Create a Chatbot in 4 Steps

Before You Start

Prepare at least one good source file or link.

Keep one support email ready for escalation.

Check your plan limits before large uploads.

4-Step Setup

Step	What You Configure	Required to Continue
1) Upload Sources	Files, YouTube links, website links	At least one successful source with score 3 or higher
2) Basic Info	Chatbot name, model, response style	Valid name and selected model/style
3) Support Contacts	Emails, phone numbers, support links	At least one valid support email
4) Messages	Welcome message, behavior, branding, mode	Valid message fields and no active uploads

Create Button Checklist

text

Create is enabled when:
- at least one source is successful with score >= 3
- chatbot name is valid
- at least one support email is valid
- welcome message and behavior text are valid
- no source is still uploading

After Create

Open My Chatbots, copy your chatbot key from the table, and use it in embed setup.

Continue

Step 1: Upload Sources

Add files and links correctly.

Step 2: Basic Info

Set chatbot name, model, and style.

Step 3: Support Contacts

Add required escalation contacts.

Step 4: Messages

Configure welcome and behavior.