What is a chatbot?#
A chatbot is the core unit in HyperHelp. It's a self-contained knowledge base paired with a chat experience — complete with its own data sources, conversations, widget configuration, and settings.
You can run multiple chatbots under one organization, each serving a different site, product, or use case. The number of chatbots you can create depends on your plan (see Plans).
Creating a chatbot#
From your dashboard, click Create chatbot and enter a name. That's all you need to get started.
Once created, you'll be taken to the chatbot's dashboard where you can add data sources, test the chat, and configure settings.
Chatbot dashboard#
When you select a chatbot, the sidebar gives you access to everything it contains:
- Chat — Test the chatbot with the built-in chat interface
- Data Sources — Manage website crawls and Q&A entries
- Widget Conversations — View conversations from your embedded widget
- Settings — Configure behavior, appearance, notifications, and installation
Chatbot settings#
Open Settings in the chatbot sidebar. There are five sections, in the order you will usually work through them:
| Section | What it covers |
|---|---|
| General | The name, the tone, and the first thing visitors see |
| Embed & access | The embed snippet, allowed websites, and the security key — see Widget |
| Design & copy | How the widget looks and every word it says — see Customization |
| Lead capture | Collecting visitor contact details — see Lead capture |
| Notifications | Which crawl events reach you, and how |
Each section saves on its own. When you have unsaved changes, a bar appears at the bottom of that section with Discard and Save changes — switching sections without saving leaves your edits behind.
General#
Chatbot name is how you recognize the bot across the app. It is not what visitors see in the chat header — that wording lives in Design & copy > Header. A name is required.
Tone sets the voice the assistant uses in every reply:
| Tone | Reads like |
|---|---|
| Friendly | Warm and conversational, without being unprofessional |
| Professional | Precise and formal, complete sentences |
| Concise | Answer first, short sentences, no pleasantries |
| Playful | Light and upbeat, with a little personality |
Tone is applied on top of your content. It changes how answers are phrased, never what the chatbot knows.
Additional instructions are rules the assistant follows in every reply — optional, Markdown supported, up to 2,000 characters. Specific and testable works best:
Always answer in the visitor's language. Never promise delivery dates. Link to /docs when relevant.
Show sources in answers adds a citation list under each reply so visitors can verify where an answer came from.
Intro message is the assistant's opening line, shown before the visitor types anything.
Suggested questions are tappable chips shown under the intro. Reorder them with the arrows, remove one with ✕, and add up to five. Three short questions work best — more starts to look like a menu.
Tip: The live preview beside these controls renders your real wording, colors and a sample answer in the selected tone, so you can judge the effect before saving.
Notifications#
Choose which crawl events reach you and how. Each event has an in-app toggle (the notifications drawer in the app) and an email toggle:
- Crawl started — a data source began indexing
- Crawl finished — new content is live in answers
- Crawl failed — answers may be stale until it is fixed
Switching everything off triggers a warning: a failed crawl would then silently leave your answers stale. Keep at least Crawl failed on.
Once any email alert is on, choose who receives it — Everyone with access, Only me, or Pick members. This only narrows email; in-app notifications still reach everyone with access to the chatbot.
Deleting a chatbot#
From your chatbot list on the dashboard, open the actions menu on the chatbot you want to remove and select Delete.
Warning: Deleting a chatbot permanently removes all its data, including crawl history, conversations, and Q&A entries. This action cannot be undone.