Chatbots

03.02.26

Chatbots are LLM (Large Language Model) assistants optimized for specific common tasks such as answering FAQs, providing technical support, or handling customer support questions. Each Chatbot has its own configuration, knowledge base, and appearance and can be integrated to your website or setup internally as a knowledge helper with set instructions.

Key Functions

Licensing & Availability

Creating new Chatbots

Setup

Name the Chatbot and select the model it should use when replying.

 

 

 

Knowledge base

Choose if you want to either:

• Upload all necessary files

or

• Use a Connector / Source to internal/external systems

 

 

Files Knowledge Base

Upload one or more documents the Chatbot will use as its main source of knowledge. You can also choose whether to show the documents used to generate each response.

 

 

MCP Knowledge Base

Select one of the configured Connectors/Sources to serve as the Chatbot’s source of knowledge.

 

 

Instructions

Define how the Chatbot should behave (tone, role, level of detail) and any rules its responses should follow.

 

 

Customization

Adjust the Chatbot’s appearance (title, logo, background image, accent color).

 

Publishing Chatbots

Chatbots can have three different publication states:

• Draft: Only available to users with elevated roles (admin or chatbot_manager - see Agent - Roles and Permissions )

• Internal: Available only to users in your organization. Access can be restricted to selected users or shared with the whole organization.

• Public: Available to all users in your organization and accessible via a dedicated URL.

A newly created Chatbot begins in Draft state and must be published before it is available to regular users.

After clicking the Publish button you can choose the publication options: