Creating Your First Bot

This guide walks you through the complete process of creating and configuring a bot in LoopReply.

Bot Configuration

Basic Settings

When creating a new bot, you’ll configure these settings:

Once created, you can configure additional settings:

• Display Name & Avatar: Configure in the Appearance tab
• Status: Bots start as Draft. Click Publish to make active, or toggle between Active/Paused in the Overview

System Prompt

The system prompt defines your bot’s personality, knowledge boundaries, and behavior. Write clear, specific instructions:

You are a friendly support agent for Acme Inc.

## Your Role
- Answer questions about our products and services
- Help users troubleshoot common issues
- Collect feedback and feature requests

## Guidelines
- Be concise and helpful
- Use simple language, avoid jargon
- If unsure, say "I'm not certain, but I can connect you with our team"

## What You Know
- Product catalog and pricing
- Return and refund policies
- Business hours: Mon-Fri 9am-5pm EST

Model Settings

Configure the AI model behavior:

• Model: Choose between different AI models
• Temperature: Lower (0.1-0.3) for factual responses, higher (0.7-0.9) for creative ones
• Max Tokens: Limit response length

Adding Knowledge

Your bot can answer questions using content from your knowledge base.

Supported Sources

1. Files: Upload PDF, Word, Excel, CSV, or text files
2. Websites: Crawl web pages
3. Data Sources: Connect Google Sheets, Airtable, APIs, etc.

Best Practices

• Add your FAQ page and documentation
• Keep content up-to-date
• Remove outdated information
• Use clear, well-structured content

Testing Your Bot

Before going live:

1. Open Bot Studio to test conversations
2. Try edge cases and unexpected inputs
3. Verify knowledge base responses
4. Test the widget on different devices

Publishing

Once satisfied:

1. Set the bot status to Active
2. Get your embed code from the Deploy tab
3. Add the widget to your website

Next Steps

• Embedding the Widget
• Workflow Builder — Add custom conversation flows
• Knowledge Base — Advanced knowledge management