Standard/Instant Access or Dashboard Path
1

Start Bot Creation

You can begin bot creation from multiple entry points:From the Home screen, click on Start under Create AI Bots.
Org Home Start

Organization Home

Or navigate to My Bots and click on Add new agent.
My Bots Start

My Bots: Add New Agent

This opens the guided creation wizard with 3 simple steps:
3-Step Start Screen

My Bots: Guided Bot Creation Flow

2

Step 1: Add LLM & Embedding Models

Start by adding the necessary AI models for your bot.
  • Click Add AI model and choose a supported LLM (e.g., GPT-4o).
Add AI Model

Create AI Bot: Step 1

  • Select the desired model (e.g., GPT-4o) and click Add to org.
Select GPT-4o

Create AI Bot: Add LLM Models

  • Switch to the Embedding Models tab and click Add embedding model.
Add Embedding Model

Create AI Bot: Add Embedding Models

  • Choose a model like text-embedding-3-large and add it to your org.
Select Embedding Model

Create AI Bot: Select Embedding Model

  • Ensure a model is selected before moving to the next step. Click Next to proceed to Step 2.
Pick Embedding Model

Create AI Bot: Confirm Embedding Selection

3

Step 2: Create and Upload Data Store

In this step, you’ll prepare the knowledge base for your bot.
  • Click Go to data store to upload data.
Upload Prompt

Create AI Bot: Upload Training Data

  • Click Create new Data Store and fill in the details including the embedding model.
Create Data Store

Create AI Bot: Create New Data Store

  • Once created, click Upload data to this Data Store.
Upload Data Action

Create AI Bot: Upload Data to Store

  • Choose the data source (Webpage, Text, File, YouTube, or REST API).
Select Data Source Type

Create AI Bot: Select Data Source Type

  • After uploading, select the data store to associate with your bot and click Next.
Select Data Store

Create AI Bot: Choose Data Store

4

Step 3: Configure & Create Bot

You can now finalize and deploy your bot using one of two options:Custom Configuration
  • Enter a name, choose chat model, embedding model, and link your data store.
  • Click Create to finish.
Custom Config Bot Creation

Create AI Bot: Custom Configuration

Default Configuration
  • Uses preselected models for fast setup.
  • Simply click Create AI Bot.
Default Config Bot Creation

Create AI Bot: Default Configuration