Agent - Multi Chatbots

Agent - Multi Chatbots

Multi Chatbots let you combine several Chatbots into a single assistant. Each Multi Chatbot routes user questions to one of its connected Chatbots based on routing instructions you define.

Key Points

  • Licensing: In Index 7, Multi Chatbots are available if you have an Agent license (this was not always the case in earlier versions).

  • Customized knowledge base: Multi Chatbots use their connected Chatbots to answer questions in their respective areas, based on the provided routing instructions.

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

  • Access control: All users can use published Multi Chatbots, but only users with elevated roles can create or edit them.

  • External integrations: Multi Chatbots can be embedded in external websites to serve users or customers there. For integration details, see Agent - Chatbots & Multi-chatbots Integration

Creating New Multi Chatbots

To create a new Multi Chatbot, first navigate to the Chatbots section. Then, switch to the Multi Chatbots tab and click on the New Multi Chatbot button. This action will open a setup wizard that guides you through the Multi Chatbot's configuration process.

Setup

On the initial setup page, name the Multi Chatbot, select its access setting, and choose whether to show documents used to generate responses.

Even if you select Public access, this Multi Chatbot will remain in Draft state until you complete all required fields in each step and establish at least one connection.

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Connections

On this page, you can add up to 10 connections to regular Chatbots, which act as the knowledge sources for the Multi Chatbot.

Click Connect chatbot + to open a list of available Chatbots you can connect. Only Public and Internal Chatbots can be selected.

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Each connection must include a routing instruction that describes when that Chatbot should be used to answer a user prompt.

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List of Connected Chatbots:

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Branding

The final page lets you customize the appearance of the Multi Chatbot according to your preferences.

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Multi Chatbot Information

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Click the Info () button next to a Multi Chatbot to open its detail view. At the top, you can get the code snippet, delete the Multi Chatbot, edit it, or change its access setting. The details view also shows current settings, including branding, connections, and other information.

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Multi Chatbot properties

Each Multi Chatbot on the list has a Menu button (). Clicking the button expands a menu with the following options:

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

  • Edit: Change the Multi Chatbot’s configuration.

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

  • Code Snippet: Generates a JavaScript code snippet used for external integration - see https://ayfie-dev.atlassian.net/wiki/x/AoB_8Q.

  • Delete: Removes the Multi Chatbot.

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Publishing Multi Chatbots

Multi Chatbots can have three different publication states:

  • Draft – Available only to users with elevated roles (admin or chatbot_manager).

  • 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.

For single Chatbots, a newly created or edited Chatbot is in Draft by default and is not available to regular users until its access is changed manually.

For Multi Chatbots, access settings are part of the wizard, so you can set the Multi Chatbot as Public or Internal during creation.

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If you don’t complete the wizard, the Multi Chatbot remains in Draft. The access setting you chose takes effect once all steps are finalized.

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