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Chatbot
Chatbot Overview
Last Updated: February 27, 2026Chatbot Overview Manage and configure chatbots with customizable settings, knowledge sources, and deployment options. Chatbot Interface The Chatbot interface provides three main views accessible through dedicated tabs: My Chatbots: View personally created chatbots Share Chatbots: Access chatbots shared by other users Marketplace Chatbots: Explore ready-to-use predefined chatbots Chatbot Tile Information Each chatbot is represented by...
Creating a Chatbot
Last Updated: February 24, 2026Creating a Chatbot Create and configure new chatbots to enable automated conversations. Navigate to the main interface and locate the Create Chatbot button in the top right corner.
Editing a Chatbot
Last Updated: February 27, 2026Editing a Chatbot Modify existing chatbot configurations including data sources, guardrails, and prompts to customize chatbot behavior. In the Chatbot interface, locate the chatbot to be modified. Click the Action Menu and select Edit. The chatbot configuration interface displays all available editing options. To modify data sources: Select or deselect the desired data sources Click...
Sharing Chatbots
Last Updated: February 27, 2026Sharing Chatbots Share created chatbots with other users and teams while managing their access permissions. Click the Share icon. In the sharing dialog: Select the users or teams to share with Configure access control settings: Choose between Grant or Deny permissions Set access level to Read, Write, or both You can select multiple users at...
Editing Agent for Chatbot
Last Updated: February 27, 2026Editing Agent for Chatbot Modify and customize the underlying agent configuration that powers your chatbot functionality. Click the Action menu Select Edit Agent The system redirects to the agent workspace, displaying all configured components. Click the component icon to view all components associated with this agent. From the displayed components, select or add any component...
Chatbot Playground
Last Updated: February 27, 2026Chatbot Playground Create and manage interactive chat sessions with an AI assistant that provides answers based on your data sources and tables. Accessing the Playground Click the Action Menu Select Playground from the menu options Playground Overview The Playground interface displays: Previously created chat sessions Historical prompts submitted to the chatbot Response outputs generated from...
Deleting a Chatbot
Last Updated: February 24, 2026Deleting a Chatbot Remove unwanted chatbots from the system to manage your chatbot resources effectively. Navigate to the chatbot you want to delete. Click the Action Menu and select Delete. Enter the chatbot name in the confirmation dialog. Click the Delete button to confirm. A success message confirms that the chatbot has been deleted.