An AI Bot is an intelligent agent designed to perform tasks, interact with users, and answer questions instantly based on your organizational or project-level data. In AptlyStar, you can create bots directly within a project, allowing them to be scoped specifically to that project’s datasets and goals.

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🛠️ Steps to Create an AI Bot within a Project

1

Navigate to AI Bots inside Project

From the AptlyStar Dashboard:
  • Click on the Projects tab (1)
  • Select your project and go to the AI Bots section (2)
  • Click on Create New Bot (3)
Open Project Bots

Project: AI Bots

2

Configure Your Bot

Fill out the bot creation form:
  • Enter the Bot Name (1)
  • Select the Chat Model and Embedding Model (2)
  • Link relevant Data Stores (3)
  • Click Create (4)
Bot Configuration Screen

Create AI Bot: Configuration Form

3

Bot Successfully Created

Once created, your AI Bot will appear under the AI Bots tab of the selected project.
Bot Successfully Created

Bot List

Looking to connect project-level bots to a data store? Check out our guide on Linking Data Stores to Bots.