Basic Configuration

Once xBot is installed and your environment is set up, the next step is to configure xBot to align with your specific business needs. This page will guide you through the essential configurations, including setting up communication channels, managing users, and adjusting system settings.

Step 1: Configuring Communication Channels

xBot can interact with users through various communication channels. Here’s how to set them up:

1.1 Select and Configure Channels

• Supported Channels: xBot supports platforms like Zalo, Facebook Messenger, MS Teams, WebChat, and Email.

• Channel Integration:

  • Navigate to the 'Channels' section in the xBot Admin Dashboard.

  • Choose the channel you want to configure.

  • Follow the integration steps to connect the channel with xBot.

  • Test each channel to ensure it is functioning correctly.

For detailed instructions on setting up specific channels, refer to the Communication Channels Guide.

Step 2: Managing Users and Permissions

xBot uses a role-based access control system to manage users and permissions. This allows you to define who can access and modify different parts of the system.

2.1 Creating User Accounts

• Access User Management: In the Admin Dashboard, navigate to the 'User Management' section.

• Add New Users: Click 'Add User' and fill out the necessary details, such as username, email, and role assignment.

• Role Assignment: Assign roles (e.g., Admin, Support Agent) based on the user’s responsibilities.

2.2 Configuring Roles and Permissions

• Customize Roles: Define roles to control what users can access within xBot.

• Set Permissions: Assign permissions to each role, determining what actions users can perform (e.g., creating AI Flows, managing channels).

• Security Settings: Enable multi-factor authentication (MFA) for added security.

For more details on managing users and roles, see the User Functions and Permissions Guide.

Step 3: Adjusting System Settings

xBot’s system settings allow you to fine-tune how the platform operates within your organization.

3.1 General Settings

• Language and Time Zone:

  • Set the default language for the xBot interface.

  • Configure the time zone to ensure all logs and schedules are correctly timed.

• Notification Preferences:

  • Set up notification preferences for system alerts, such as error reports and updates.

  • Choose how and when these notifications are delivered (e.g., email, SMS).

3.2 Security Settings

• User Authentication:

  • Enable multi-factor authentication (MFA) for all users.

  • Set password policies to ensure strong security practices.

• Data Encryption:

  • Ensure that data is encrypted both at rest and in transit.

  • Configure SSL certificates for secure communications.

Step 4: Initial Testing

Before you proceed to create your first AI Flow, it’s essential to test your basic configuration to ensure everything is working as expected.

4.1 Run System Diagnostics

• Check Logs: Review system logs to ensure there are no errors in the configuration.

• Test User Access: Verify that users have the correct access levels and that MFA is functioning properly.

• Channel Functionality: Send test messages through each configured channel to ensure they are correctly integrated.

Next Steps

With the basic configuration complete, you are ready to create your first AI Flow. This will allow xBot to start handling queries and automating tasks. Head over to the First AI Flow Setup to get started.

For any issues encountered during configuration, refer to the Troubleshooting and Support section.