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Private chatbot

Create a private chatbot for approved users

Turn policies, playbooks, client material, training files, and other restricted knowledge into an AI assistant that requires sign-in. Ask My Bot checks the visitor against the bot's approved-email list before serving the private experience.

Sign-in required
Approved-email access
Owner access retained
No public widget surface

Where private chatbots are useful

Internal policy assistant

Help approved team members find procedures, benefits, onboarding steps, operational rules, or training answers without searching document folders manually.

Client-specific knowledge

Create a bot for approved client contacts using project material, implementation notes, deliverables, and support documentation.

Private validation workspace

Keep a customer-facing bot restricted while checking retrieval quality, missing answers, and source accuracy before making it public.

How private access works

Step 1

Create and train

Add PDFs, documents, images, spreadsheets, website content, or pasted text to the bot's knowledge base.

Step 2

Choose private visibility

Set the bot to private to restrict access and exclude it from public search indexing, discovery, installable widgets, and public lead prompts. Approved signed-in users can still open its website/background preview.

Step 3

Approve users

Add the email addresses that should have access. The owner remains authorized automatically.

Step 4

Test access and answers

Verify both allowed and denied sign-ins, then test questions whose answers are present and absent from the sources.

Choose a private chatbot when

  • Anonymous visitors should not be able to access the source knowledge.
  • A defined group of employees, partners, clients, or reviewers needs access.
  • You want conversational search without publishing a widget or public URL.
  • A future public bot needs a controlled testing period first.

Review before uploading

  • Confirm you have permission to process the documents through cloud and AI providers.
  • Remove secrets or records that the approved audience does not need.
  • Do not describe access control as a guarantee of absolute security.
  • Use a public bot instead when anonymous access, widgets, QR sharing, or lead capture is required.

Frequently asked questions

Who can access a private Ask My Bot chatbot?

The owner, bot admins, and approved private-chat viewers can access a private bot after sign-in and authorization. Private bots are never eligible for public search indexing.

Can a private chatbot be embedded on a public website?

No. Private bots do not provide public installable website widgets or anonymous access. The owner, bot admins, and approved private-chat viewers can open the website/background preview after sign-in and authorization; private details are not shown before authorization.

Can I test a bot privately before publishing it?

Yes. You can keep a bot private while validating answers and source coverage, then change its visibility when it is ready for public use.

Does private mean the content never reaches service providers?

No. Private content still uses the platform's storage, search, and AI providers so retrieval and answer generation can work. Private refers to product access controls, not offline processing.

See how it works in the app

Illustrative app views with fictional businesses, contacts and sample data. Select an image to view it full size.

Overview for a fictional bakery bot showing its logo and URL, business type, visibility and colours, Kiosk and Live Chat features, opening message and starter questions.

Customize your bot from Overview

Overview shows your bot at a glance, including whether Kiosk and Live Chat are on for visitors. Edit the name, logo, cover photo, appearance, opening message and starter questions in the bot's Settings tab.

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