Skip to main content
Each chatbot has its own knowledge, settings and conversations. A new chatbot starts as a draft. You give it knowledge, turn it on, and try it in Live Preview before anyone else relies on it. Chatbots lists every chatbot in your workspace. Choose All, Active, Inactive or Draft under Status to filter the list, and switch between grid and table view with the icons above it. In table view, select Name or Updated to sort the list, or select a row to open the chatbot.

​
Before you start

Tenant Owners, Workspace Admins and Workspace Members can create chatbots and change them. The models you can choose from are the ones your workspace allows; Tenant Owners and Workspace Admins manage these in Studio settings under AI Models.

​
Create a chatbot

The New Chatbot form, with Basic information on the left, the AI Model choices grouped by provider with the default selected on the right, the Enable multilingual switch, and the Cancel and Create Chatbot buttons.
1

Start a chatbot

Select Chatbots, then New chatbot.
2

Name it

Enter a Chatbot Name. This is the name people see when they chat with it.
3

Say who it speaks for

Under Company Name, enter the company or brand the chatbot represents.
4

Choose a model

Under AI Model, pick one, or keep the one marked Default.
5

Choose its languages

Turn on Enable multilingual if people will ask questions in other languages. When it is off, the chatbot replies in English.
6

Create it

Select Create Chatbot.
The chatbot’s page opens, and the chatbot shows as Draft. Next, give it knowledge.

​
Turn it on

People can start a conversation with a chatbot only when it is active.
1

Open the chatbot

Select Chatbots, then Open on the chatbot.
2

Turn it on

Select Activate.
The chatbot now shows as Active, and Live Preview starts a conversation. Next, try it out.

​
Try it in Live Preview

Live Preview on the chatbot’s page lets you talk to the chatbot as anyone else would. Type a question in the message box at the bottom and press Enter, or select one of the suggested questions. Read the reply, and open Sources under it to see which knowledge it came from. Select ↺ Reset session for a new conversation. If the chatbot has Enable multilingual turned on, choose a language at the top of Live Preview to try it in that language. Each preview conversation is saved like any other and appears under Sessions. If the answer is wrong or incomplete, see improve answers. Next, change how it answers.

​
Change how it answers

1

Open the settings

On the chatbot’s page, select Settings.
2

Rename it

If you want a new name, change the Chatbot Name.
3

Change the company

If it now speaks for another company or brand, change the Company Name.
4

Change the model

If you want another model, change the AI Model.
5

Change its languages

If you want to change its languages, turn Enable multilingual on or off.
6

Save

Select Save Changes.
Vera shows “Changes saved successfully.” Select View chatbot to go back and try it. Next, suggest questions and offer a way to reach you.

​
Suggest questions and offer a way to reach you

1

Open the settings

On the chatbot’s page, select Settings.
2

Add a starter

Under Conversation Starters, select Add starter question.
3

Suggest a first question

Type a question people often ask.
4

Put them in order

To change the order, drag the handles.
5

Offer a way to reach you

Under Escalation URL, enter the address of your contact or support page.
6

Save

Select Save Changes.
Vera shows “Changes saved successfully.” Conversation starters appear as buttons before the first question. When nothing in its knowledge matches a question, its reply in Live Preview offers a Talk to a human → link to your escalation address. Select View chatbot to go back and try it. Next, add more knowledge.

​
Turn a chatbot off

On the chatbot’s page, select Deactivate. You can also do this from Chatbots: in grid view, open the menu on the chatbot’s card and select Deactivate; in table view, select the power icon on its row. The chatbot shows as Inactive, and no one can start a new conversation with it. Its knowledge, settings and conversations are kept. Select Activate on its page or its card to turn it on again. Next, go back to the Vera overview.

​
Troubleshooting

Enter a Chatbot Name and make sure a model is selected under AI Model.
Ask a Tenant Owner to approve and allow at least one model in Studio settings under AI Models.
The chatbot is a draft or inactive. Select Activate on its page.
A chatbot can have up to four conversation starters. Remove one with its bin icon to add another.
It could not find the answer in its knowledge. Add a source that covers the question, or write a curated answer.