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