeout (Growth+)
- Set Up Quick Actions (Enterprise)
Set Up First Chatbot
Create your first AI chatbot in ChatFlow, give it a name, connect your website, and get it ready to train, test, and publish.
Manage Your Chatbot
Create a chatbot and work through every tab in its workspace, Documents, Web, FAQs, Design, Integrations, Settings, Playground, and Publish, plus what each plan unlocks.
Customize Design
Brand your chatbot with an icon, colors, a welcome message, and starter questions, and preview it live before you publish.
Upload Documents
Train your chatbot on PDFs, Word docs, spreadsheets, markdown, and text files. Upload one at a time or in bulk, see regulatory documents auto-detected, and preview the extracted text.