Creating Your First AI Bot

The External Chatbot extension in Lunify allows you to build, train, and embed fully customizable chatbots directly onto your website. These bots can answer questions, capture leads, and provide real‑time support all while reflecting your brand identity.

📝 Step 1: Access the AI Bots Menu

1. After installing the External Chatbot extension, log in to your Lunify account.
2. In the left‑hand menu, you’ll now see an item called AI Bots.
3. Click AI Bots to open the management page.

• Here you can create new bots, view chat history, and manage existing bots.

➕ Step 2: Add a New Chatbot

1. On the AI Bots page, click the Add New Chatbot button.
2. This will open the chatbot creation panel where you’ll define its name, behavior, and settings.

⚙️ Step 3: Configure Your Chatbot
Fill in the following fields carefully:

• Chatbot Title – The internal name of your bot (e.g., “Support Assistant”).
• Bubble Message – The text shown when the chat window is minimized (e.g., “Need help? Chat with us!”).
• Welcome Message – The first message your bot sends when a visitor opens the chat.
• Chatbot Instructions – Define how the bot should behave.
• Example: “You are an AI support assistant for MagicAI. Act professionally. End each answer with: ‘If there is anything else I can help with, feel free to let me know!’”
• Do Not Go Beyond Instructions – Enable this if you want the AI to strictly follow your rules.
• Language – Select the language your bot will use.
• AI Model – Choose the AI model (e.g., GPT‑3.5 or GPT‑4).
• Interaction Type – Choose between:
• AI Only – Fully automated.
• AI + Live Agent – Escalates to a human agent (requires Human Agent extension).
• Connect Message – The message shown when a conversation is transferred to a live agent.

🎨 Step 4: Customize Your Chatbot

• Adjust colors, logos, and avatars to match your brand.
• Personalize the welcome message to make it engaging.
• Use the live preview panel to see changes instantly.

📚 Step 5: Train Your Chatbot

• Train your bot with website content, uploaded files, or text.
• This ensures the bot can answer questions specific to your business.
• Note: Training requires credits for at least one text‑embedding AI model.

🌐 Step 6: Embed Your Chatbot

1. Once your bot is ready, Lunify will generate an embed code.
2. Copy this code.
3. Paste it before the closing tag of your website.
4. Save and publish your site — your chatbot is now live.

🆕 New Features in v2

• Email Collection – Gather user emails during conversations.
• Emojis in Chat – Add emojis for a more engaging tone.
• File Attachments – Allow users to send files in live chats.
• Knowledge Base Integration – Add/edit articles and connect them to chatbot responses.
• Custom Links – Add or edit links directly in the chatbot.
• CRM Inbox – Manage live agent chats with:
• Ticket tracking and status management
• Real‑time updates and notifications
• Add/edit contacts directly
• Advanced filters and pinned conversations

✅ Summary
Creating your first AI Bot in Lunify involves:

1. Accessing the AI Bots menu.
2. Adding a new chatbot.
3. Configuring its behavior and instructions.
4. Customizing its appearance.
5. Training it with your content.
6. Embedding it on your website.
   With the new v2 features, your bots can now collect leads, integrate with CRMs, support file sharing, and provide a smarter inbox for managing conversations.