Creating Custom Bots

Enjoy this step-by-step walkthrough on how to create custom AI chatbots in BoodleBox.

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How to Create Custom Bots

Updated: Jun 05, 2025

Description

Enjoy this step-by-step walkthrough on how to build a custom AI chat bot in BoodleBox.

Steps

Creating Custom Bots

Building custom bots in BoodleBox empowers you to create specialized AI assistants tailored to your specific needs. Whether you're developing a teaching assistant, a research companion, or a specialized task helper, BoodleBox's bot builder provides a flexible and intuitive platform to bring your vision to life.

To build a custom bot, select Bot Builder top navigation bar.

Click Build Bot to get started. As you begin to develop custom bots, they will automatically save to this window.

After naming your bot and adding a description, click Continue.

Next, it's time to configure your custom bot. By defining expertise, learning objectives, and workflow, you'll create a bot that can effectively engage with users and achieve specific learning or task-oriented goals.

Bot Expertise & Role establishes your bot's identity by defining its specialization, primary function, and target audience.

Learning Objectives outline what users should be able to do or understand after interacting with the bot.

Bot Workflow defines the step-by-step process the bot will follow when interacting with users.

Guidelines & Limitations set the boundaries for your bot's operations. Consider things like: What topics should it avoid? How should it behave?

If you don't know where to start or get stuck throughout the process, you can utilize the Assistant feature to chat with our Bot Builder Support Bot.

After completing the bot instructions, it's time to move on to Settings and Knowledge.

Under Settings, you can manage bot details like name, description, and greeting message.

Under Knowledge, you can add relevant documents to give your bot context-specific expertise. Your bot can reference uploaded materials to provide more accurate, relevant, and personalized responses.

Select Add Knowledge to open the file upload dialog box.

Upload files from your computer or simply drag and drop relevant documents.

Once files are compiled, click Upload to add to your bot's knowledge base

You can manage, delete, and update files directly in your custom bot's knowledge base at any time.

Next, choose the AI model that will serve as the foundation for your bot's capabilities using the Powered by dropdown menu.

Finally, it's time to make sure your custom bot is configured properly. Head to the chat window and click Test Bot.

The chat bar will unlock, allowing you to run a test conversation with your custom bot. Confirm the bot responds according to its defined role and expertise. If responses aren't as expected, review and adjust the configurations!

Once everything is operating as expected, click Publish to make your custom bot live.

A confirmation window will open, allowing you to share the link to your custom bot.

Regular monitoring and refinement of your bot's performance will help ensure it continues to provide value to its users. You can make adjustments and update documents as needed - just be sure to publish all changes!

I hope this video has been helpful on your journey building custom bots with BoodleBox. As always, if you have any feedback or need further assistance, please reach out at [success@boodle.ai](mailto:success@boodle.ai). Thanks for watching.