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Creating a bot in Botric takes just a few minutes. Follow this guide to set up a new chat agent, configure its behavior, and connect it to your knowledge sources.

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Create a New Bot

1

Navigate to Chat Agent

Open the Engagement section in the sidebar and click Chat Agent.
2

Click Create Bot

Click the Create Bot button in the top-right corner of the Chat Agent page.
3

Name your bot

Give your bot a descriptive name (e.g., “Website Support Bot” or “Sales Assistant”). This name is for your internal reference — visitors won’t see it by default.
4

Select a purpose

Choose the purpose that best matches your bot’s role. The purpose determines the default system prompt and behavior:
  • Customer Support — Answer questions and resolve issues
  • FAQ — Handle frequently asked questions
  • Lead Generation — Engage visitors and capture contact info
  • Sales — Guide customers through products and pricing
  • Onboarding — Help new users get started
  • Help Desk — Provide technical troubleshooting
  • Custom — Define your own behavior from scratch
5

Configure prompts

Customize the prompts that control your bot’s behavior:
  • System Prompt — Instructions that define the bot’s role, tone, and boundaries. This is prepended to every conversation.
  • Welcome Message — The first message displayed when a visitor opens the chat widget.
  • Fallback Response — What the bot says when it doesn’t have enough information to answer.
6

Link knowledge sources

Select which Knowledge Sources the bot should use to answer questions. You can link:
  • Website crawl data from your onboarding
  • Uploaded documents and files
  • FAQ entries
  • Audio and video transcripts
A bot without knowledge sources can only respond based on its system prompt. Link at least one source for the best results.
7

Save

Click Save to create your bot. It’s now ready to be customized and deployed.

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Editing a Bot

To update an existing bot:
  1. Go to Engagement > Chat Agent.
  2. Click on the bot you want to edit.
  3. Update any configuration — name, purpose, prompts, or knowledge sources.
  4. Click Save to apply your changes.
Changes to prompts and knowledge sources take effect immediately for new conversations. Active conversations continue with the previous configuration.

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Deleting a Bot

To delete a bot, open its settings and click Delete Bot at the bottom of the page. This action is permanent and removes the bot along with its configuration.
Deleting a bot does not delete the knowledge sources linked to it. Those remain available for other bots.

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Next Steps

Customize Widget

Design how your chat widget looks.

Deploy

Add the bot to your website.