Getting started
Create a chatbot
Create a Polaris chatbot, connect it to documents and test it before publishing.
A chatbot is the conversation experience your users see. It can answer questions using your documents, instructions and channels like web or WhatsApp.
Before publishing it, test real questions to make sure answers are useful and the chatbot knows what to do when it does not have enough information.
Steps
- Open the right workspace.
- Go to Chatbots.
- Select New chatbot.
- Add a name, tone and simple instructions.
- Connect the documents it should use for answers.
- Test in Playground before enabling a public channel.
Chatbot vs Operator
The chatbot answers. Operator helps execute work when a conversation needs a concrete action.
| Need | Chatbot | Operator |
|---|---|---|
| Answer questions from documents | Yes | Can use that context |
| Create leads or tasks | No | Yes |
| Prepare appointments | No | Yes |
| Ask for approval before an action | No | Yes |
| Send data to another tool | No | Yes |
Checklist before publishing
- Use short instructions that are easy to verify.
- Connect up-to-date documents.
- Test frequently asked questions.
- Test situations where information may be missing.
- Define what the chatbot should say when it does not know.
- Enable Operator only when you need to create tasks, appointments, leads or approvals.
Recommended example
Recommended instruction: Use the connected documents to give clear answers. If information is missing or cannot be confirmed, say so transparently and guide the user to support or the right next step.