Step 1 - Start
Step 1: General Settings
Foundation of your chatbot's identity
What You'll Configure:
🏷️ Bot Name
What it is: The name visitors will see when chatting
Best practices:
Keep it friendly and professional: "Support Assistant", "Help Bot", "Sarah"
Avoid generic names like "Bot" or "AI"
Match your brand personality
🎭 Bot Introduction/Personality
What it is: How your bot introduces itself and behaves
Default: "helpful website assistant"
Examples:
E-commerce: "friendly shopping assistant who helps customers find products"
Service Business: "knowledgeable consultant who guides clients through our services"
Support: "patient support representative who solves customer problems"
If you're confused, check out the Prompting Guide
⚡ Activate Chatbot
When to check: Only when you're ready to go live
Tip: Leave unchecked while testing, check when ready for visitors
🎨 Bot Tone
Choose the personality that matches your brand:
Professional
B2B, Legal, Finance
"I'd be happy to assist you with that inquiry."
Friendly
Small Business, Community
"Great question! I'm here to help you out."
Casual
Startups, Creative, Youth
"Hey! Sure thing, let me help you with that."
✅ Step 1 Checklist:
Last updated