Tellofy Support

Setting up and managing TAI chatbot instances

TAI has the ability for you to have multiple chatbot instances, each backed by their own unique knowledge bases. Each of these chatbot instances could be placed on different websites/webpages and be able to handle different types of inquiries. A default instance is created at the time of account creation. You can setup additional instances based on your subscription plan.

To setup and manage instances, login to the TAI chatbot admin and click on the Instances menu item from the left navigation panel. You will be directed to a screen wherein all instances that are available in your account will be listed and you could edit/delete individual instances. 

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Each instance has its own chatbot and you can share the link to the chatbot via various means. Clicking on the share icon from the Instance list will open a popup as shown below.


You can share the link to the chatbot via multiple means - 1) your various social media platforms; click on the relevant social media icon to initiate the process of sharing to that platform, your would need to login to the corresponding social media platform 2) you can scan the QR code to directly go to the chatbot 3) you can click on the copy icon to copy the link and paste it to share with anyone. 
The QR can also be accessed via the Instance listing; you can click the QR code icon  available against the instance. The corresponding QR code will open in a popup. You can download it and have it printed and displayed at your choice of location. Customers can scan the QR and directly go to the chatbot. 

The number of instances that you can add will be based on your subscription plan. Via the  instances screen you can track the number of instances available in your plan vs the number of instances that you have added.

To add a new instance, click on the Add Instance button. Do note that this button would be disabled once you have reached the instance limit as per your plan; you would need to upgrade to a higher plan in increase your instance limit.

Clicking on the Add Instance button will open a popup wherein you can enter the requisite details and click on Submit to add a new instance. 



The following details are required at the time of setting up a new instance:

1. Entity or Instance name: This must be unique and also the instance name once added cannot be edited. The instance name field is also mandatory and must be filled out.

2. Logo: You can select a image that will be shown in the chatbot (if your plan allows for it); the logo must be 140x140 pixels. This is an optional field. In the edit mode, in case a logo was previously added it will be displayed here. To change the logo, you would need to first remove the current logo and then select a new one. 

To edit an instance, click on the Edit icon available next to the instance in the Instances grid. The details of the associated instance will shown in a popup, you can make the necessary changes and click on Submit button to save the changes. 

To delete an instance, click on the Delete icon available next to the instance in the Instances grid. You will be prompted to confirm the action. Upon confirmation the instance and all its associated data will be deleted. 


 

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