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Customizing Your AI Bot

1 min read

Once you’ve created your first AI Bot, the next step is to make it your own. Lunify gives you full control over the look, feel, and behavior of your chatbot so it reflects your brand identity and delivers a polished user experience.

🖌️ Appearance & Branding

  • Colors – Match your chatbot’s interface to your brand palette.
  • Logo & Avatar – Upload your company logo or a custom avatar to give your bot a recognizable identity.
  • Chat Window Style – Adjust the bubble shape, header, and background to align with your website’s design.

💬 Personality & Messaging

  • Welcome Message – Craft a warm, engaging greeting that sets the tone for conversations.
  • Bubble Message – Define the short teaser text shown when the chat window is minimized (e.g., “Need help? Chat with us!”).
  • Tone of Voice – Configure your bot to sound professional, casual, friendly, or technical depending on your audience.
  • Emoji Support (v2) – Add emojis to make conversations more expressive and approachable.

⚙️ Behavior & Functionality

  • Chatbot Instructions – Define how your bot should behave.
    • Example: “You are a professional support assistant. Always provide concise answers and end with: ‘Is there anything else I can help with?’”
  • Do Not Go Beyond Instructions – Enable this if you want the AI to strictly follow your rules.
  • Interaction Type – Choose between:
    • AI Only – Fully automated responses.
    • AI + Live Agent – Escalates to a human agent when needed.
  • Connect Message – Customize the message shown when a conversation is transferred to a live agent.

📚 Knowledge & Training

  • Knowledge Base Integration (v2) – Add or edit articles in your Knowledge Base and connect them to your chatbot.
  • Custom Links – Insert helpful links (FAQs, product pages, contact forms) directly into the chatbot interface.
  • Training Sources – Train your bot with website content, uploaded files, or text to ensure accurate, brand‑specific answers.

📩 Lead Capture & Engagement

  • Email Collection (v2) – Enable email capture during conversations to grow your contact list.
  • Contact Management – Add or edit user details directly from the chatbot’s Manage Contacts page.
  • CRM Integration – Sync collected leads with your CRM for seamless follow‑up.

📎 Advanced Features

  • File Attachments (v2) – Allow users to upload files during live conversations.
  • GDPR Compliance – Add consent messages to ensure data privacy.
  • Inbox Notifications (v2) – Enable real‑time alerts so agents never miss a message.
  • New CRM Inbox (v2) – Manage conversations with ticket tracking, filters, pinned chats, and real‑time updates.

✅ Summary

Customizing your AI Bot ensures it feels like a natural extension of your brand. From colors and avatars to tone, knowledge base integration, and lead capture, you have full control over both appearance and functionality. With the new v2 features, your bots can now collect leads, support file sharing, and integrate directly with your CRM — making them smarter and more powerful than ever.

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Updated on Nov 5, 2025
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