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.
Note: 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
Warning: 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