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Docs/Bots/Bot Configuration

Bot Configuration

Set up your bot's personality, knowledge, tool access, and model preferences.

Overview

The bot builder lets you control every aspect of how your bot behaves. This guide covers each configuration area.

System Prompt

The system prompt defines your bot's personality, tone, and behavior. It is the set of instructions the bot follows for every interaction.

Examples:

  • "You are a friendly customer support agent. Answer questions using only the attached knowledge base. If you don't know the answer, say so."
  • "You are a data analyst. When asked about metrics, always query the sales database first. Present numbers in a clear, tabular format."
Tip

Be specific in your system prompt. The more clearly you describe the bot's role and boundaries, the more consistent its responses will be.

If you leave the system prompt blank, the bot uses a sensible default based on its name.

Knowledge Sources

Bots can be granted access to specific workspace resources. Each resource has a permission level:

Documents

Attach individual documents to your bot. You can grant:

  • Read access -- the bot can read the document's content
  • Write access -- the bot can also append content to the document

Databases

Attach databases so the bot can query rows and cells. This is useful for bots that need to look up structured data like customer records, inventory, or project trackers.

Warning

Only grant write access to documents the bot should be able to modify. Read-only access is safer for reference material.

Skills

Skills are reusable AI prompts you have created in your workspace. Attach skills to a bot so it can follow specific procedures or workflows.

For example, you might attach a "Bug Report Template" skill so the bot formats incoming bug reports consistently, or a "Tone of Voice" skill to keep its writing style on-brand.

The bot can also discover and search for additional skills in your workspace at runtime.

Tool Access

Each bot has a base set of tools determined by its tool configuration. Available tool categories include:

  • Workspace search -- find documents and content across your workspace
  • Document tools -- read and write to attached documents
  • Database tools -- query data from attached databases
  • Skill tools -- look up and use attached skills
  • Web search -- search the internet and scrape web pages (when enabled)

Model Selection

Choose which AI model powers your bot. Different models offer different tradeoffs between speed, cost, and capability. The model selection applies to all of the bot's interactions.

Temperature

Temperature controls how creative or deterministic the bot's responses are:

  • Lower temperature (closer to 0) -- more focused, consistent, and predictable responses. Good for factual lookups and data retrieval.
  • Higher temperature (closer to 1) -- more varied and creative responses. Good for brainstorming and content generation.

The default temperature is 0.7, which works well for most use cases.

Testing Your Bot

After configuring your bot, use the built-in test panel to send it messages and verify its behavior before connecting it to external platforms. The test panel shows you exactly which tools the bot uses and what resources it accesses.

Related

  • Bots -- overview of what bots are and how to create them
  • Bot Integrations -- connecting your bot to external services
  • Skills -- creating reusable AI prompts