Management
Everything you need to configure, maintain, and optimize your AI chatbot after the initial setup.
Agent Configuration
Fine-tune how your agent behaves after creation. Access the Settings tab to adjust any of the following:
System Instructions
Refine the agent's role, personality, tone, and boundaries at any time.
AI Model
Switch between models (Claude, Llama, Amazon Nova) to balance speed, accuracy, and cost.
Temperature
Lower values produce more precise responses; higher values allow more creative answers.
Suggested Prompts
Update the starter questions shown to users in the chat widget.
Knowledge Base Updates
Your agent's knowledge should stay current. Add, replace, or remove sources at any time - changes take effect immediately.
Add New Sources
Upload additional documents (Word, Excel, PDF) or paste raw text.
Re-crawl Websites
Trigger a fresh crawl to pull in the latest content from your site.
Remove Outdated Content
Delete sources that are no longer accurate to prevent stale answers.
Review Source Status
Check which sources are active, pending, or failed in the Sources tab.
Deployment & Channels
Manage where your chatbot is live and how users access it.
Website Widget
Copy the embed snippet, customize position and size, set allowed domains.
WhatsApp Business
Connect or disconnect your WhatsApp number, manage message templates.
REST API
Generate, rotate, or revoke API keys for custom integrations.
Allowed Domains
Restrict which websites can load your chat widget for security.
Appearance & Branding
Make the chatbot feel like a natural part of your brand.
Theme Colors
Match the widget's color scheme to your brand palette.
Agent Avatar
Upload your logo or a custom icon for the chat bubble.
Welcome Message
Change the greeting users see when they first open the chat.
Widget Position
Choose bottom-left or bottom-right placement on your site.
Analytics & Monitoring
Track performance and understand how users interact with your chatbot.
Credit Usage
Monitor consumption over time and plan for upgrades.
Conversation History
Review past chats, identify common questions, and spot issues.
Usage Dashboard
See message volume, active users, and model usage breakdowns.
Export Reports
Download conversation logs and analytics for offline review.
Security & Maintenance
Keep your agent and data secure with ongoing maintenance practices.
API Key Rotation
Regularly rotate keys to reduce risk of unauthorized access.
Domain Restrictions
Only allow your verified domains to embed the widget.
Data Encryption
All data is encrypted at rest (AES-256) and in transit (TLS 1.2+).
Regular Reviews
Periodically review instructions and sources to keep responses accurate.