Define your chatbot identities

Make your chatbot your own with identities. Give your chatbot a name and associate it with your company to help introduce it to your customers. Use following instructions to create your chatbot's identity and associate it with your company.

Create a chatbot identity

Give your chatbot a name it can use to introduce itself to your customers. You can assign a single identity to multiple chatbots.  

1. Go to Inbox 2.0 , and then select Admin settings.
2. Select Generative AI chatbot.
3. Select Create identity. If you've already created an identity, select Manage identities, and then select Create identity.
4. Enter the following information, and then select Save.
   • Internal name - The name that you and your administrators use to identify your chatbot. It is not shown to customers.
   • Chatbot name - Your chatbot's name. Your chatbot will use this name to introduce itself to your customers.
   • Description (optional) - Provide any internal information you want your administrators to know about your chatbot. This is not shown to customers.

Create a company identity

Provide your chatbot with company identity to introduce it to your customers. Like with the chatbot identity, you can assign a single identity to multiple bots.

1. In Generative AI chatbot (Inbox 2.0, Admin settings), select Create company. If you've already created a chatbot company identity, select Manage company identities, and then select Create company.
2. Enter the following information, and then select Save.
   • Internal name - The company name that you and your administrators use to identify your chatbot. It is not shown to customers.
   • Company name - The company the chatbot is associated with. During an introduction, your chatbot will let your customers know this is the who they work for.
   • Description (optional) - Provide any internal company information you want your administrators to know about your chatbot. This is not shown to customers.