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Guides, FAQs and best practices for every SyntrixOne feature.

Chatbots

Chatbots

Build and deploy AI chatbots in minutes.

Create your first chatbot

Build a bot in under 5 minutes.

Open /dashboard/chatbots → "Create chatbot". Give it a name, pick a persona (helpful / professional / friendly) and choose which knowledge-base sources it can use.

Save. Your bot is immediately testable in the preview panel.

Configure chatbot behaviour

Tune tone, fallback and handoff rules.

Each chatbot has Persona (tone of voice), Knowledge sources (which KB articles it can use), Greeting message, Fallback behaviour (when confidence is low), and Handoff rules (when to escalate to humans).

Changes take effect immediately for new conversations.

Add the widget to your website

Copy-paste one script tag.

Open /dashboard/widget. Copy the snippet and paste it before the closing </body> tag on any page where you want the bot to appear.

Works on plain HTML, WordPress, Webflow, Shopify, Next.js, Vue, Svelte — anywhere you can inject a <script>.

Human handoff

Pass cool conversations to a human.

The bot hands off automatically when (a) the visitor explicitly asks for a human, (b) confidence is below a configurable threshold, or (c) sentiment turns negative.

The conversation appears in the inbox with an "AI handoff" tag and the recent context attached.

AI model settings

Pick model + temperature.

AI replies use GPT-5.2 via the Emergent LLM key. Workspace owners can adjust temperature (creativity) and max-tokens per chatbot.

Higher temperature = more creative but less predictable; lower = more deterministic.

Test your chatbot

Try it before customers do.

Open the chatbot and click "Test". A simulated visitor chat opens with the same RAG retrieval as production.

Use the "Debug" tab to see which KB chunks the AI retrieved for each response.

Didn’t find what you were looking for?

Our team replies to support tickets within one business day.