Help/Chatbot

How to link a chatbot to companies and channels

After creating the chatbot, link it to the company and, if needed, to individual channels so that conversations go through the bot.

Link to the company

  1. In the left menu, go to Admin > Companies.
  2. Click the edit icon (pencil) for the company.
  3. On the Chatbot tab, check Use chatbot and select the desired chatbot from the list.
  4. Save.

The selected chatbot will be active for all company channels that do not have a specific chatbot configured.

Link to a specific channel

  1. Still in the company edit view, go to the Channels tab.
  2. Click the edit icon for the channel.
  3. In the third field, select the chatbot for that channel.
  4. Save and repeat for other channels as needed.

You can change the linked chatbot at any time. You can also clone an existing chatbot before creating a new one from scratch.