Effectively managing AI bots is essential for maintaining seamless workflows and achieving consistent results. With a user-friendly interface and a range of actions available directly from the bot menu, managing bots has never been simpler. From creating new bots to duplicating or setting a primary bot, these tools empower you to handle tasks with ease and efficiency.
Begin by setting up a new AI bot tailored to your specific business needs by clicking the "+Create Bot" button.
Locate any bot quickly using the search feature. Simply type the bot’s name into the search bar, and the system will display the relevant results.
The AI Bot Table provides a clear overview of your bots, displaying key details to help you monitor and manage them efficiently:
Bot Name: Easily identify each bot by its assigned name.
Status: Check whether a bot is active, inactive, or in setup mode.
Supported Channels: View the channels the bot is integrated with, such as chat, email, or voice.
Last Updated: Keep track of when the bot was last modified to ensure it’s running with the latest updates.
The bot menu offers several actions to help you efficiently manage your bots without unnecessary navigation. These options include:
Edit Bot: Use the Edit option to update or modify a bot’s configuration as needed.
Duplicate Bot: When managing multiple bots, the ability to duplicate them saves time and effort. The duplicated bot will inherit the following settings: Bot Mode set to Off, an Agent Name prefixed with "Copy - [Original Bot Name]", and a complete replication of Business Name, Goals, Prompt, Channels, Settings, and Custom Actions from the original bot.
Open in a new tab: Quickly open a bot in a new browser tab to work on it without disrupting your current view.
Set as Primary: The new Set as Primary button enables users to designate a bot as primary directly from the bot list view page, maintaining consistency with the existing Set as Primary flow.
Delete Bot: Easily remove any bot you no longer require.
Managing AI bots has been simplified with tools that prioritise efficiency and ease of use. Whether creating, editing, or duplicating bots, these features are designed to save time and reduce complexity.
