Workspace Guide
How to use Ask My Bot
Ask My Bot helps you turn your documents, images, website pages, and notes into an AI assistant. Use this guide to create a bot, train it with knowledge, test its answers, publish it, and improve it from analytics.
The basic workflow
Step 1
Create your first bot
Sign in, click Create bot, then paste a website URL for Magic Prefill or start with a bot name if you want to add content manually.
Step 2
Add knowledge
Open Training and add PDFs, DOC/DOCX, RTF/TXT, XLSX, CSV, pasted text, images with OCR, website pages, or Live API sources on supported plans.
Step 3
Customize behavior
Use Overview and Edit to adjust the bot name, public URL slug, opening message, starter questions, avatar, colors, visibility, widget settings, and Details to Collect.
Step 4
Test real questions
Open the public bot page and ask the same questions a visitor, customer, or team member would ask. Add more training content if an answer is missing or weak.
Step 5
Share or embed
Use Share assets to copy the public link, download the QR code, preview the widget, or copy the install script for your website.
Step 6
Improve from analytics
Use Analytics and Leads to review visitors, questions, unanswered questions, feedback, captured details, and lead status.
If you have no bot yet
Start with Create bot. A website URL can prefill the bot, or you can create a blank bot and add knowledge from Training.
If answers are weak
Add clearer source content, update indexed text, include pricing and policies explicitly, and review unanswered questions.
If you want leads
Add Details to Collect such as email, phone, company, table number, order items, budget, or appointment request.
Common questions
Do I need to create a bot before using Ask My Bot?
Yes. A bot is the workspace where your knowledge, public page, widget, analytics, and leads are managed.
What content can I add to a bot?
You can add PDFs, Word files, text files, spreadsheets, CSVs, pasted text, images with OCR, website pages, and Live API sources on supported plans.
Can I test my bot before sharing it?
Yes. Open the public bot page after training it and ask realistic questions. You can keep improving the source content before sharing widely.
Where do I see what visitors ask?
Use the Analytics tab to review visitors, top questions, unanswered questions, feedback, and answer coverage. Use Leads for captured contact details and custom fields.