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 a category, 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, share assets, and an install script for the website widget. Widget colors, title, teaser, position, and style come from saved bot settings.
Capture leads
Ask My Bot can collect high-intent inquiries, required details, conversation summaries, reference IDs, lead statuses, and webhook forwarding on supported plans.
Improve answers
Use analytics, unanswered questions, feedback, and bot readiness recommendations to identify missing content and update your bot's knowledge.
Choose a plan
Compare bot limits, message limits, character limits, lead database 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.