Need to add and train a bot in my application

General
1

I want to add a chat bot to my app and train it according to my application’s flow i also need to set custom commands and instructions so that the bot can respond properly to user questions and actions.

2

Create a bot in the Bot panel, configure its model/instructions and data access, publish/activate it, then add a Chatbot widget (or Chatbot Panel) to a page and link the widget to that bot.

Detailed steps:

Create and configure the bot

Open the Bot tab and choose Actions → New Bot → Chatbot. See Bot.

Pick a language model and name the bot.

Add “Bot Instructions” to define tone and behavior.

Connect or train the bot on knowledge/content

In the Bot editor, connect the Data Objects the bot may access (and add field descriptions). This grounds the bot in your app data. See the “Connect Data Objects” section on the Bot page.

Provide detailed descriptions for objects/columns and ensure relationships are defined so the bot can traverse linked data.

Train by feeding examples/responses in the bot editor (use the Training/Examples area described in the 10. How to design bots guide).

Add commands (with parameters) if you want the bot to trigger app actions; map parameters to data fields where applicable.

Publish, activate, and test the bot

Click the Bot logo to publish, then click again to activate. Deactivate to edit and republish when needed. (Publishing/activation steps: Bot.)

Run your app and test queries, command execution, and responses.

Add the bot to a page for end users

For a popup assistant: drag the Chatbot widget onto the page, set window title, then connect the widget to your created bot. See ChatBot.

For an always-visible panel: add the Chatbot Panel widget and link it to the bot. See ChatBot Panel.

After adding the widget, create Rules that listen for bot commands (the Rules panel can trigger navigation, data updates, etc.). See “Set a Rule for Commands” on the Bot page and the Rules overview in How to work with rules.

Notes and cautions:

Don’t expose sensitive fields when connecting data objects — the bot may reveal them in responses (warning in Bot).

When you change model, instructions, or data links, deactivate → edit → republish → reactivate to apply changes.

For a guided walkthrough of designing and attaching bots, see the training module 10. How to design bots.