How to Set Up Your Chatbot

Follow these steps and your chatbot will be ready in just a few minutes.

NeoMatX chatbot onboarding steps NeoMatX chatbot onboarding steps NeoMatX chatbot onboarding steps NeoMatX chatbot onboarding steps

Open the menu and go to the “ChatBots” section. There you will find “Chatbots” and “Conversations”. In “Chatbots” you can create and manage your chatbots. In “Conversations” you can view all chatbot conversations.

Your Setup in few steps

Schritt 1

Create a chatbot

Open the “Chatbots” section and click “Add Chatbot”.

Schritt 2

Set name and description

The name is visible to users. The description is for internal use only.

Schritt 3

Define welcome message

This message is shown automatically when a user opens the chat window.

Schritt 4

Select language

The chatbot adapts to your users’ language. The selected language is important for synonyms and knowledge base processing.

Schritt 5

Choose personality

Define how your chatbot communicates, e.g. friendly, professional, or direct.

Schritt 6

Connect knowledge base

The chatbot uses stored content to generate responses. Select the appropriate knowledge base.

Schritt 7

Upload logo

Optionally upload a logo that will be displayed in the chat window.

Schritt 8

Create chatbot

Click “Create” to save your chatbot.

Schritt 9

Test chatbot

Click the icon in the bottom right corner to test your chatbot.

Schritt 10

Embed chatbot

Open the Embed chatbot (iframe) section, copy the code, and add it to your website.