Bot Configuration Interface Overview

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Overview

Once a bot is created, users are taken to its configuration interface, where they can customize how the bot behaves, what it knows, and how it interacts with users. This is the main working area for setting up a bot in CX Genie.

✨ Just a heads-up: This configuration screen is different from the Settings tab in the sidebar.

Think of this as your bot’s full setup space — where you design how it looks, thinks, and talks.

Meanwhile, the Settings tab is more about how your bot behaves during live chats (like when to hand over to a human).

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Steps to Use

1. Access a Specific Bot’s Configuration

From the Bots dashboard, click on any bot card to open its full setup interface.

2. Left-Side Navigation

The configuration interface has its own vertical navigation grouped into sections:

• Preferences:

  • General information: basic identity, theme color, watermark, and hireable link

• Data:

  • Training Data: raw data like FAQs, documents, and help articles

  • Bot's Knowledge: structured knowledge learned from selected messages

• Operation:

  • Workflow: manage the logic blocks used in conversations

  • Settings: control timeout, feedback, or assignment settings

• Development:

  • Launch Bot: deploy your bot

  • Prompt & Models: customize language model instructions

  • Domain, Webhook, Platform Integration, Custom Authentication: advanced integrations

3. Live Testing with “Chat with bot”

At the top of the interface is a black button: “Chat with bot”.

Clicking it opens a live simulator panel (on the right), where you can:

• Test responses from training data

• Preview logic built via workflow

• Ensure the bot understands your inputs as expected

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Example / Use Case

After creating a bot, a user clicks into “Bánh mì Floppicanna”. They use the left sidebar to upload product FAQs in “Training Data”, define a logic flow in “Workflow”, then test how the bot handles questions by using the “Chat with bot” panel.

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Notes

• Changes made in each section must be saved manually. Look for the “Save changes” button.

• The preview chat updates in real-time and is useful for QA and iteration.

• This is the central place to build and maintain your bot.

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Figure 1. Configuration interface