How to use Ask My Bot
Follow the core workflow: create a bot, add knowledge, customize behavior, test real questions, share or embed it, then improve from analytics and leads.
Documentation
Build, train, and publish an Ask My Bot assistant
A practical guide to the main product workflow: create a bot, add source content, test answers, publish it, and keep improving from real questions.
Create a bot
Start from the dashboard, name the bot, choose its business type, and decide whether it should be private for approved users or public for anyone with the link.
Add knowledge
Train bots with PDFs, DOC/DOCX, RTF/TXT, spreadsheets, CSVs, pasted text, image OCR, and website imports. Keep pricing, policies, hours, services, and contact details explicit in your source content.
Publish and share
Public bots get a shareable profile page, QR code, a printable storefront sign in 9 styles, and an install script for the website widget in Overview → Share assets. Set the widget type, colour, proactive teaser and allowed domains in Settings → Bot → Website widget. The launcher always sits in the bottom-right corner.
Set up order management and Kiosk ordering
Manage products and AI catalog extraction on every active plan from Training → Products. Free displays up to 4 products per bot; Pro displays up to 500, Business 1,000, and Scale 2,000. Free shows the first 4 orderable products in catalog order; extra products remain saved. Use Arrange in Training → Products to change their order. On every active plan, use Settings → Ordering to turn Kiosk on or off and set delivery and pickup options, your payment link or UPI QR code, taxes such as CGST and SGST, checkout fields and printers. Accept customer orders, review details, track status, print receipts and kitchen tickets, and manage confirmation or fulfillment from Kiosk → Orders. Business and Scale can forward new orders from Settings → Integrations → Webhooks. Ask My Bot does not process payments; customers pay you directly.
Capture leads
Ask My Bot can collect high-intent inquiries, required details, conversation summaries, reference IDs, lead statuses, and lead webhook forwarding on supported plans.
Improve answers
Use Analytics for sales, orders, visits, busiest hours, best sellers and the sales report, and for questions and likes, compared with the period before. Answer unanswered questions directly so the bot learns them, and update weak sources.
Choose a plan
Compare bot limits, message limits, character limits, Leads access, webhooks, live API context, and branding options before upgrading.
Hand off to agents
On Business and Scale, enable live chat so visitors can ask for human help. Agents can reply directly from the workspace Live Inbox. Offline visitors are captured as leads with conversation context.