Right after you created your chatbot, you will see your Chatbot Dashboard.

Here's the chatbot dashboard tabs overview:

Chatbot: This is the interface you can 'talk' to your chatbot for added training.

Settings: This is the heart to your chatbot. This is where you can customize your chatbot's look and feel, as well as customize the Model (AI).

Voice AI: This contains the settings for Web Voice Calls.

Leads: You will find here your lead form, chat logs, your leads, your appointments, and voice logs.

Appointments: You can enable/disable the appointment feature here. Here is where you can integrate your calendars and set your availability.

Live Chat: You can enable/disable the live chat feature here.

Sources: Here is where you can add/edit/delete training data for your chatbot. You can also add Keyword Triggers and Company Info - to enrich your chatbot's trained data.

Embed on site: This is where you will get the html code you can give to your webmaster to add to your site. This is where you can find your chatbot link. You can use this with or without a website.

Integrations: Our current integrations are Google Voice (Text SMS), Twilio, Facebook, WhatsApp, Instagram (More integrations will be added in the future).

In customizing your chatbot, we will focus on the Settings section.

Settings:

The Settings sections contains multiple tabs, let's discuss them one by one.

General Settings:

Under the General Settings, here you can customize the most commonly changed settings:

• Chatbot Name

• Current Prompt: this contains the behavior commands that your chatbot is going to follow. You can either create from scratch (erase the default one and type the new prompt), edit the exisiting default prompt, or choose from one of our Prompt Template (you can custimize the template after you selected them).

• Error Message: the error message you want your chatbot to say.

• Model: you can select the AI models you want your chatbot to use. We are integrating with the AI providers via API and your data is not shared back to them. For Business Pro accounts, you have an option to use your own API Keys.

• Timezone: this is the timezone your bot will follow.

AI Action:

Flowbuilder or AI action is an advanced setting. This is only available in the Custom Plan.

Chat Inteface:

This where you can change the look and feel of your chatbot.

You can change colors, font style, initial first message, and more!

The Human Takeover is your Live Chat. You can set the email where to alert your live support agent to reply to the user.

Security:

Here is where you set your chatbot's visibility - if you have specific websites you only want your chatbot to be seens - you can set it here.

You can also set rate limits to prevent abuse.

Notifications:

Under Notiifications, you can set the emails where you want to receive your daily leads and/or daily conversations.