Overview

Menu Bots allows you to configure how your bot behaves, responds to users, and interacts with your workflows. Each bot is configured through a Bot Detail page, where all key settings are organized into four main tabs at the top of the page.

These tabs help you manage different aspects of your bot, from its identity and knowledge to its capabilities and conversation routing.

Key Features

On the Bot Detail page, bot configuration is divided into four navigable tabs. Each tab represents a configuration section, which is described below.

1. General

   This section allows you to define the bot's identity and behavior, including its name, persona, and communication style.

   Explore available settings and configuration options on the General page.

2. Knowledge Base

   This section determines what information the bot can reference when answering customer questions, helping ensure responses are accurate and relevant.

   Learn how to add and manage knowledge for your bot on the Knowledge Base page.

3. Tools

   This section lets you connect external tools or integrations, enabling the bot to perform actions or retrieve data beyond static knowledge.

   Configuration details are available on the Tools page.

4. Assignment Rules

   This section allows you to configure which chat channels your bot will handle.

   Refer to the Assignment Rules page to configure conversation handling rules.

Use the sections above to start configuring your bot.