Chatbots
Learn how to create and manage your chatbots.
Chatbots are the core of LeadJot - they're your AI assistants that engage with visitors, answer questions, and perform actions like capturing leads or booking meetings.
Creating a Chatbot
To create a new chatbot:
- Navigate to Chatbots in your workspace
- Click "Create Chatbot" button
- Fill in the chatbot details:
- Name: Give your chatbot a name (up to 40 characters)
- Knowledge Base: Select a trained knowledge base (optional but recommended)
- Click "Create Chatbot"
After creation, you'll be taken to your chatbot's settings page where you can customize its behavior, appearance, and actions.
Choosing a Knowledge Base
You can connect a knowledge base when creating your chatbot, or add one later. If you select a knowledge base:
- It must be trained (status shows as "trained" in green)
- The chatbot will use this knowledge base to answer questions
- You can change or remove the knowledge base later in settings
If you don't have a knowledge base yet, you can create one from the Knowledge Bases section first, or create the chatbot without one and add it later.
Even if you create a chatbot without a knowledge base, you can still configure its behavior, appearance, and actions. You just won't have document-based answers until you connect a knowledge base.
Chatbot Limits
Your workspace has limits on how many chatbots you can create based on your plan. Check your Usage page to see:
- How many chatbots you've created
- Your plan's chatbot limit
- How many chatbot slots you have remaining
If you hit your limit, you'll need to delete unused chatbots or upgrade your plan to create more.