Deploy Chatbot

A chatbot in NexaDesk is an AI-powered agent that represents your business. Each chatbot has its own training data, personality, and widget configuration.

Create a Chatbot

1. Navigate to Chatbots in the sidebar
2. Click Create Chatbot
3. Fill in the basic settings:
   • Name — Internal name for your reference (e.g., "Sales Bot")
   • Welcome Message — The first message visitors see when they open the chat
   • Placeholder Text — Hint text in the message input field
   • Primary Color — The accent color for the chat widget

Configure AI Behavior

Under the AI Settings tab:

• Model — Select the AI model (GPT-4o recommended for best quality)
• Temperature — Controls response creativity (0.3 for factual, 0.7 for conversational)
• System Prompt — Custom instructions that define the chatbot's personality and boundaries
• Fallback Message — What to say when the AI cannot find a relevant answer

Your system prompt shapes how the chatbot behaves. A good prompt includes:

You are a helpful sales assistant for [Company Name].
You help visitors understand our products and services.
Always be polite, concise, and accurate.
If you don't know the answer, say so and offer to connect them with a human agent.
Never discuss competitor products or make up pricing information.

Lead Capture Settings

Configure what information the chatbot collects from visitors:

• Name — Always captured when available
• Email — Required before escalation to a human agent
• Phone — Optional, useful for callback requests
• Company — Helpful for B2B qualification

Testing Your Chatbot

Use the Preview panel on the right side of the chatbot editor to test conversations in real time. Changes to settings and training data are reflected immediately in the preview.

Going Live

Once you are satisfied with your chatbot's responses:

1. Go to the Embed tab
2. Copy the widget script code
3. Paste it on your website (see Embed Widget)

Your chatbot will start handling conversations immediately.