Bot Editor Overview

To open the bot editor, create your own bot or choose any from the ready-made templates on the main page of the All Bots console. See Getting Started: Creating Your First Bot for more information on how to create a bot.

The bot editor can be found in the left menu of the QuData console. Log in

Editor menu:

My Bots – the My Bots menu item allows you to quickly switch between your own bots without leaving the editor.

Edit Bot – the Edit Bot menu item allows you to perform the following operations with bots without leaving the editor:

• New – create a new bot;
• Clone – clone the current bot;
• Rename – rename the current own bot;
• Delete – delete the current own bot;
• Export – export of the current bot (download the configuration file in *.json format);
• Import – import of the current bot (upload the configuration file in *.json format for further editing);

Edit Step – the Edit Step menu item allows you to edit steps, the functional units that make up a bot. For example, a step may present a picture with buttons to choose from displayed by a bot.

• Add - add a new step or folder (you may choose to add an empty step, an empty folder, or steps with the most frequently used content: "Yes/No" and "Language selection");
• Copy – copy the selected step;
• Copy Folder – copy the selected folder;
• Paste – paste the copied step;
• Paste Folder – paste the copied folder;
• Rename Folder – rename the selected folder;
• Delete – delete the selected step;
• Delete Folder – delete the selected folder.

Steps can be copied not only within the current bot, but also between different bots. For example, you can copy your favorite step or folder from a template or example to any of your own bots.

Templates – the Templates menu item is a library with ready-to-use bots on various topics and with various purposes. You can view and chat with all template bots. After cloning the template you like, you can use and edit it.

Examples – the Examples menu item is a library with sample implementation of various functional blocks, such as using checkboxes, scrolling through the gallery, saving data, etc. Examples can be cloned or copied to your bots.

Please note that the templates and examples are for viewing only. In order to modify them, you have to clone them for further editing. To do this, select the Edit Bot menu item and click Clone.

Options – different Bot Editor settings.

• View – selection of the steps arrangement on the screen (Grid stands for a rigid grid-based design, and Free allows you to place and move your steps randomly across the workspace.)
• Start info – whether to show help when starting the editor.
• Hints – whether to show hints in the editor.
• Fast mode – speeds up editor animations, e.g. element selection.
• Active step – start the bot from the current dialog step, not from the starting step. If disabled, the bot launches with the start step by default.

The start step of the bot on the workspace is marked as “start” and has a checkbox in the step settings next to the name.

• Active language – default bot language (language selection can be found on the left in the settings next to the step name). If disabled, the bot starts in English by default.
• Server mode – the bot is launched on the server with greater functionality. If disabled, the bot starts locally, i.e. as if working on the site without connection to our server.

Help – a link to the virtual assistant and Bot Editor documentation.

RUN BOT – the button to start the bot.

The name of the current bot.

Workspace – the screen displaying all the bot steps and navigation between them.

Settings of the current step – here you can edit the content of the current step, e.g. add various functional elements like texts or buttons, and configure their location and behavior.

Bot launch button.