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2 min read

What This Does #

Sets up your bot’s basic behaviour, name, language, and response style.

When to Use This #

  • Setting up a new bot
  • Changing your bot’s personality or behaviour
  • Adjusting response limits or length
  • Customising for different audiences

Step-by-Step Instructions #

  1. Access Bot Setup
    • Go to Build → Bot Setup
    • You’ll see the Bot Settings configuration area
ChatbotBuilder advanced chatbot configuration
  1. Set Your Bot Name
    • Choose a friendly name that represents your brand
    • Examples: “Sarah from Support”, “Product Helper”, “Booking Assistant”
    • This is how your bot introduces itself
  2. Choose Language
    • Select your primary language (English US is the default)
    • Choose the language your customers speak
    • This affects how the AI understands and responds
  3. Set Usage Limits
    • Choose how many messages users can send per hour
    • Options typically include: 25, 50, 100, or unlimited
    • Higher limits for busy customer service, lower for demos
  4. Select Reply Length
    • Short: Quick, brief answers
    • Medium: Balanced responses (recommended)
    • Long: Detailed, comprehensive answers
  5. Choose Bot Tone
    • Friendly: Casual, warm, and approachable
    • Professional: Business-like and formal
    • Custom: Write your own tone guidelines

NOTE: Make sure you click on Publish to save the changes.

Choosing the Right Settings #

For Customer Service:

  • Name: “Customer Support Assistant” or “[Your Company] Helper”
  • Usage Limit: 50-100 messages per hour
  • Reply Length: Medium
  • Tone: Friendly

For Sales:

  • Name: “Sales Assistant” or “[Your Company] Advisor”
  • Usage Limit: 25-50 messages per hour
  • Reply Length: Medium to Long
  • Tone: Professional or Friendly

For Technical Support:

  • Name: “Tech Support” or “Technical Assistant”
  • Usage Limit: Unlimited
  • Reply Length: Long
  • Tone: Professional

Tips for Success #

  • Choose a name that matches your brand personality
  • Start with a medium reply length and adjust based on feedback
  • A friendly tone works well for most customer interactions
  • Set reasonable usage limits to prevent abuse

Testing Your Settings #

  • Save your changes and test the bot
  • Check if responses match your expectations
  • Adjust settings based on actual customer interactions
  • Monitor analytics to see how settings perform