Chatbots are LLM assistants optimized for specific common tasks such as answering FAQs, providing technical support, or handling customer support questions. Each Chatbot has its own configuration, knowledge base, and appearance.

• Licensing: Chatbots are available in Business Agent and Index; they are not available in Personal Agent at http://chat.ayfie.com .

  • In Index 7 and newer, Chatbots are included with an Agent license (this was not the case in Index 6).

• Customized knowledge base: You can attach documents (in all supported formats) directly in the Chatbot definition to extend its knowledge.

• Collaboration: Chatbots can be shared with other users in your organization, depending on their publication state and access settings.

• Access control: All users can use published Chatbots, but only users with elevated roles can create or edit them. For details, see Agent - Roles and PermissionsPreview .

• External integrations: Chatbots can be embedded in external websites and other systems. For integration details, see Agent - Chatbots & Multi Chatbots IntegrationPreview

Navigate to the Chatbots section and click on the + New chatbot button. This will open a setup wizard that guides you through defining the Chatbot's configuration

Name the Chatbot and select the model it should use when replying.

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Choose whether you’d like to upload files or use an MCP connection to serve as the Chatbot’s knowledge base

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Select one of the configured MCP connections to serve as the Chatbot’s source of knowledge.

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Upload one or more documents the Chatbot will use as its main source of knowledge. You can also choose whether to show the documents used to generate each response.

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Define how the Chatbot should behave (tone, role, level of detail) and any rules its responses should follow.

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Adjust the Chatbot’s appearance (title, logo, background image, accent color).

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Chatbots can have three different publication states:

• Draft: Only available to users with elevated roles (admin or chatbot_manager - see Agent - Roles and PermissionsPreview )

• Internal: Available only to users in your organization. Access can be restricted to selected users or shared with the whole organization.

• Public: Available to all users in your organization and accessible via a dedicated URL.

A newly created Chatbot begins in Draft state and must be published before it is available to regular users.

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After clicking the Publish button you can choose the publication options:

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Each Chatbot on the list has a menu button that expands the following options:

• Access settings: Allows you to change the Chatbot’s publishing settings or unpublish it back to Draft state.

• Edit: Change the Chatbot’s configuration.

• Copy URL: Copy a direct link to the Chatbot.

• Code Snippet: Generates a JavaScript code snippet used for external integration - see Agent - Chatbots & Multi Chatbots IntegrationPreview.

• Details: Show when the Chatbot was created and modified, the size of its knowledge base, and usage statistics for the last 7 and 30 days.

• Delete: Remove the Chatbot.

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While Chatbots can be used within Business Agent itself, they can also be integrated into third party platforms - websites, messaging apps, and internal systems - providing convenient interaction points for users. For a technical guide for IT staff on deployment of Chatbot integrations, see Agent - Chatbots & Multi Chatbots IntegrationPreview