Chatbots overview

The chatbots list, the per-chatbot sub-nav, and what the Overview page shows.

The Chatbots section is where you manage every bot on your account. The list page shows everything at a glance; opening any chatbot reveals its own eight-tab sub-nav.

The chatbots list

Top of the page: an eyebrow "Chatbots", a heading Your fleet, organized., and a header row with counts.

┌──────────────────────────────────────────────────────────────┐
│  CHATBOTS                                                    │
│  Your fleet, organized.                      [ + New chatbot ]│
│  3 total  ·  ● 2 ready  ·  ● 1 training  ·  2 of 5 remaining │
└──────────────────────────────────────────────────────────────┘

The counts are live — total, ready (green dot), training (pulsing amber) — and you see {remaining} of {max} remaining against your plan's chatbot limit. The + New chatbot button goes to the onboarding wizard.

Toolbar

Below the header, when you have at least one chatbot:

  • Search — input with placeholder Search chatbots...
  • Filter pills — All / Ready / Training
  • View toggle — grid icon or list icon

Empty state

With zero chatbots, the page shows:

No chatbots yet

Create your first chatbot to get started. Train it with docs, URLs, or Q&A, then deploy anywhere.

[ Create chatbot ]

If filters exclude every chatbot, you get a dashed panel:

No chatbots match your filters. [Clear filters]

Grid card vs list row

Each card shows:

  • A square avatar with the chatbot's first initial
  • The name
  • A status badge — ready, training, or the raw status
  • Two stats: Messages (total) and Status (Live when ready, otherwise Setup) 
┌──────────────────────────────────┐
│  [S] Support bot     ● ready     │
│                                  │
│  MESSAGES        │  STATUS       │
│  1.2K            │  Live         │
└──────────────────────────────────┘

List view uses the same info in a denser horizontal row.

The chatbot Overview page

Clicking a chatbot opens its Overview. Above everything, a sub-nav with eight tabs (see below). Then:

  1. Stats grid — four cards: Conversations, Messages, Documents, URLs. Conversations/Documents/URLs are links that jump to the relevant tab.
  2. Deploy your chatbot — two code blocks showing the embed script and the shareable link, plus All embed options → to the Channels page.
  3. Channels mini-panel — three badges (Web, WhatsApp, Telegram) with status dots. Web is always active; WhatsApp/Telegram turn green only when connected.
  4. Setup checklist — 6-step progress toward deploy: 
┌─ Setup checklist ────────────────────── 50% complete ─┐
│  ██████████░░░░░░░░░░                                 │
│                                                       │
│  ✓ Set a custom system prompt                         │
│  ✓ Add training data (docs, URLs, Q&A)                │
│  ✓ Customize the widget appearance                    │
│  ○ Receive your first conversation                    │
│  ○ Connect WhatsApp                                   │
│  ○ Connect Telegram                                   │
│                                                       │
│  [ Edit Settings ]  [ Test Widget ]                   │
└───────────────────────────────────────────────────────┘

Each incomplete item is a link that goes straight to the relevant tab. Test Widget opens the shareable link in a new tab.

The sub-nav (eight tabs)

Every chatbot page shares the same sub-nav, in this order:

  • Overview — this page
  • Settings — name, prompt, templates, delete — see Chatbot settings
  • Widget — Widget appearance
  • Training — knowledge sources (Files, URLs, Q&A, Text)
  • Conversations — message history
  • Tools — AI agent capabilities
  • Channels — Web widget, WhatsApp, Telegram
  • Sandbox — live-preview testing

Status states

A chatbot's status is one of:

  • ready — shown as a green "Live" badge
  • training — pulsing amber badge while embeddings are running
  • Anything else falls back to a neutral pill with the raw status string
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Best practices
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Chatbot settings