Your first chatbot: create it, test it, switch it on
Create a bot from the online store template or an empty one, test it in the dashboard and on your real site where only you see it, then switch it on for every visitor.
A bot is ready in a few minutes. You test it first in the dashboard and on your own site, where only your browser sees it, and switch it on for visitors when you are happy with it.
Before you start
- You need the role Администратор (Administrator) in Assistant: What Assistant does.
- Your plan sets how many bots can be active at once — 1, 3 or 10.
- For an online store, connect the store in CDP first: the bot reads orders and products from there. Connect your online store.
1. Choose a template
Open Ботове (Bots). The card Нов чатбот (New chatbot) is at the top — Стъпка 1 от 3 (Step 1 of 3). Choose:
- Онлайн магазин (Online store) — a ready assistant for a shop: order status by number and e-mail, products and stock, returns and complaints, delivery and payment, with 18 questions and answers and 7 ready menus.
- Празен бот (Empty bot) — a name and your site's address; the bot learns from the site's pages. No menus and no store tools.
2. Fill in the details
For Онлайн магазин:
| Field | What to enter |
|---|---|
| Име на магазина (Store name) * | as customers know it |
| Адрес на магазина (Store address) * | https://… |
| Език на бота (Bot language) | Български or English — its menus and answers are in this language; it cannot be changed later |
| Валута (Currency) | EUR by default |
| Срок за връщане (дни) (Return period, days) | at least 14 |
| Срок за доставка (работни дни) (Delivery time, working days) | for example 1–3 |
| Безплатна доставка над (Free delivery over) | an amount, or empty |
| Имейл за поддръжка (Support e-mail) | where customers can write |
| Работно време на екипа (Team's working hours) | for example Пон–Пет 9:00–18:00 |
| Тон (Tone) | Приятелски (Friendly) or Официален (Formal) |
Демо режим (Demo mode) makes the bot answer from a sample store — 12 products and 6 orders in every status — without your site or CDP. It is for a first look: a demo bot answers only in the dashboard and never appears on your site. For your real store, create a new bot without demo mode.
For Празен бот: Име на бота (Bot name) and Адрес на сайта (Site address).
Press Създай асистента (Create the assistant) or Създай бот (Create bot). For a store this takes up to a minute: Търсим страниците с политики на сайта и стартираме обучението (We are finding the policy pages and starting the training).
3. What you get
For a store, a row of checks shows what was done — Бот и ключ (Bot and key), Открити политики (Policies found), Обучение от страниците (Learning from the pages), ЧЗВ (FAQ), Потоци (Flows), Инструменти (Tools), CDP връзка (CDP link). A ✓ is done; a ! needs a look. Below them is the list of policy pages it found — delivery, returns, payment, contacts and so on — which the bot learns.
The store bot starts in preview: Асистентът е в режим „преглед“ — клиентите ви още не го виждат (The assistant is in preview — your customers do not see it yet), with a secret link to open on your site.
An empty bot is active straight away and learns up to 25 pages of your site. It shows wherever you put its code.
Both show the embed code to paste before </body> — you need it only on a site without the Monfri script.
4. Test it
- In Вашите ботове (Your bots), open the bot.
- Преглед на бота (Bot preview) → Тествай бота (Test the bot) opens the chat inside the dashboard. Click the bubble in the corner and write.
- For a store bot, Пробен разговор (Trial conversation) has ready questions: click one to copy it, then paste it into the chat.
- Open the secret link on your real site. Only that browser sees the chat, on every page, for 14 days: Where the chat shows.
5. Switch it on for everyone
- On a site with the Monfri script, there is nothing to paste. Otherwise paste the embed code before
</body>on every page. - On the bot's page, in Къде се показва (Where it shows), set Режим (Mode) to На сайта — за всички посетители (On the site — for every visitor) and press Запази (Save).
Then teach it more and decide what it may do on its own:
- The bot's knowledge and Store data, orders and products
- Skills and Requests about orders
- your team in Chats
If something doesn't work
Планът ви позволява 1 активен бот. Изключете друг бот или преминете на по-голям план в Monfri.
(Your plan allows 1 active bot.) Every active bot takes a place, the demo bot too. Set another bot's Статус (Status) to изключен (off) in its Настройки (Settings), or delete it, then create the new one: Change your plan.
The chat does not appear on my site
A demo bot never does. Otherwise check Режим, the pages it may show on, and whether you opened the secret link in the same browser: When Assistant doesn't work.