- 3.2.2 Functional Specifications
- Accessing the Create Bot Screen
- Description: Users can access the Create Bot screen through two primary pathways:
- No Existing Bots: If a company has no bots created, users can navigate to the Create Bot screen by clicking the “Create Bot” button.
- Existing Bots Present: If bots already exist within the company, users can access the Create Bot screen by selecting the “Create Bot” option from the bot dropdown menu.
- Bot Creation Process
- Bot Avatar Selection
- Description: Users must select a bot avatar from predefined options or upload a custom image.
- Business Rules & Validations:
- Predefined Avatars: A set of predefined avatars is available for selection.
- Custom Avatars: Users can upload custom bot images.
- Avatar Requirements:
- Uniqueness: Each bot avatar must be unique within the company.
- Size Limit: Uploaded avatar images must not exceed 5 MB.
- Required Field: Bot avatar selection is mandatory.
- Bot Name
- Description: Users assign a unique name to the bot.
- Business Rules & Validations:
- Uniqueness: Bot names must be unique within the company.
- Format: Bot names must not contain any spaces and must be exactly 10 characters long.
- Required Field: Bot name is mandatory.
- Error Handling: If a bot name violates the uniqueness or format rules, an error message is displayed prompting the user to choose a different name.
- Bot Description
- Description: Users provide a brief description of the bot’s purpose and functionalities.
- Business Rules & Validations:
- Required Field: Bot description is mandatory.
- Error Handling: If the description is missing or exceeds the character limit, an error message is displayed prompting the user to provide a valid description.
- Bot Prompt
- Description: Users define the bot’s behavior and interaction style through a prompt.
- Business Rules & Validations:
- Required Field: Bot prompt is mandatory.
- Content Guidelines: Prompts should clearly define how the bot should behave during chats.
- Error Handling: If the prompt is missing or does not meet content guidelines, an error message is displayed.
- Bot Avatar Selection
- Post-Creation Actions
- Knowledge Base Integration
- Description: After successfully creating a bot, users are prompted to add a knowledge base to enhance the bot’s responses.
- Options: Users can choose to add a knowledge base immediately or proceed to other workflows.
- Navigation
- Description: Users can navigate to other modules or functionalities within the platform after bot creation.
- Knowledge Base Integration
- Accessing the Create Bot Screen
Functional Specifications
Updated on August 26, 2025
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