BotTailor Documentation

    Complete guide to creating, customizing, and deploying AI chatbots with our platform

    Quick Start

    1
    Create Chatbot

    Start by creating your first AI chatbot with our intuitive setup wizard.

    Sign In to Create
    2
    Customize & Train

    Add your content, customize the appearance, and train your chatbot.

    Sign In to Access
    3
    Deploy

    Embed your chatbot on any website with a simple code snippet.

    Core Features

    Chatbot Management

    AI Configuration

    Configure model, temperature, tokens, and system prompts

    Welcome & Fallback Messages

    Customize greeting and error handling messages

    Active/Inactive States

    Control when your chatbot is available to users

    Data Integration

    Website Scanning

    Automatically learn from your website content

    File Uploads

    Upload documents, PDFs, and text files

    Manual Text

    Add custom knowledge directly

    UI Customization

    Color Themes

    Customize primary, background, and text colors

    Background Images

    Add custom background images to chat interface

    Avatar Upload

    Use custom avatars for your chatbot

    Analytics & Surveys

    Conversation Analytics

    Track chat sessions and user interactions

    Survey Builder

    Create interactive forms and surveys

    Form Integration

    Collect user information with email notifications

    Embedding Your Chatbot

    Testing Your Widget

    Use our built-in testing tools to preview how your chatbot will appear on external websites.

    AI Configuration

    Model Settings

    Temperature

    Controls creativity (0.0 = focused, 1.0 = creative). Recommended: 0.3-0.7

    Max Tokens

    Maximum response length. Higher values allow longer responses but cost more.

    System Prompt

    Define your chatbot's personality, role, and behavior guidelines.

    Best Practices

    System Prompt Tips

    • • Be specific about the chatbot's role
    • • Include guidelines for handling sensitive topics
    • • Specify response style and tone
    • • Mention available actions (forms, surveys)

    Content Guidelines

    • • Keep knowledge base content up-to-date
    • • Use clear, structured data
    • • Test with common user questions

    Interactive Features

    Rich Messages
    • • Text with formatting
    • • Images and media
    • • Action buttons
    • • Quick reply options
    • • Interactive cards
    Forms & Surveys
    • • Contact forms
    • • Lead generation
    • • Feedback collection
    • • Appointment booking
    • • Custom surveys
    Menu Options
    • • Category browsing
    • • Quick actions
    • • Live agent requests
    • • FAQ shortcuts
    • • Service navigation

    Troubleshooting

    Common Issues

    Widget Not Appearing

    • • Check that the chatbot is set to "Active"
    • • Verify the correct chatbot GUID in embed code
    • • Ensure no CSS conflicts with z-index
    • • Check browser console for JavaScript errors

    Styling Issues

    • • Use UI Designer to set colors properly
    • • Check CSS specificity conflicts
    • • Test on different devices and browsers
    • • Verify color codes are valid hex values

    Performance Issues

    • • Optimize knowledge base content size
    • • Reduce max tokens if responses are slow
    • • Check internet connectivity
    • • Monitor API rate limits

    Need Help?

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    Contact Support

    Our support team is here to help with setup, configuration, and troubleshooting.