Overview

A step-by-step guide to setting up your AI chatbot

Configure the AI chatbot behavior, system prompt, theme, LLM models, and rate limiting

Upload documents, crawl websites, and manage document sources to build your chatbot's knowledge base

Organize users, documents, and AI settings into isolated workspaces for different teams or use cases

Understand who can do what across organizations, workspaces, and resources

Package procedural knowledge as Agent Skills that the chatbot can discover and load on demand

Run code, generate files, and execute scripts inside an isolated sandbox environment directly from chat

Built-in tools the assistant can use to search, run code, fetch content, present files, and escalate to humans

Automate tasks with triggers, prompts, and connected tools

Track and review changes to records across the platform

Configure connectors for all users or embedded chat users

Embed the chat widget into your website or application

Configure OpenID Connect authentication for single sign-on

Interactive generative UI with rich components such as charts, forms, tables, and more

Where the cloud version is hosted and what your network needs to allow

Manage API keys and integrate with the chat API

Install and deploy the application on Kubernetes, configure environment variables, and set up storage

Maintenance procedures, monitoring, weekly and monthly checks, and backup configuration

See what's new in the latest releases