Creating Your First AI Bot¶
Create a custom AI-powered chatbot for your website in minutes with our step-by-step wizard.
Prerequisites¶
Before creating your AI Bot, ensure you have:
Requirements
- ✅ Active iQuivity AI account
- ✅ Company/product information ready
- ✅ Content for training (website URLs, documents, or Q&A pairs)
- ✅ Brand assets (logo, colors) for customization
Accessing AI Bots¶
Navigate to AI Bots Dashboard¶
Step 1: From Dashboard 1. Log in to your iQuivity AI account at iquivity.ai 2. From the main dashboard, locate "AI Bot" in the left-hand navigation 3. Click on "AI Bot" to open the AI Bots dashboard
Dashboard Overview:
AI Bot Engagement
├── New Agent Messages: 4
├── New AI Messages: 0
└── Total Messages: 57
Active Chatbots (0)
└── [Empty state - no active bots]
Inactive Chatbots (7)
├── iQbot (Created 208 days ago) - Passive
├── iQuivity AIBots (Created 209 days ago) - Passive
├── iQuivity AIBots (Created 209 days ago) - Passive
└── [Additional inactive bots...]
Creating a New Chatbot¶
Start Creation Process¶
Click "+ Add New Chatbot" (top-right corner of the page)
When you click this button, you'll immediately be taken to the Configure page to begin setup.
Quick Setup
The wizard consists of 3 main pages: Configure → Customize → Train. Complete each step to create your fully functional AI Bot.
Page 1: Configure¶
Company Information¶
Company Name (Required)
┌────────────────────────────────────────────────┐
│ Company Name │
│ ┌────────────────────────────────────────────┐ │
│ │ Your Company Name │ │
│ └────────────────────────────────────────────┘ │
└────────────────────────────────────────────────┘
Purpose: - Identifies your organization in the bot - Used in internal bot management - May appear in bot responses - Helps personalize conversations
Examples: - "Acme Corporation" - "TechStart Solutions" - "Global Retail Inc."
Welcome Message¶
Welcome Message on Chat Bot (Required)
┌────────────────────────────────────────────────┐
│ Welcome Message on Chat Bot │
│ ┌────────────────────────────────────────────┐ │
│ │ Hi! 👋 Welcome to [Company Name]. │ │
│ │ How can I assist you today? │ │
│ └────────────────────────────────────────────┘ │
└────────────────────────────────────────────────┘
Purpose: - First message visitors see when chat opens - Sets the tone for the conversation - Creates initial engagement
Best Practices: - ✅ Be friendly and welcoming - ✅ Keep it concise (1-2 sentences) - ✅ Use emojis sparingly for personality - ✅ Indicate you're there to help - ✅ Use your company/brand name
Good Examples:
✅ "Hi! I'm here to help with any questions about our products. How can I assist you?"
✅ "Welcome to TechSupport! 👋 What can I help you with today?"
✅ "Hello! Need information about our services? I'm happy to help!"
Avoid:
❌ "Hello." (Too brief)
❌ "Welcome to our website!" (Not helpful)
❌ Long paragraphs explaining everything (Keep it simple)
AI Bot Instructions¶
Welcome Message on AI Bot (Required)
┌────────────────────────────────────────────────┐
│ AIBot uses a structured set of instruction │
│ fields that tell the chatbot how to behave, │
│ what tone to use, what its role is, and how │
│ to interact with users. │
│ │
│ ┌────────────────────────────────────────────┐ │
│ │ You are a helpful customer service │ │
│ │ representative for [Company Name]. │ │
│ │ │ │
│ │ - Be friendly and professional │ │
│ │ - Answer based on knowledge base │ │
│ │ - If unsure, admit it politely │ │
│ │ - Keep responses clear and concise │ │
│ │ - Guide to human support when needed │ │
│ └────────────────────────────────────────────┘ │
└────────────────────────────────────────────────┘
Purpose: - Defines bot's role and personality - Sets behavioral guidelines - Establishes response style - Creates boundaries for bot capabilities
Instruction Components:
1. Role Definition:
"You are a [role] for [company/product]."
Examples:
- "You are a customer support specialist for TechCo."
- "You are a sales assistant for an e-commerce store."
- "You are a virtual tutor for online courses."
2. Behavioral Guidelines:
- Be [adjective] and [adjective]
- Answer questions based on [source]
- Provide [type] of information
- Avoid [behavior]
3. Response Style:
4. Limitations:
Complete Instruction Examples:
Customer Support Bot:
You are a friendly customer support representative for Acme Corp.
Guidelines:
- Be helpful, professional, and empathetic
- Answer questions using the knowledge base provided
- If you don't have specific information, say "I don't have that information right now, but I can connect you with a team member"
- Keep responses under 3 sentences when possible
- For billing or account issues, direct users to support@acme.com
- Maintain a positive tone even with frustrated customers
E-commerce Assistant:
You are a shopping assistant for StyleBoutique online store.
Your role:
- Help customers find products
- Provide product information and recommendations
- Answer questions about sizing, materials, and care
- Share shipping and return policies
- For orders and tracking, direct to Order Status page
- Be enthusiastic but not pushy
- Use casual, friendly language
Educational Bot:
You are an academic advisor assistant for University Online Programs.
Responsibilities:
- Provide information about courses and programs
- Answer admission-related questions
- Share application deadlines and requirements
- Explain tuition and financial aid options
- For specific enrollment questions, connect to admissions office
- Be informative and professional
- Encourage prospective students
Language Selection¶
Choose Bot Languages
┌────────────────────────────────────────────────┐
│ iQuivity allows you to choose which languages │
│ your AIBot can understand and respond in │
│ 94 different languages. │
│ │
│ Primary Language: [English ▼] │
│ │
│ Additional Languages: │
│ ☐ Spanish │
│ ☐ French │
│ ☐ German │
│ ☐ Chinese │
│ ☐ Japanese │
│ ☐ [+ 89 more languages...] │
└────────────────────────────────────────────────┘
Purpose: - Enable multilingual support - Auto-detect user language - Respond in appropriate language - Expand global reach
Supported Languages: 94 languages including: - English (US, UK, AU) - Spanish (ES, LA) - French - German - Italian - Portuguese (BR, PT) - Chinese (Simplified, Traditional) - Japanese - Korean - Arabic - Hindi - Russian - Dutch - And 81 more...
Language Features: - Automatic language detection - User can switch languages mid-conversation - Knowledge base translated automatically - Maintains context across language switches
Connect Message¶
Platform Connection Message
┌────────────────────────────────────────────────┐
│ Connect Message is the message your AIBot │
│ sends automatically when it connects to an │
│ external platform or system, such as: │
│ Social Media │
│ │
│ ┌────────────────────────────────────────────┐ │
│ │ Thanks for reaching out! I'm connected │ │
│ │ and ready to help. What can I do for you? │ │
│ └────────────────────────────────────────────┘ │
└────────────────────────────────────────────────┘
Purpose: - Confirms successful connection to external platforms - Acknowledges user initiation from social media - Sets expectations for the conversation
Use Cases: - Facebook Messenger integration - Telegram connection - WhatsApp Business - Other messaging platforms
Examples:
✅ "Connected! I'm your virtual assistant. How can I help?"
✅ "Thanks for messaging us! I'm here to answer your questions."
✅ "Hello! I've connected to assist you. What do you need?"
Complete Configuration¶
Click "Next" to proceed to the Customize page.
Configuration Complete
You've set up the core bot behavior. Next, you'll customize the appearance and interaction settings.
Page 2: Customize¶
Team Sharing¶
Share with Team Members
┌────────────────────────────────────────────────┐
│ This option allows you to give other members │
│ of your organization access to the AIBot you │
│ created. When enabled, your bot becomes │
│ available to everyone on your team inside │
│ iQuivity. │
│ │
│ [ ] Enable Team Sharing │
└────────────────────────────────────────────────┘
Purpose: - Share bot across organization - Allow team collaboration - Enable multiple admins - Centralized bot management
When to Enable: - Multiple team members need access - Collaborative bot management - Shared customer support responsibility - Team-wide knowledge base updates
When to Disable: - Personal/individual use - Department-specific bot - Testing/development bot - Sensitive information handling
Interaction Type¶
Choose Conversation Mode
┌────────────────────────────────────────────────┐
│ Interaction Type setting in iQuivity │
│ determines how your AIBot engages with users │
│ and what style of conversation the bot │
│ follows. │
│ │
│ ( ) AI & Live Chat │
│ ( ) Only AI │
│ ( ) Only Live Chat │
└────────────────────────────────────────────────┘
Option 1: AI & Live Chat (Hybrid)
Features: - AI handles initial conversation - Users can request human assistance - "Get More Help" button available - Seamless handoff to live agents - Best of both automation and personalization
Best For: - Customer support teams - Sales inquiries - Complex product questions - Quality customer service - Business with live support team
Option 2: Only AI
Features: - Fully automated responses - 24/7 availability - No human intervention - Unlimited simultaneous conversations - Instant responses
Best For: - FAQ handling - Information distribution - Simple support queries - High-volume, low-complexity interactions - Businesses without live support
Option 3: Only Live Chat
Features: - Direct connection to human agents - AI completely disabled - Traditional live chat experience - Real-time human support - Full control over conversations
Best For: - VIP customer support - Technical troubleshooting - Sensitive conversations - High-value sales - Scenarios requiring human judgment
Live Chat Requirements
Live chat features require additional configuration and may have separate pricing. Contact sales for enterprise live chat solutions.
Visual Customization¶
Chat Widget Appearance
Logo Upload¶
┌────────────────────────────────────────────────┐
│ Upload Logo │
│ │
│ ┌────────────┐ │
│ │ [📷] │ Drag & drop or click │
│ │ Company │ to upload │
│ │ Logo │ │
│ └────────────┘ │
│ │
│ Recommended: 200x200px, PNG/JPG │
└────────────────────────────────────────────────┘
Logo Guidelines: - Format: PNG, JPG, SVG - Size: 200x200px recommended - Max file size: 2MB - Transparent background preferred - High resolution for clarity
Avatar Upload¶
┌────────────────────────────────────────────────┐
│ Upload Avatar │
│ │
│ ┌────────────┐ │
│ │ [👤] │ Drag & drop or click │
│ │ Bot │ to upload │
│ │ Avatar │ │
│ └────────────┘ │
│ │
│ Recommended: 128x128px, PNG/JPG │
└────────────────────────────────────────────────┘
Avatar Guidelines: - Format: PNG, JPG - Size: 128x128px recommended - Circular crop automatically applied - Represents bot in chat interface
Color Scheme¶
Header Background Style
┌────────────────────────────────────────────────┐
│ You can choose the background style for the │
│ chat header. Currently, Solid Color is │
│ selected, with a color picker available. │
│ │
│ Header Background: │
│ ( ) Solid Color [🎨 #4F46E5] │
│ ( ) Gradient │
│ │
│ Primary Color: [🎨 #4F46E5] │
│ Secondary Color: [🎨 #3B82F6] │
│ Text Color: [🎨 #FFFFFF] │
│ Background Color: [🎨 #F9FAFB] │
└────────────────────────────────────────────────┘
Color Customization:
Primary Color: - Main brand color - Chat bubble background - Header background - Action buttons
Secondary Color: - Accent elements - Links - Secondary buttons - Hover states
Text Color: - Button text - Header text - Ensure good contrast
Background Color: - Chat window background - Message area - Light, neutral recommended
Feature Toggles¶
Optional Chat Features
┌────────────────────────────────────────────────┐
│ When you turn these options on, we allow you │
│ to receive: │
│ │
│ [ ] Email Collect │
│ Enable collection of user emails │
│ │
│ [ ] Contact Us │
│ Show "Contact Us" option in chat │
│ │
│ [ ] Enable Emoji │
│ Allow emojis in chat interactions │
│ │
│ [ ] Show Logo │
│ Display logo in chat widget header │
│ │
│ [ ] Show Date and Time │
│ Display timestamps for messages │
│ │
│ [ ] Transparent Trigger │
│ Make chat trigger button transparent │
└────────────────────────────────────────────────┘
Feature Descriptions:
Email Collect: - Prompt users for email before/during chat - Build contact list - Follow up via email - Lead generation tool
Contact Us: - Add "Contact Us" button in chat - Link to contact form or email - Escalation option for users - Collect inquiries
Enable Emoji: - Allow emoji in user messages - Enable emoji in bot responses - Makes chat more friendly - Enhances expression
Show Logo: - Display company logo in header - Reinforces branding - Professional appearance - Brand recognition
Show Date and Time: - Timestamp on each message - Conversation history context - Useful for support records - Professional communication
Transparent Trigger: - Chat button with transparent background - Minimalist design - Blends with website - Less intrusive
Widget Position & Size¶
Trigger Avatar Size
┌────────────────────────────────────────────────┐
│ Adjust the size of the chat trigger │
│ button/avatar. │
│ │
│ Trigger Size: [60]px │
│ ├───────────●──────┤ │
│ 40px 100px │
└────────────────────────────────────────────────┘
Size Recommendations: - Small (40-50px): Subtle, minimalist sites - Medium (60-70px): Standard, most websites - Large (80-100px): Prominent, high-traffic sites
Position on Page
┌────────────────────────────────────────────────┐
│ Choose which side of the page the chat widget │
│ trigger appears. │
│ │
│ Horizontal Position: │
│ ( ) Left │
│ (•) Right [Currently Selected] │
│ │
│ Vertical Position: │
│ ( ) Top-Left │
│ ( ) Top-Right │
│ (•) Bottom-Left │
│ ( ) Bottom-Right [Currently Selected] │
└────────────────────────────────────────────────┘
Position Options:
Horizontal: - Right: Most common, matches user reading pattern - Left: Alternative for specific layouts
Vertical: - Bottom-Right: Standard position, most familiar - Bottom-Left: Alternative positioning - Top-Right: For sticky header designs - Top-Left: Rare, specific use cases
Best Practices: - Bottom-right is standard and expected - Avoid blocking important content - Consider mobile responsiveness - Test on different screen sizes - Ensure easy access without obstruction
Font Selection¶
┌────────────────────────────────────────────────┐
│ Chat Font: │
│ [Roboto ▼] │
│ │
│ Available Fonts: │
│ - Roboto (Default) │
│ - Open Sans │
│ - Lato │
│ - Montserrat │
│ - Poppins │
│ - Inter │
│ + Custom font upload │
└────────────────────────────────────────────────┘
Complete Customization¶
Click "Next" to proceed to the Training page.
Customization Complete
Your bot now has a unique look and feel that matches your brand. Next, you'll train it with your knowledge base.
Page 3: Training¶
Training Page Overview:
┌────────────────────────────────────────────────┐
│ What Training page means and why it matters │
│ │
│ When you build a custom bot on iQuivity, you're│
│ not just relying on a generic AI—you will train│
│ the bot on your own content/data. That way, │
│ when a user asks a question, the bot can answer│
│ with accurate, company-specific information. │
│ │
│ The "Training page" is where you feed content │
│ into the bot: upload documents, import website │
│ pages, define QA pairs, etc., and thereby build│
│ what the bot "knows." │
│ │
│ A well-trained bot makes your chatbot much more│
│ reliable, reduces "I don't know" responses, and│
│ ensures answers match your business information│
│ so training is arguably the most important step│
│ after bot creation. │
└────────────────────────────────────────────────┘
Training will be covered in detail in the next section.
Review & Deploy¶
Final Steps¶
After completing all three pages (Configure, Customize, Train), you're ready to deploy:
1. Review Configuration
✅ Company name and welcome message set
✅ Bot instructions defined
✅ Languages selected
✅ Connect message configured
2. Review Customization
✅ Team sharing configured
✅ Interaction type selected
✅ Logo and avatar uploaded
✅ Colors and branding applied
✅ Features enabled/disabled
✅ Position and size set
3. Review Training
Click "Next" to proceed to deployment and get your embed code.
Bot Actions & Management¶
Bot Dashboard Actions¶
From the AI Bots dashboard, each bot has action menu (⋮):
Bot Actions Menu:
├── Edit
├── Customize
├── Train
├── Test & Embed
├── Channel
├── Activate
└── Delete
Edit: - Modify configure settings - Update welcome messages - Change instructions - Adjust languages
Customize: - Update appearance - Change colors and branding - Modify features - Adjust positioning
Train: - Add/remove knowledge sources - Upload new documents - Update Q&A pairs - Refresh training data
Test & Embed: - Preview bot functionality - Test conversations - Get embed code - Copy widget script
Channel: - Configure deployment channels - Set up social media integration - Manage platform connections - Configure webhooks
Activate: - Toggle bot active/inactive status - Enable for production use - Publish to website
Delete: - Permanently remove bot - Cannot be undone - Frees up bot slot in plan
Bot Status¶
Active vs Passive Status¶
Active Chatbots: - Currently deployed and running - Receiving and responding to messages - Visible on website/platforms - Consuming API credits
Passive/Inactive Chatbots: - Created but not deployed - Not receiving messages - Not visible to users - No credit consumption - Can be activated anytime
Status Indicator:
Testing Your Bot¶
Before Going Live¶
Use Test & Embed Feature:
- Click action menu (⋮) on your bot
- Select "Test & Embed"
- Opens preview window
- Test various scenarios:
- ☐ Welcome message displays
- ☐ Bot responds accurately
- ☐ Trained content accessible
- ☐ Unknown questions handled gracefully
- ☐ Human handoff works (if enabled)
- ☐ Appearance looks correct
- ☐ Mobile responsive
Best Practices¶
Creating Effective Bots¶
Configuration Tips:
✅ Clear Company Identity - Use recognizable company name - Be consistent with branding - Match website voice and tone
✅ Welcoming Messages - Keep welcome message under 2 sentences - Be friendly and approachable - Set clear expectations
✅ Specific Instructions - Define clear boundaries - Specify what bot can/cannot do - Include escalation procedures - Set response style guidelines
✅ Language Support - Enable languages your customers speak - Test in each language - Ensure knowledge base translates well
Customization Tips:
✅ Brand Consistency - Match website colors exactly - Use company logo and fonts - Maintain visual identity
✅ User Experience - Standard bottom-right position - Appropriate trigger size - Enable helpful features (emoji, timestamps) - Don't block important content
✅ Mobile Optimization - Test on various devices - Ensure touch-friendly size - Check responsive behavior - Verify readability
Training Tips:
✅ Comprehensive Knowledge - Cover common questions thoroughly - Include product/service details - Add policy information - Update regularly
✅ Quality Over Quantity - Accurate information essential - Well-organized content - Clear, concise answers - Avoid contradictions
Troubleshooting¶
Common Issues¶
Bot Not Responding: - Cause: Not trained yet, no knowledge added - Solution: Complete training step, add content sources
Incorrect Responses: - Cause: Insufficient or incorrect training data - Solution: Review and improve knowledge base
Appearance Issues: - Cause: Color conflicts, size problems - Solution: Adjust colors for contrast, test sizes
Deployment Problems: - Cause: Incorrect embed code, script conflicts - Solution: Follow deployment guide exactly, check for JS conflicts
Next Steps¶
-
Train Your Bot
Add knowledge from multiple sources
-
Advanced Customization
Fine-tune appearance and behavior
-
Deploy to Website
Get embed code and go live
Previous: ← Overview | Next: Training →
Last Updated: December 2025