2025-12-03 19:56:35 -03:00
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# How To: Create Your First Bot
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> **Tutorial 1 of the Getting Started Series**
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>
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> *Follow these simple steps to create a working bot in 10 minutes*
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---
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ │
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│ ┌─────────────────────────────────────────────────────────────────┐ │
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│ │ │ │
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│ │ 🤖 CREATE YOUR FIRST BOT │ │
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│ │ │ │
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│ │ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │ │
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│ │ │ Step │───▶│ Step │───▶│ Step │───▶│ Step │ │ │
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│ │ │ 1 │ │ 2 │ │ 3 │ │ 4 │ │ │
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│ │ │ Access │ │ Create │ │Configure│ │ Test │ │ │
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│ │ │ Suite │ │ Bot │ │ Bot │ │ Bot │ │ │
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│ │ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │ │
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│ │ │ │
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│ └─────────────────────────────────────────────────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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---
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## Objective
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By the end of this tutorial, you will have:
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- Created a new bot instance
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- Configured basic settings
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- Written a simple greeting
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- Tested your bot by talking to it
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---
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## Time Required
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⏱️ **10 minutes**
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---
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## Prerequisites
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Before you begin, make sure you have:
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- [ ] Access to General Bots Suite (URL provided by your administrator)
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- [ ] A web browser (Chrome, Firefox, Safari, or Edge)
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- [ ] Administrator or Bot Creator permissions
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---
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## Step 1: Access the Suite
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### 1.1 Open Your Browser
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Launch your preferred web browser by clicking its icon.
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ 🌐 Browser [─][□][×]│
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├─────────────────────────────────────────────────────────────────────────┤
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│ ← → ↻ │ https://your-company.bot:8080 │ ☆ │ │
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├─────────────────────────────────────────────────────────────────────────┤
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│ │
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│ Loading... │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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### 1.2 Navigate to Your General Bots URL
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Type your General Bots address in the address bar and press **Enter**.
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💡 **Tip**: Your URL will look something like:
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- `http://localhost:8080` (development)
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- `https://bots.yourcompany.com` (production)
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- `https://app.pragmatismo.cloud` (cloud hosted)
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### 1.3 Log In (If Required)
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If you see a login screen:
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1. Enter your **username** or **email**
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2. Enter your **password**
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3. Click **Sign In**
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ │
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│ ┌────────────────────────────┐ │
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│ │ 🤖 General Bots │ │
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│ │ │ │
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│ │ Username: │ │
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│ │ ┌────────────────────┐ │ │
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│ │ │ admin@company.com │ │ │
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│ │ └────────────────────┘ │ │
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│ │ │ │
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│ │ Password: │ │
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│ │ ┌────────────────────┐ │ │
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│ │ │ •••••••••••• │ │ │
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│ │ └────────────────────┘ │ │
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│ │ │ │
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│ │ ┌────────────────────┐ │ │
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│ │ │ Sign In ──► │ │ │
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│ │ └────────────────────┘ │ │
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│ │ │ │
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│ └────────────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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✅ **Checkpoint**: You should now see the General Bots Suite interface.
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---
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## Step 2: Create a New Bot
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### 2.1 Open the Apps Menu
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Click the **nine-dot grid icon** (⋮⋮⋮) in the top-right corner of the screen.
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ 🤖 General Bots [⋮⋮⋮] ◄── Click here │
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├─────────────────────────────────────────────────────────────────────────┤
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│ │
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│ │
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```
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### 2.2 Select "Sources"
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From the apps menu that appears, click **Sources**.
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ │
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│ ┌───────────────────┐ │
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│ │ 💬 Chat │ │
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│ │ 📁 Drive │ │
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│ │ ✓ Tasks │ │
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│ │ ✉ Mail │ │
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│ │ 📝 Paper │ │
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│ │ 📊 Analytics │ │
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│ │ ▶ 📋 Sources ◀───┼─── Click here │
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│ │ 🎨 Designer │ │
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│ │ ⚙️ Settings │ │
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│ └───────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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### 2.3 Click "New Bot"
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In the Sources application, locate and click the **New Bot** button.
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ Sources │
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├─────────────────────────────────────────────────────────────────────────┤
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│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
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│ │ Templates │ │ Prompts │ │ Bots │ ◄── Active Tab │
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│ └──────────────┘ └──────────────┘ └──────────────┘ │
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├─────────────────────────────────────────────────────────────────────────┤
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│ │
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│ Your Bots ┌─────────────────┐ │
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│ ───────── │ ➕ New Bot │ ◄── Click │
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│ └─────────────────┘ │
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│ ┌─────────────────────────────────────────────────────────────────┐ │
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│ │ No bots yet. Create your first bot! │ │
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│ └─────────────────────────────────────────────────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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### 2.4 Enter Bot Details
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A dialog box will appear. Fill in the following fields:
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| Field | What to Enter | Example |
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|-------|---------------|---------|
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| **Bot Name** | A unique identifier (no spaces) | `mycompany` |
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| **Display Name** | Friendly name shown to users | `My Company Assistant` |
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| **Description** | What your bot does | `Helps employees find information` |
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| **Template** | Starting point (select from dropdown) | `default` |
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ Create New Bot [×] │
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├─────────────────────────────────────────────────────────────────────────┤
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│ │
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│ Bot Name * │
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│ ┌─────────────────────────────────────────────────────────────────┐ │
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│ │ mycompany │ │
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│ └─────────────────────────────────────────────────────────────────┘ │
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│ ⚠️ Use lowercase letters, numbers, and hyphens only │
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│ │
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│ Display Name * │
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│ ┌─────────────────────────────────────────────────────────────────┐ │
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│ │ My Company Assistant │ │
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│ └─────────────────────────────────────────────────────────────────┘ │
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│ │
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│ Description │
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│ ┌─────────────────────────────────────────────────────────────────┐ │
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│ │ Helps employees find information and complete tasks │ │
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│ └─────────────────────────────────────────────────────────────────┘ │
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│ │
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│ Template │
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│ ┌─────────────────────────────────────────────────────────────────┐ │
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│ │ default [▼] │ │
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│ └─────────────────────────────────────────────────────────────────┘ │
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│ │
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│ ┌──────────┐ ┌──────────────────┐ │
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│ │ Cancel │ │ Create Bot ──► │ │
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│ └──────────┘ └──────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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### 2.5 Click "Create Bot"
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Click the **Create Bot** button to create your bot.
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💡 **Tip**: The bot creation process takes a few seconds. You'll see a progress indicator.
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✅ **Checkpoint**: Your new bot should appear in the bot list.
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---
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## Step 3: Configure Basic Settings
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### 3.1 Open Bot Settings
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Click on your new bot to select it, then click **Settings** (or the ⚙️ icon).
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ Your Bots │
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├─────────────────────────────────────────────────────────────────────────┤
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│ │
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│ ┌─────────────────────────────────────────────────────────────────┐ │
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│ │ 🤖 mycompany [⚙️] │◄──│
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│ │ My Company Assistant │ │
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│ │ Status: ● Active │ │
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│ └─────────────────────────────────────────────────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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│
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Click the ⚙️ icon
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```
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### 3.2 Set the Welcome Message
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Find the **Welcome Message** field and enter a friendly greeting:
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```
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Welcome Message:
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┌─────────────────────────────────────────────────────────────────────────┐
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│ Hello! 👋 I'm your Company Assistant. I can help you with: │
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│ │
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│ • Finding documents and information │
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│ • Answering questions about policies │
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│ • Creating tasks and reminders │
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│ │
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│ How can I help you today? │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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### 3.3 Configure AI Model (Optional)
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If you have API keys for AI services, configure them:
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| Setting | Description | Example Value |
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|---------|-------------|---------------|
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2025-12-05 14:54:59 -03:00
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| **LLM Provider** | AI service to use | `anthropic` |
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| **Model** | Specific model | `claude-sonnet-4.5` |
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2025-12-03 19:56:35 -03:00
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| **API Key** | Your API key | `sk-...` |
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⚠️ **Warning**: Keep your API keys secret. Never share them.
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### 3.4 Save Settings
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Click the **Save** button to save your configuration.
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ Bot Settings [×] │
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├─────────────────────────────────────────────────────────────────────────┤
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│ │
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│ [General] [AI Model] [Channels] [Advanced] │
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│ │
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│ ───────────────────────────────────────────────────────────────── │
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│ │
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│ ┌────────────────────┐ │
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│ │ 💾 Save │◄────│
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│ └────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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Click Save
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```
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✅ **Checkpoint**: Your settings are saved. The bot is ready to test.
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---
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## Step 4: Test Your Bot
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### 4.1 Open Chat
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Click the **Chat** app from the Apps Menu (⋮⋮⋮).
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### 4.2 Select Your Bot
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If you have multiple bots, select yours from the bot dropdown:
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ 💬 Chat [mycompany ▼] │
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├─────────────────────────────────────────────────────────────────────────┤
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│ │
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│ ┌─────────────────────────────────────────────────────────────┐ │
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│ │ 🤖 My Company Assistant │ │
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│ │ │ │
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│ │ Hello! 👋 I'm your Company Assistant. I can help │ │
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│ │ you with: │ │
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│ │ │ │
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│ │ • Finding documents and information │ │
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│ │ • Answering questions about policies │ │
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│ │ • Creating tasks and reminders │ │
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│ │ │ │
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│ │ How can I help you today? │ │
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│ └─────────────────────────────────────────────────────────────┘ │
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│ │
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├─────────────────────────────────────────────────────────────────────────┤
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│ Type your message... [↑] │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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### 4.3 Send a Test Message
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Type a simple message and press **Enter**:
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```
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You: Hello!
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```
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### 4.4 Verify the Response
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Your bot should respond! If it does, congratulations — your bot is working!
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ │
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│ ┌─────────────────────────────────────────────────────────────┐ │
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│ │ 👤 You │ │
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│ │ Hello! │ │
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│ └─────────────────────────────────────────────────────────────┘ │
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│ │
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│ ┌─────────────────────────────────────────────────────────────┐ │
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│ │ 🤖 My Company Assistant │ │
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│ │ Hello! How can I assist you today? │ │
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│ └─────────────────────────────────────────────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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✅ **Checkpoint**: Your bot responds to messages. Setup complete!
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---
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## 🎉 Congratulations!
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You have successfully created your first bot! Here's what you accomplished:
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ │
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│ ✓ Accessed General Bots Suite │
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│ ✓ Created a new bot instance │
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│ ✓ Configured basic settings │
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│ ✓ Tested the bot with a conversation │
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│ │
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│ Your bot "mycompany" is now ready to use! │
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│ │
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└─────────────────────────────────────────────────────────────────────────┘
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```
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---
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## Troubleshooting
|
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|
### Problem: "Create Bot" button is disabled
|
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**Cause**: Required fields are empty or invalid.
|
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|
**Solution**:
|
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|
1. Check that Bot Name contains only lowercase letters, numbers, and hyphens
|
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|
2. Ensure Display Name is not empty
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3. Verify a template is selected
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|
### Problem: Bot doesn't respond
|
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|
|
**Cause**: AI model not configured or API key invalid.
|
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|
|
**Solution**:
|
|
|
|
|
|
1. Open bot settings
|
|
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|
|
2. Verify AI model configuration
|
|
|
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|
|
3. Check that API key is correct
|
|
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|
|
4. Ensure you have API credits remaining
|
|
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|
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|
|
|
|
|
### Problem: "Permission denied" error
|
|
|
|
|
|
|
|
|
|
|
|
**Cause**: Your account doesn't have bot creation rights.
|
|
|
|
|
|
|
|
|
|
|
|
**Solution**:
|
|
|
|
|
|
1. Contact your administrator
|
|
|
|
|
|
2. Request "Bot Creator" or "Administrator" role
|
|
|
|
|
|
|
|
|
|
|
|
### Problem: Page won't load
|
|
|
|
|
|
|
|
|
|
|
|
**Cause**: Network or server issue.
|
|
|
|
|
|
|
|
|
|
|
|
**Solution**:
|
|
|
|
|
|
1. Check your internet connection
|
|
|
|
|
|
2. Try refreshing the page (F5 or Ctrl+R)
|
|
|
|
|
|
3. Clear browser cache
|
|
|
|
|
|
4. Contact your system administrator
|
|
|
|
|
|
|
|
|
|
|
|
---
|
|
|
|
|
|
|
|
|
|
|
|
## What You Learned
|
|
|
|
|
|
|
|
|
|
|
|
In this tutorial, you learned:
|
|
|
|
|
|
|
|
|
|
|
|
| Concept | Description |
|
|
|
|
|
|
|---------|-------------|
|
|
|
|
|
|
| **Bot Instance** | A unique bot with its own configuration |
|
|
|
|
|
|
| **Bot Name** | Technical identifier used internally |
|
|
|
|
|
|
| **Display Name** | Friendly name shown to users |
|
|
|
|
|
|
| **Template** | Pre-built starting point for your bot |
|
|
|
|
|
|
| **Welcome Message** | First message users see |
|
|
|
|
|
|
|
|
|
|
|
|
---
|
|
|
|
|
|
|
|
|
|
|
|
## Next Steps
|
|
|
|
|
|
|
|
|
|
|
|
Now that you have a working bot, continue learning:
|
|
|
|
|
|
|
|
|
|
|
|
| Next Tutorial | What You'll Learn |
|
|
|
|
|
|
|---------------|-------------------|
|
|
|
|
|
|
| [Your First Conversation](./first-conversation.md) | Understanding how conversations work |
|
|
|
|
|
|
| [Add Knowledge Base Documents](./add-kb-documents.md) | Teaching your bot from files |
|
|
|
|
|
|
| [Write Your First Dialog](./write-first-dialog.md) | Creating custom conversation flows |
|
|
|
|
|
|
|
|
|
|
|
|
---
|
|
|
|
|
|
|
|
|
|
|
|
## Quick Reference
|
|
|
|
|
|
|
|
|
|
|
|
### Bot Naming Rules
|
|
|
|
|
|
|
|
|
|
|
|
- ✅ `mycompany` — Good
|
|
|
|
|
|
- ✅ `hr-assistant` — Good
|
|
|
|
|
|
- ✅ `support2024` — Good
|
|
|
|
|
|
- ❌ `My Company` — No spaces
|
|
|
|
|
|
- ❌ `HR_Bot` — No underscores
|
|
|
|
|
|
- ❌ `Support@2024` — No special characters
|
|
|
|
|
|
|
|
|
|
|
|
### Essential Settings Checklist
|
|
|
|
|
|
|
|
|
|
|
|
- [ ] Bot Name (unique identifier)
|
|
|
|
|
|
- [ ] Display Name (user-friendly)
|
|
|
|
|
|
- [ ] Welcome Message (first impression)
|
|
|
|
|
|
- [ ] AI Model (for responses)
|
|
|
|
|
|
- [ ] Language (for localization)
|
|
|
|
|
|
|
|
|
|
|
|
---
|
|
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|
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|
*Tutorial 1 of 30 • [Back to How-To Index](./README.md) • [Next: Your First Conversation →](./first-conversation.md)*
|
