How do I create a chatbot in K2Mailer?

Open AI Chat Assistant → My Bots, start a new bot, enter its name, greeting, color, position, and fallback message, add a knowledge source, allow your domain, and paste the embed script into your site.

What is the difference between the bot name and the widget display name?

The bot name is an internal label in your dashboard. The widget display name is what website visitors see at the top of the chat.

Can I duplicate a chatbot?

Yes. Duplicating creates a new bot from an existing configuration so you can adjust it for another site, language, or purpose. Rename it and review its knowledge and allowed domains before you publish it.

Does duplicating a bot count against my plan limits?

A duplicated bot is another bot, so it uses your plan’s bot capacity. Check capacity on My Bots before you make several copies.

What happens when I delete a chatbot?

Its documents, conversations, leads, and widget configuration are removed. Export anything you need first. If you only need to pause it, an inactive bot does not load in the widget.

Why does my chatbot say it cannot answer a question?

The fallback message appears when indexed knowledge does not support an answer. Add or update documents and URLs, wait for the completed status, and test again.

Why is my chatbot widget not showing on my site?

Confirm the bot is active, at least one source finished indexing, the page hostname matches an allowed domain, and no content-security policy blocks the widget script.

AI Chat AssistantBot owners

Create, duplicate, and manage chatbots

How to create, duplicate, and manage a chatbot in K2Mailer AI Chat Assistant: bot settings, plan usage, status, safe duplication, and deletion rules.

In the app→AI Chat Assistant → My Bots

Quick answer: how do you create, duplicate, and manage a chatbot?

Open AI Chat Assistant → My Bots, create a bot with a name, greeting, color, position, and fallback message, add at least one knowledge source, allow your website domain, and paste the embed script into your site. To reuse a setup, duplicate the bot and adjust it. To manage it, track plan usage on My Bots and keep the bot active while it should answer visitors.

Deleting a bot is permanent for its documents, conversations, leads, and widget configuration, so duplicate or export first if you may need any of it.

Create a bot

Bot name: Internal dashboard name.
Widget display name: Name shown to website visitors.
Greeting: First message in the chat widget.
Primary color and position: Initial widget appearance.
Fallback message: Shown when indexed knowledge does not provide an answer.
Lead capture after: Optional visitor-message count before requesting an email.

From new bot to live chat widget

Prefer a shorter walkthrough? Use Publish your first AI chat assistant. To feed the bot, see Train a bot with uploaded files and Train a bot from a web URL.

1
Open AI Chat Assistant → My Bots and start a new bot.
2
Complete the fields above. Use a clear internal name such as "Pricing Bot - Main Site" so you can tell bots apart later.
3
Open Documents and add a supported file or a Web URL. The bot answers from indexed knowledge, so wait for the status to become completed.
4
Open Settings to write the persona and rules. See AI bot persona and lead prompt setup.
5
Open Widget and add the exact website domain to Allowed Domains. See Customize the AI chat widget.
6
Open Embed, copy the script, and paste it before the closing body tag. See Install and secure the AI chat widget.
7
Ask real questions your visitors ask, then review Conversations and Analytics for gaps.

Plan usage and lifecycle

My Bots shows bot capacity, monthly message use, successful upload events, and transferred data use. Exact limits come from the active plan shown in the dashboard.

A bot can be duplicated for a new configuration. Deleting a bot removes its documents, conversations, leads, and widget configuration, so export anything needed first.

Duplicate a bot safely

Duplicating is the fastest way to run a second version of a bot, for example a support bot and a sales bot, or one bot per website. It saves you from re-entering the greeting, appearance, and behavior settings.

Give the copy a new internal name immediately so you never confuse it with the original.
Change the widget display name, greeting, and fallback message so they fit the new audience.
Check that the copy has the knowledge it needs and that every source shows a completed status.
Update Allowed Domains for the site where the copy will run, and use the copy’s own embed script, not the original’s.
Count the copy against your plan’s bot capacity before you create several.

Use each bot’s own embed script

Every bot has its own public token. Pasting the original script on a site that should use the copy keeps the original bot answering there.

Duplicate or create a new bot?

Duplicate: Choose this when the new bot shares most of the tone, design, and rules, such as a second language, a second site, or a seasonal variation.
Create new: Choose this when the purpose, audience, and knowledge are completely different and you would otherwise spend more time removing settings than adding them.

Manage a bot day to day

Keep the bot active while it should answer visitors. If the widget does not load, confirm the bot is active first.
Review Conversations and Analytics to find questions the bot could not answer, then add or update knowledge. See AI conversations and analytics.
Re-sync web URL sources after the source page changes so answers stay current.
Review lead capture timing. Three to five visitor messages often suits sales bots, while a support bot may work better without an automatic prompt.
Check AI leads and notifications so captured emails reach the right inbox.

Delete a bot only after you export

Deleting a bot removes its documents, conversations, leads, and widget configuration. If you only want to pause answers, an inactive bot does not load in the widget, so setting it inactive is safer than deleting it. Export or copy any leads and conversation insights you want to keep before you delete anything.

For privacy settings and common widget problems, read AI privacy and troubleshooting.

Frequently asked questions

How do I create a chatbot in K2Mailer?: Open AI Chat Assistant → My Bots, start a new bot, enter its name, greeting, color, position, and fallback message, add a knowledge source, allow your domain, and paste the embed script into your site.
What is the difference between the bot name and the widget display name?: The bot name is an internal label in your dashboard. The widget display name is what website visitors see at the top of the chat.
Can I duplicate a chatbot?: Yes. Duplicating creates a new bot from an existing configuration so you can adjust it for another site, language, or purpose. Rename it and review its knowledge and allowed domains before you publish it.
Does duplicating a bot count against my plan limits?: A duplicated bot is another bot, so it uses your plan’s bot capacity. Check capacity on My Bots before you make several copies.
What happens when I delete a chatbot?: Its documents, conversations, leads, and widget configuration are removed. Export anything you need first. If you only need to pause it, an inactive bot does not load in the widget.
Why does my chatbot say it cannot answer a question?: The fallback message appears when indexed knowledge does not support an answer. Add or update documents and URLs, wait for the completed status, and test again.
Why is my chatbot widget not showing on my site?: Confirm the bot is active, at least one source finished indexing, the page hostname matches an allowed domain, and no content-security policy blocks the widget script.

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