> For the complete documentation index, see [llms.txt](https://cogneed.gitbook.io/cogneed-centre-daide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cogneed.gitbook.io/cogneed-centre-daide/cogneed-help-center/chatbot/home/chatbots.md).

# Chatbots

This tab allows you to create, customize, and deploy your chatbots/assistants.

## Creation

To create a new assistant, click the yellow **“Create an assistant”** button located at the top right of the screen.

<figure><img src="https://160715368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRFCbypPSQCx2ezWjFUPY%2Fuploads%2FXrCJn1skUpMoFgwXrnPN%2Fimage.png?alt=media&amp;token=61c16615-b1a2-4234-bd34-339ad1cc138d" alt=""><figcaption></figcaption></figure>

A window will open, in which you must enter:

* The assistant’s name
* An instruction defining its default behavior

<figure><img src="https://160715368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRFCbypPSQCx2ezWjFUPY%2Fuploads%2Fwl1Ib0xlzLiltfAb7K6F%2Fimage.png?alt=media&amp;token=e84e7800-7caa-4e90-9c00-796ff634e91c" alt="" width="458"><figcaption></figcaption></figure>

{% hint style="info" %}
This instruction can be **modified** at any time afterward.
{% endhint %}

## Settings

To access the settings of an existing assistant, click on its name. The settings page includes the following sections:

* **General information** about the chatbot
* 5 customization tabs:
  * **Data sources**: to define the data sources used to train your assistant
  * **Customization**: to customize your assistant’s style
  * **Deployment**: to view, test, and copy your assistant’s deployment code
  * **History**: to read your users’ conversations with your assistant
  * **Advanced configuration**: to customize the instructions given to your assistant

### **General information**

<figure><img src="https://160715368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRFCbypPSQCx2ezWjFUPY%2Fuploads%2FYiZXXopLIvdrSlbBB9RS%2Fimage.png?alt=media&amp;token=eb7ef69d-52ae-4581-85e3-9eea3bd96dba" alt=""><figcaption></figcaption></figure>

This section, visible from each of the customization tabs, provides information about the assistant’s creation date, last update date, the user who created it, and its current status.

### **Statuses**

#### **“Under construction” status**

When you create an assistant, its status is automatically set to **“Under construction.”** An assistant with this status cannot be deployed.\
The only way to interact with the assistant is to click the **“Preview”** button in the **“Deployment”** tab.

#### **“In preview” status**

This status allows you to deploy the assistant to production (on your website, extranet, intranet, or any other web page) without making it visible to visitors.

{% hint style="info" %}
This status is particularly useful when you want some of your colleagues to test the assistant without assigning them a CogNeed license, and without making it visible to end visitors.
{% endhint %}

To do this, change the assistant’s status to **“In preview”** and deploy it as described in the [Deployment tab](/cogneed-centre-daide/cogneed-help-center/chatbot/home/chatbots/deployment.md).

Once the assistant has been deployed, to allow test users to access it, provide them with the URL of the page where the deployment was made, adding the following parameter: `cogneed_preview_mode`.

{% hint style="info" %}
For example, replace: `https://www.wikipedia.org/` with: `https://www.wikipedia.org/?cogneed_preview_mode`
{% endhint %}

{% hint style="warning" %}
If the URL already contains something like `?something&somethingelse`, then replace it with:\
`?something&somethingelse&cogneed_preview_mode`

If the URL does not contain any block starting with a `?`, then add `?cogneed_preview_mode` at the end, including the `?`.
{% endhint %}

#### **“Published” status**

This status allows you to deploy the assistant to production (on your website, extranet, intranet, or any other web page) and make it visible to visitors.

To do this, change the assistant’s status to **“Published”** and deploy it as described in the [Deployment tab](/cogneed-centre-daide/cogneed-help-center/chatbot/home/chatbots/deployment.md).
