Creating a Bot
Learn how to create a ChatSignals bot, choose templates, define behaviour, and start automating customer conversations safely and efficiently.
Bots and channels are currently only available for HubSpot data sources.
In ChatSignals, a bot is created by creating a channel. A channel is a group of one or more of your HubSpot inboxes.
To Create a Bot:
- Go to Settings → Channels.
- Click "Add Channel".
- Give the channel a name (e.g., "Support Bot").
- Select the HubSpot inboxes you want this bot to work in.
- Click "Create Channel".
That's it! A new bot is created with a default configuration.
Accessing Your Bot
To configure and test your new bot:
- Navigate to Your Bots.
- You'll see a table listing all your channels. Find the channel name you just created.
- Click the settings icon next to the channel to configure the bot, or click the chat icon to chat with it.
