Controls

Chatbot settings and tabs

Manage behavior, domain access, training, widget design, embed readiness, conversations, contacts, and analytics.

Tabs

Chatbot tabs

Main settings

Name, goal, personality, tone, fallback, custom instructions, suggested questions, domains, lead capture, and handoff.

Training

Add, review, retrain, or delete sources and inspect characters, chunks, crawl pages, and errors.

Widget

Customize colors, launcher label, bubble icon, avatar, welcome copy, position, and branding.

Playground

Test real visitor questions before public launch and inspect answer behavior.

Embed

Review readiness checks and copy the install snippet after the bot is ready.

Conversations

Review conversation rows and full transcripts with sources, context, and attachments.

Contacts

Manage captured leads and update lead status.

Analytics

Review quality, usage, visitor context, response time, estimated cost, and training gaps.

Behavior

Changing lead capture or handoff rebuilds the runtime flow used by playground and widget turns.

Suggested questions should be real customer questions, not generic prompts.

Fallback text should clearly say when the assistant does not know enough.

Custom instructions should describe behavior, not private prompts or secrets.

Domains

A published chatbot must have an allowed domain or explicitly allow any domain.

Access

Chatbot writes require admin level workspace access. Owners and admins can update settings, training, theme, publish state, and lead status.

Next doc

Add trusted knowledge sources, review processing status, retrain stale content, and delete old information.