> For the complete documentation index, see [llms.txt](https://documents.cxgenie.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documents.cxgenie.ai/bots/bot-configuration-interface-overview.md).

# Bot Configuration Interface Overview

***

## **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).

***

## **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

***

## **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.

***

## **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.

***

![Figure 1. Configuration interface](https://3928771814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcrYvzbvjeUPqcy0srNQ9%2Fuploads%2FN7eA2FY0r4sreAKrPfaP%2Fimage.png?alt=media)