# How To... Tutorials > **📖 Step-by-Step Guides for General Bots Suite** > > *Clear instructions for common tasks, inspired by classic computer manuals* --- ``` ┌─────────────────────────────────────────────────────────────────────────┐ │ │ │ ╔═══════════════════════════════════════════════════════════════╗ │ │ ║ ║ │ │ ║ ██╗ ██╗ ██████╗ ██╗ ██╗ ████████╗ ██████╗ ║ │ │ ║ ██║ ██║██╔═══██╗██║ ██║ ╚══██╔══╝██╔═══██╗ ║ │ │ ║ ███████║██║ ██║██║ █╗ ██║ ██║ ██║ ██║ ║ │ │ ║ ██╔══██║██║ ██║██║███╗██║ ██║ ██║ ██║ ║ │ │ ║ ██║ ██║╚██████╔╝╚███╔███╔╝ ██║ ╚██████╔╝ ██╗ ║ │ │ ║ ╚═╝ ╚═╝ ╚═════╝ ╚══╝╚══╝ ╚═╝ ╚═════╝ ╚═╝ ║ │ │ ║ ║ │ │ ╚═══════════════════════════════════════════════════════════════╝ │ │ │ │ Your Guide to General Bots Suite │ │ │ └─────────────────────────────────────────────────────────────────────────┘ ``` --- ## About These Tutorials These tutorials are designed like the classic computer manuals of the early 1990s — clear, numbered steps with visual diagrams showing exactly what to do. Each tutorial follows the same format: - **Objective** — What you'll accomplish - **Time Required** — How long it takes - **Prerequisites** — What you need before starting - **Steps** — Numbered instructions with screenshots - **Troubleshooting** — Common problems and solutions - **Next Steps** — What to learn next --- ## 🚀 Getting Started | Tutorial | Description | Time | |----------|-------------|------| | [Create Your First Bot](./create-first-bot.md) | Set up a working bot from scratch | 10 min | | [Your First Conversation](./first-conversation.md) | Talk to your bot and understand responses | 5 min | | [Understanding the Interface](./understanding-interface.md) | Navigate the Suite like a pro | 10 min | --- ## 💬 Chat & Conversations | Tutorial | Description | Time | |----------|-------------|------| | [Ask Questions Effectively](./ask-questions.md) | Get better answers from your AI assistant | 5 min | | [Use Voice Input](./voice-input.md) | Talk instead of type | 3 min | | [Create Chat Shortcuts](./chat-shortcuts.md) | Set up quick commands | 10 min | | [Export Conversations](./export-conversations.md) | Save chat history for reference | 5 min | --- ## 📁 File Management (Drive) | Tutorial | Description | Time | |----------|-------------|------| | [Upload Your First File](./upload-files.md) | Add documents to Drive | 3 min | | [Organize with Folders](./organize-folders.md) | Create a logical file structure | 10 min | | [Share Files Securely](./share-files.md) | Grant access to team members | 5 min | | [Search for Documents](./search-documents.md) | Find files instantly | 5 min | --- ## 📚 Knowledge Base | Tutorial | Description | Time | |----------|-------------|------| | [Add Documents to Knowledge Base](./add-kb-documents.md) | Teach your bot from files | 15 min | | [Import a Website](./import-website.md) | Crawl and learn from web pages | 10 min | | [Create FAQ Responses](./create-faq.md) | Define question-answer pairs | 15 min | | [Manage Collections](./manage-collections.md) | Organize knowledge by topic | 10 min | --- ## 🔧 BASIC Dialogs | Tutorial | Description | Time | |----------|-------------|------| | [Write Your First Dialog](./write-first-dialog.md) | Create a simple conversation script | 20 min | | [Use HEAR and TALK](./hear-and-talk.md) | Gather and display information | 10 min | | [Store User Information](./store-user-info.md) | Remember data between conversations | 15 min | | [Call External APIs](./call-external-apis.md) | Connect to web services | 20 min | | [Send Automated Messages](./send-automated.md) | Schedule broadcasts and reminders | 15 min | --- ## 📱 Messaging Channels | Tutorial | Description | Time | |----------|-------------|------| | [Connect WhatsApp](./connect-whatsapp.md) | Set up WhatsApp Business integration | 30 min | | [Configure Email](./configure-email.md) | Enable email conversations | 15 min | | [Set Up SMS](./setup-sms.md) | Add text message support | 15 min | | [Embed Web Chat](./embed-web-chat.md) | Add chat to your website | 10 min | --- ## 📊 Analytics & Monitoring | Tutorial | Description | Time | |----------|-------------|------| | [View Bot Statistics](./view-statistics.md) | Understand usage metrics | 10 min | | [Monitor Live Sessions](./monitor-sessions.md) | Watch conversations in real-time | 10 min | | [Create Custom Reports](./create-reports.md) | Build dashboards for insights | 20 min | | [Export Analytics Data](./export-analytics.md) | Download metrics for external analysis | 10 min | --- ## 🎨 Customization | Tutorial | Description | Time | |----------|-------------|------| | [Change Your Bot's Theme](./change-theme.md) | Customize colors and appearance | 10 min | | [Add a Custom Logo](./add-logo.md) | Brand your bot interface | 5 min | | [Create Custom Cards](./create-cards.md) | Design rich message layouts | 20 min | | [Modify the Welcome Message](./welcome-message.md) | Personalize the first interaction | 5 min | --- ## 🏢 Templates | Tutorial | Description | Time | |----------|-------------|------| | [Install the CRM Template](./install-crm.md) | Set up customer relationship management | 20 min | | [Use the HR Template](./use-hr-template.md) | Deploy employee self-service | 15 min | | [Configure Compliance Bot](./configure-compliance.md) | Enable privacy request handling | 25 min | | [Build from Template](./build-from-template.md) | Customize a template for your needs | 30 min | --- ## 🔒 Security & Administration | Tutorial | Description | Time | |----------|-------------|------| | [Set Up User Authentication](./setup-auth.md) | Enable secure login | 20 min | | [Configure Permissions](./configure-permissions.md) | Control who can do what | 15 min | | [Enable Audit Logging](./enable-audit.md) | Track all system activities | 10 min | | [Backup Your Bot](./backup-bot.md) | Protect your configuration and data | 15 min | --- ## 🐛 Troubleshooting | Tutorial | Description | Time | |----------|-------------|------| | [Debug Dialog Errors](./debug-dialogs.md) | Fix common BASIC script problems | 15 min | | [Resolve Connection Issues](./resolve-connections.md) | Troubleshoot network problems | 10 min | | [Fix Knowledge Base Gaps](./fix-kb-gaps.md) | Improve bot answers | 20 min | | [Performance Optimization](./performance-tips.md) | Make your bot faster | 15 min | --- ## Quick Reference Card ``` ┌─────────────────────────────────────────────────────────────────────────┐ │ QUICK REFERENCE CARD │ ├─────────────────────────────────────────────────────────────────────────┤ │ │ │ KEYBOARD SHORTCUTS │ │ ───────────────── │ │ Ctrl + Enter ........ Send message │ │ Ctrl + K ............ Quick command palette │ │ Ctrl + / ............ Toggle voice input │ │ Ctrl + N ............ New item (context-aware) │ │ Ctrl + S ............ Save current work │ │ Escape .............. Close dialog/panel │ │ │ │ COMMON BASIC KEYWORDS │ │ ──────────────────── │ │ TALK "message" ...... Display message to user │ │ HEAR variable ....... Wait for user input │ │ SET BOT MEMORY ...... Store bot-wide data │ │ GET USER MEMORY ..... Retrieve user-specific data │ │ USE KB "name" ....... Activate knowledge base │ │ SEND MAIL ........... Send email notification │ │ │ │ WHERE TO GET HELP │ │ ───────────────── │ │ • Type "help" in Chat for assistance │ │ • Press F1 anywhere for context help │ │ • Visit community.pragmatismo.com for forums │ │ • Email support@pragmatismo.com for enterprise support │ │ │ └─────────────────────────────────────────────────────────────────────────┘ ``` --- ## Tips for Following Tutorials ### ✅ Before You Start 1. **Bookmark this page** — You'll return to it often 2. **Have the Suite open** — Follow along step-by-step 3. **Take notes** — Write down customizations you make 4. **Don't skip steps** — Each step builds on the previous ### ✅ While Following Steps 1. **Read the entire step first** — Then perform the action 2. **Match the screenshots** — If your screen looks different, stop and check 3. **Use exact values** — Type what the tutorial shows, then customize later 4. **Check results** — Verify each step worked before moving on ### ✅ If Something Goes Wrong 1. **Don't panic** — Most problems have simple solutions 2. **Re-read the step** — You may have missed something 3. **Check Troubleshooting** — Each tutorial has a help section 4. **Ask for help** — The Chat assistant can guide you --- ## Icon Legend Throughout these tutorials, you'll see these indicators: | Icon | Meaning | |------|---------| | 💡 | **Tip** — Helpful suggestion to work more efficiently | | ⚠️ | **Warning** — Important caution to avoid problems | | 📝 | **Note** — Additional information or context | | ✅ | **Checkpoint** — Verify your progress before continuing | | 🔧 | **Configuration** — Settings you may need to adjust | --- ## Version Information These tutorials are written for: - **General Bots Suite** version 5.0+ - **Browser**: Chrome, Firefox, Safari, or Edge (latest versions) - **Last Updated**: 2025 If you're using an older version, some screens may look different. --- *"The best way to learn is to do."* **Start with [Create Your First Bot](./create-first-bot.md)** →