Create and configure AI Bots

1. Open the correct project and select Bots.
2. Click Add, enter a clear name and write the bot instructions.
3. Define its goal, tone, required customer data, limits and human handoff rules.
4. Select the available model and options, then save.
5. Open the bot to add trusted files and media to its knowledge base.

Creating a bot does not activate it. Associate it directly with one or more support stages, or add it as a step in an existing flow and associate that flow with the required stages.

If it does not reply, verify that the bot is active, the bot or flow is linked to the correct stage, the flow was saved, the channel is connected and the ticket entered that stage.

Sendy can list, create and update bots, manage instructions, files and media, link bots to stages and add a bot to a flow. Activations and deletions require confirmation.