In the Bots section, you can create, view, and manage all the bots in your QuickBot workspace.

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1. Creating a Bot

To create a new bot, click the Create button in the top-right corner and choose one of the options:
  • Start from scratch → Build a bot from the ground up.
  • Use template → Start from a pre-built template (e.g., Lead Generation, Customer Support, AI Chat).
  • Import → Upload a .json file exported from another workspace or backup.
Templates are fully editable after creation.

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2. Bot List

In the main table, you will see all your workspace bots with the following columns:
  • Avatar → The bot’s identifying icon.
  • Name → The name assigned to the bot.
  • Views → Number of times the bot was viewed.
  • Starts → Number of times the bot was started.
  • Completed → Number of completed conversations.
  • Status → Current state (Live or Draft).
  • Publish → Toggle to enable or disable the bot.
  • Actions → Menu with all available bot operations.
You can filter by Status or search by name using the search bar.

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3. Bot Actions

In the Actions menu (three dots), each bot offers:
  • Flow → Open the flow editor to design the conversation.
  • Settings → Configure general bot settings (name, avatar, preferences).
  • Theme → Customize the bot’s appearance.
  • Deploy → Get the embed code or integrate the bot into other channels.
  • Results → View statistics and collected responses.
  • Duplicate → Create an exact copy of the bot to modify without affecting the original.
  • Delete → Permanently remove the bot.
Deleting a bot immediately stops it from functioning if it is live, and cannot be undone.

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4. Bot Status Management

Bots can have different states:
  • Draft
    • Not yet published.
    • Only visible to workspace members.
    • Can be tested in preview mode.
    • Freely editable without affecting any live bot.
  • Live
    • Published and available to end users.
    • Deployed through your selected channels.
    • Collecting analytics and conversation data.
    • Updates require republishing to take effect.

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5. Importing Bots

When importing a bot from a .json file, QuickBot recreates the entire bot flow, theme, and configuration.

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Considerations when importing:

  • Credentials are not preserved → API keys, OAuth tokens, and service credentials must be re-entered.
  • External integrations require reconfiguration → For example:
    • Email/SMTP
    • Payment processing
    • Google Sheets
    • WhatsApp
    • AI services
  • URLs and webhooks may need updates → Ensure references point to the correct workspace or environment.
  • Assets → Review images or file URLs to ensure they are still accessible.
  • Bot ID changes → The imported bot is a separate entity and does not overwrite the source bot.
Always test the imported bot in draft mode before going live.

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Best Practices

  • Use clear, descriptive bot names.
  • Duplicate bots before making major changes.
  • Keep unpublished bots in draft mode while developing.
  • Regularly review bot analytics to improve performance.

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Learn by doing

The best way to learn is by doing. That’s why we invite you to check out our quick guides.

Build your first bot

Learn how QuickBot works and how to use it to build your first chatbot

Deploy your bots

Explore the different ways you can deploy your bot.