Create a Bot

This section helps you set up your first chatbot in CX Genie. By giving it a name, profile picture, and greeting message, you create the foundation for customer interactions

Steps to Use

Step 1: Sign into CX Genie.

Step 2: In the left sidebar, go to Bots and click + Create bot.

Step 3: Enter your bot’s name and upload a profile picture. Then click Continue.

Step 4: Check the greeting message and adjust if needed.

Click Create new bot to finish.

Video Guide

Quick Tips

• Choose a friendly name and a profile picture that match your brand — these are what your customers will see when chatting with the bot.

• Keep the greeting short and helpful — this is the first message users will see.

Troubleshooting

• Profile picture not uploading: Check the file size (must be ≤1 MB) and format (JPG/PNG).Cannot create bot: Ensure your account has workspace permissions to add new bots.

Need help? Join our Discord community community or email us at [email protected].