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Bot settings reference

All of these settings are on your bot's General settings tab, which team owners and admins can open. Change a setting, then click Update bot at the bottom of the page to save.

Most settings can also be changed from an AI assistant with the update_bot MCP tool. The field names match the setting names in the tables below.

General settings

SettingWhat it doesDefaultPlans
Bot nameThe bot's name.-All
Bot description (markdown supported)Shown only on the bot's landing page. It is not sent to the AI model: put instructions in Prompt.EmptyAll
Welcome messageThe first message people see before they type anything. Required.-All
Example questionsSuggested questions people can click to start a chat. Up to 10.NoneAll
PromptThe bot's instructions: its role, tone, rules and what to do when it can't help. Blank uses the default prompt. Generate with AI writes one for you. See write your bot's instructions.Default promptAll
Allow users to provide feedback on responsesShows thumbs up and thumbs down buttons on each reply in the chat widget. Ratings appear in conversations, where you can filter by them.OffAll
Include sources for responsesShows links to the web pages an answer came from under each reply in the chat widget. Only website data sources are shown.OffAll
Allow human takeover of conversationsLets your team claim a live website chat and reply as themselves. Only for chats started in the website widget. Works best with the Talk to a human power-up. See human takeover.OffStandard, Pro, Enterprise

Older bots show System message, Use our default prompt and Initial prompt instead of a single Prompt. See migrating to a single prompt.

Model settings (advanced)

We recommend leaving these at their defaults until you've tested your bot.

SettingWhat it doesDefaultRangePlans
ModelThe AI model that writes replies. See models.Default model-Standard, Pro, Enterprise (others use the default)
Enable file upload (multi-modal)Lets people attach images in the chat widget: PNG, JPG and WebP, up to 20 MB each. Only shown for models that support vision.OffOn / offAll
Enhanced knowledge retrievalRewrites follow-up questions into standalone questions before searching your knowledge. Uses more tokens. See retrieval settings.OffOn / offAll
Creativity (temperature)How varied replies are. Lower values give consistent, focused answers that stick to your content and prompt; higher values give more varied answers but make the bot more likely to fill gaps or make things up.0.30–1All
Document relevanceHow closely content must match a message before the bot is given it. See retrieval settings.0.750.25–0.9All
Document character limitThe size of each piece your content is split into when it syncs. See retrieval settings.2,0001,000–4,000All
Max context size (base tokens)The token budget for each reply's prompt, knowledge and conversation history. Higher can improve answers but uses more tokens.Set by the model1,024 to the model's maximumAll
Max context documentsHow many pieces of your content the bot is given per message. 0 turns knowledge retrieval off. See retrieval settings.4 or 60–12All
Max message historyHow many earlier messages in the conversation the bot sees. Lower uses fewer tokens but the bot remembers less.120–50All

Usage limits

Limits that stop a bot using too many tokens or being abused. See usage limits for what people see when a limit is reached.

SettingWhat it doesDefault
Daily token limitStops the bot replying once it has used this many message tokens in a day (UTC).Off, 1,000,000
Set an email notification thresholdEmails team owners and admins when the bot's daily usage passes this number. Must be lower than the daily limit.750,000
Maximum message length / Maximum characters per messageRejects any single message longer than this.On, 6,000 characters for new bots

Transfer ownership

Moves the bot to another team. Only shown if you belong to more than one team. You need to be a member of the new team with permission to create bots, and the team needs space for another bot on its plan. See teams.

Delete bot

Delete bot at the bottom of the page permanently removes the bot and all of its data. This can't be undone. To keep a copy first, duplicate the bot.

  • Write your bot's instructions

    Write the prompt that sets your bot's role, topics, tone, answer length, language, power-up use and handoff, with before-and-after examples.

  • Retrieval settings

    Control how much of your knowledge your bot reads for each message - document relevance, context documents, enhanced retrieval, sources and chunk size.

  • Limit how many tokens your bot can use

    Cap a bot's daily message token use, get an email before it hits the cap, limit message length, and see what people see when a limit is reached.

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