Bot Overview & Creation
Overview
The Bots module allows you to manage and organize AI chatbots in CX Genie.
Each bot can be trained, configured, and deployed for scenarios such as customer support, lead generation, or onboarding.
This page covers the Bots Dashboard, view options, and how to create a new bot.
Bots Dashboard
Go to the Bots tab in the left sidebar.
Bots are displayed as cards (default Grid view).
Each bot card shows:
Avatar + Name
Last updated time
⚙️ Settings (edit)
🗑️ Delete
Switch Between Grid and List Views
Toggle in the top-right corner:
Grid view (🔲) – cards with images.
List view (☰) – vertical list format.
View preference is saved per user.
Create a New Bot
Click + Create bot.
Fill in bot details:
Name (required, max 50 characters).
Greeting message (optional, max 250 characters).
Avatar (choose from preset options).
Choose a template (Blank or predefined).
Click Create new bot.
System redirects to the bot’s configuration interface.
Example / Use Case
A company creates a bot named OrderHelper to handle order tracking.
The admin adds a friendly greeting, picks an avatar, and selects the Blank template.
After creation, they continue configuring training data and workflows.
Notes
You can create multiple bots depending on your package.
Grid/List view is saved individually for each user.
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