Quickstart

Create the projectCopy Anchor Link

1. Check that the right organization is selected at the top of the sidebar.
2. Select Projects in the sidebar, then New project.
3. In What should this project do?, describe the bot. For example: "Answer customer questions about our delivery times, prices and returns policy using our FAQ document. If it cannot answer, offer to connect them to a person."
4. Set Channel to Chatbot.
5. Leave Start from on A blank canvas. Your description still shapes what gets built.
6. Optionally, fill in Project name. If you leave it empty, the name comes from your description.
7. Select Create with AI.

If you would rather build everything yourself, leave the description empty and select Create Project instead. A blank chatbot starts with a small working flow: a Trigger node, a Simple Greeting intent and a Hello Response reply.

Let Buni draft the flowCopy Anchor Link

The project opens on the Canvas tab and Buni, the AI assistant, opens beside it with your description. Buni may ask a few clarifying questions first. Answer them, and it builds the flow on the canvas.

Look over what it built. You can keep asking Buni for changes in plain language, such as "add a button to talk to a person". See AI assistant.

Add an AI Agent with a knowledge baseCopy Anchor Link

If Buni already added an AI Agent node, open it and skip to item 4. Otherwise:

1. Open the Nodes Library on the left of the canvas and search for AI Agent.
2. Drag the AI Agent node onto the canvas, or double-click it to add it.
3. Connect the Trigger node to it: drag from the Trigger node's handle to the AI Agent node. If you started from the blank starter flow, delete the Simple Greeting and Hello Response nodes first.
4. Open the AI Agent node and turn on Knowledge base.
5. Select Upload new files to add your document, or Browse knowledge base to pick one your organization already uploaded.
6. Write the agent's instructions: who it is, what it should help with and what to do when the document does not cover a question.

For fixed answers that should never vary, use a Reply node instead of, or alongside, the AI Agent. See AI Agent and Knowledge base for every option.

Test in the simulatorCopy Anchor Link

1. Select Save in the bar at the top of the canvas.
2. Select Simulate. A chat window opens over the canvas, with Real-Time Logs docked below.
3. Type a question your document answers into Write a message... and send it.

As the bot runs, each node it passes through is highlighted on the canvas, and the logs show what every node did. Select a log entry to jump to its node. Try a question the document does not cover, and check the agent handles it the way you asked.

See Simulators.

PublishCopy Anchor Link

1. Select Publish.
2. Optionally, add Release Notes and a Version Name, such as "First release".
3. Select Publish in the panel.

Publishing makes the current flow Live, the version real users reach. See Publishing.

Put it on your websiteCopy Anchor Link

1. Open the Settings tab and select Chat Widget.
2. Adjust the widget's look if you want to.
3. Under Chat Widget Codes, choose how you want to add it (iframe, JavaScript, React / Next.js, Vue, Angular or WordPress) and copy the code.
4. Paste the code into your website.

The Chat Widget tab only offers codes once the project is published. See Web chat widget.