# Bot Overview & Creation

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### **Overview** <a href="#overview" id="overview"></a>

* 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**.

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### Bots Dashboard

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* 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.

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### Create a New Bot

1. Click **+ Create bot**.
2. Fill in bot details:
   * Name (required, max 50 characters).
   * Greeting message (optional, max 250 characters).
   * Avatar (choose from preset options).
3. Choose a template (Blank or predefined).
4. Click **Create new bot**.
5. 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.

[<br>](https://documents.cxgenie.ai/dashboard/overview)