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Managing Chatbots

Learn how to manage your chatbots throughout their lifecycle.

Viewing Your Chatbots​

From the dashboard, you'll see all your chatbots with:

  • Name and description
  • Status (Active, Paused, Archived)
  • Last updated date
  • Quick actions

Editing a Chatbot​

  1. Click on the chatbot name to open it
  2. Navigate to the settings you want to change
  3. Make your changes
  4. Click "Save"

Pausing a Chatbot​

Temporarily disable access to your chatbot:

  1. Open the chatbot
  2. Click the status dropdown
  3. Select "Pause"

What happens when paused:

  • Users see a "currently unavailable" message
  • No queries are processed
  • Data and settings are preserved

Resuming a Chatbot​

Reactivate a paused chatbot:

  1. Open the chatbot
  2. Click the status dropdown
  3. Select "Resume"

Archiving a Chatbot​

Archive chatbots you no longer need:

  1. Open the chatbot
  2. Go to "Settings" > "General"
  3. Click "Archive"
  4. Confirm the action

What happens when archived:

  • Removed from active chatbot list
  • Not accessible to users
  • Data is preserved
  • Can be restored later

Restoring an Archived Chatbot​

  1. Go to "Chatbots" > "Archived"
  2. Find the chatbot
  3. Click "Restore"

Deleting a Chatbot​

Permanent Action

Deleting a chatbot permanently removes all data, including documents, settings, and conversation history. This cannot be undone.

To delete:

  1. Open the chatbot
  2. Go to "Settings" > "General"
  3. Click "Delete"
  4. Type the chatbot name to confirm
  5. Click "Delete Permanently"

Duplicating a Chatbot​

Create a copy of an existing chatbot:

  1. Open the chatbot
  2. Click the "..." menu
  3. Select "Duplicate"
  4. Enter a name for the copy
  5. Click "Create"

The duplicate includes:

  • All settings
  • Knowledge base content
  • AI configuration

Bulk Actions​

Select multiple chatbots for bulk actions:

  1. Check the boxes next to chatbot names
  2. Choose an action from the bulk actions menu:
    • Pause selected
    • Archive selected
    • Export settings