What This Does #

Helps you understand the main sections and how to move around the platform.

Main Navigation Tabs #

A. Build

• Where you train and configure your bot
• Add content, set personality, configure responses

B. Actions

• Set up what your bot can DO (schedule meetings, send emails, etc.)
• Connect with other tools and services

C. Configure

• Connect with third-party tools like Zendesk, Intercom
• Manage advanced settings

D. Channels

• Customize how your bot looks
• Get code to put bot on your website
• Set up branding and appearance

E. Analyze

• See how your bot is performing
• Check analytics and user feedback
• Find areas for improvement

How to Navigate #

A. Switch Sections

• Click on any tab at the top (Build, Actions, Configure, etc.)
• Each section has different tools and options

B. Within Each Section

• Left sidebar shows available options
• Click on items in the sidebar to access different features
• Main area shows the current tool or configuration

C. Save Your Work

• Look for the Publish Now button the top right to save and publish the changes. If you see “Saving…”, wait for it to complete

Quick Tips #

• Start with “Build” to add content to your bot
• Use “Actions” to make your bot more interactive
• Check “Analyze” regularly to see how your bot is doing
• “Channels” is where you customize appearance and deploy