docAnalyzer

Configure a chatbot

The four-tab editor: Overview, Behavior, Appearance, Settings.

Each chatbot has its own editor at /app/cb/<id> split into four tabs. This article walks through every tab and what each setting does.

Overview

The Overview tab is the chatbot's dashboard. You'll find:

  • Name: the chatbot's label inside docAnalyzer. Defaults to "Untitled chatbot"; change it to something memorable.
  • Daily activity chart: a recent-traffic view: conversations per day, peak times, trends.
  • Quick actions: copy embed snippet, open the conversations view.

Use Overview to monitor usage at a glance. Detailed conversation logs live in the Conversations view (linked from this tab).

Behavior

The Behavior tab is what shapes how the chatbot answers. This is the most-configured tab.

  • Bound dataset: the label (and any extra documents or notes) the chatbot grounds answers in. Visitors only see citations to these sources.
  • Personality: free-form instructions that set the chatbot's tone, role, and constraints. "You are a friendly customer-support agent for Acme Inc. Always cite the documentation." Same shape as custom instructions, scoped to this chatbot.
  • Intro message: markdown welcome shown to every new visitor. Use it to set expectations: what the bot does, what it knows, what it doesn't.
  • AI configuration: pick the model. Most chatbots run on a cheap fast model; reach for stronger models for higher-stakes domains. See Pick a model.

Appearance

The Appearance tab is the visual surface.

  • Design templates: pre-built themes (clean, dark, brand-tinted, mobile-first, embedded). Pick one as a starting point.
  • Custom theme editor: override colors, fonts, radii, spacing. Themes you create are named and reusable.
  • Layout mode: floating bubble vs. inline.
  • Avatar / brand mark: upload a small image shown next to assistant messages.

Themes are saved per-chatbot. You can copy a theme between chatbots from the editor.

Settings

The Settings tab holds operational configuration:

  • Usage limits: per-visitor and per-day caps to protect your quota.
  • Branding: custom footer text, brand URL, "powered by" attribution toggle (where allowed by your plan).
  • Wording: overrides for visitor-facing strings (placeholder text, send-button label, error messages, etc.).
  • Embed: the snippet to paste on your site.
  • Danger zone: delete the chatbot, or disable it temporarily (URL keeps working but answers "this bot is currently offline").

Conversations view

Separate from the editor, every chatbot has a conversations view that lists every visitor session. Click any row to see the full transcript. This is where you find:

  • What visitors asked.
  • What the bot answered.
  • Which sources it cited.
  • Gaps: questions the bot couldn't answer (good feedback for your dataset).

What's next

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