> ## Documentation Index
> Fetch the complete documentation index at: https://manual.botric.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Build & customize

> Name your agent, write its messages, theme it to your brand, and connect its knowledge.

Everything on an agent's **Info & Appearance**, **Knowledge**, **FAQs** and **Settings** tabs. A live preview sits beside the form so you can see changes before saving.

## Info & Appearance

### Identity

| Field            | Purpose                              |
| ---------------- | ------------------------------------ |
| **Agent name**   | Internal name in your agent list     |
| **Display name** | What visitors see in the chat header |
| **Agent icon**   | The avatar in the conversation       |

### Conversation

| Field                   | Purpose                                                 |
| ----------------------- | ------------------------------------------------------- |
| **Welcome message**     | The greeting that opens every conversation              |
| **Initial messages**    | Additional opening messages                             |
| **Placeholder text**    | Hint text in the input box                              |
| **Suggested questions** | Clickable prompts that give visitors somewhere to start |

<Tip>
  Suggested questions are the highest-leverage field on this tab. Three good ones raise engagement more than any styling change — use the top questions from your [Conversations logs](/support/conversations).
</Tip>

### Widget mode

Three ways to present the agent:

| Mode       | Behaviour                                                |
| ---------- | -------------------------------------------------------- |
| **Widget** | Floating chat button on every page, opens when clicked   |
| **iframe** | Always-open assistant embedded directly on a page        |
| **Modal**  | Opens in a larger window when your own button is clicked |

In modal mode you also set the **button label** (default *Ask AI*) and its colours.

### Theming

* **Brand colour** — the primary accent, pre-filled from your [brand profile](/workspace/brand-profile).
* **Theme mode** — light or dark.
* **Widget colours** — header, body, footer, background, user bubble, bot bubble, input box, send button and widget icon, each individually adjustable.
* **Show branding** — hide the Botric badge on plans that allow custom branding.

### Allowed domains

Restrict where the widget will run. Only the domains you list can embed this agent — worth setting before you go live so nobody else can load your agent on their site.

## Knowledge

Choose which of the workspace's [knowledge sources](/workspace/knowledge-source) this agent reads. Source types are grouped as **Websites**, **Files**, **FAQ**, **Text** and **Audio/Video**.

Banners tell you when something is wrong:

* **Knowledge sources are empty** — nothing to answer from.
* **Training underway** — indexing in progress.
* **Some items failed to train** — retry those items.

<Warning>
  Deploying an agent with no trained knowledge produces an assistant that can't answer anything about your business. Wait for training to complete.
</Warning>

## FAQs

Once training finishes, Botric generates FAQs from your knowledge sources — usually within 30–60 seconds. The tab shows **Total FAQs** and marks each as **AI generated**.

You can edit, delete or **regenerate** the set. If generation fails, the tab offers a retry.

## Settings

* **Disable chatbot** — take the agent offline without deleting it. The embed stays in place and stops responding.
* **Danger zone** — **Delete this chat agent**. Permanent, and it takes the agent's data with it.

## Preview and testing

The preview panel renders the chat interface and the website appearance (widget or modal) as you edit. **Open preview** launches a full-page version, and **Copy preview URL** gives you a link to share with a colleague before you deploy.

## Next steps

<CardGroup cols={2}>
  <Card title="Channels" icon="plug" href="/support/chat-agent/channels">
    Tickets, leads, bookings, web search and exit intent.
  </Card>

  <Card title="Deploy" icon="code" href="/support/chat-agent/deploy">
    Put it on your site.
  </Card>
</CardGroup>