Bot

Getting Started with Chatbots

Step 1: Open the Bot Panel

• Go to the left-hand sidebar and open the Bot tab.

• Click the Actions in top left, New Bot button and select Chatbot.

Step 2: Choose a Language Model and Name the bot.

You’ll see a list of AI models, each with different pricing and performance.

• The cost is listed as $/MT (per million tokens).

• One token ≈ one word, and tokens are counted for both user prompts and bot replies.

• Then write a name for the bot and press finish.

Step 3: Add Bot Instructions

Write general instructions to shape how your bot responds.

Example:

“This is a CRM app for managing clients and prospects. Give responses in a friendly, helpful, and human tone.”

Step 4: Connect Data Objects

• Select the Data Objects your bot should access.

⚠️ Important: Avoid including sensitive fields (such as private user data or confidential info). If added, the bot may disclose this information in a response when prompted. Only connect data that’s safe to share with users.

• If not already added, switch to the Data tab to add descriptions. For more information on the data tab, click here.

• You can also describe specific columns (fields) in the data object.

• For app-specific data types (e.g., Leads, Tasks, Interactions), detailed descriptions are strongly recommended.

Step 5: Use Relationships

If your data model uses relationships (like one-to-many), make sure they are clearly defined. This allows the bot to access linked information across different objects. For more information on data relationships, click here.

Adding Commands

Commands let your chatbot trigger actions in your app.

Here’s how it works:

• In the Bot Editor, define a command name your bot can use.

• Then, in your app, use Rules to “listen” for that command and apply logic when it’s received

Command Parameters

• Some commands may require parameters (e.g., name, email).

• If the value exists in a data object, link it to the correct field.

• If it’s not in the database, mark it as not linked.

Publishing and Activating the Bot

1. Click the Bot logo to publish your bot (this saves it).

1. Click the Bot logo again to activate the bot. Once active, the status will show as “Ready”.

2. To make changes later:

   • Deactivate the bot.

   • Edit your model, data, or instructions.

   • Republish and reactivate.

Set a Rule for Commands

After adding widget of bot to page:

1. Go to the Rules section in pages.

2. Create a rule to listen for the command you defined earlier (e.g., open dashboard).

3. Choose what action to trigger when the command is received.

Test the Bot

• Run your app to test your bot in action.

• Try asking questions, executing commands, and reviewing responses.