> For the complete documentation index, see [llms.txt](https://upchatty.gitbook.io/upchatty-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://upchatty.gitbook.io/upchatty-documentation/getting-started/setting-up-the-chatbot.md).

# Setting up the chatbot

#### Step-by-Step Tutorial: Setting Up Your Chatbot

**Step 1: Access the UpChatty Dashboard**

1. **Open the UpChatty Platform**: Navigate to the UpChatty platform and log in with your credentials.
2. **Dashboard Overview**: You will see the main dashboard with your created chatbots.

**Step 2: Configure Your Chatbot**

<figure><img src="/files/poA7szUN8VSNozdNk2OY" alt=""><figcaption></figcaption></figure>

1. **Chatbot Settings**: On the "Edit My Chatbot" page, you can customize various settings for your chatbot.
2. **Model Selection**: Choose the model for your chatbot. Available options include:
   * **GPT-3.5 Turbo**: High performance for general tasks.
   * **GPT-4**: Advanced model with enhanced capabilities.
   * **GPT-4o**: Latest model released by OpenAI.
3. **Temperature**: Adjust the temperature to control the randomness of the chatbot's responses. A lower temperature (e.g., 0.1) makes the chatbot more focused and deterministic.

**Step 3: Add Instructions and Welcome Message**

1. **Instructions**: Provide detailed instructions that guide the behavior and output of your AI chatbot.
2. **Welcome Message**: Set a default message that greets users when they first interact with your chatbot.

**Step 4: Predefined Questions and Privacy Policy**

1. **Predefined Questions**: Add common questions that will appear at the bottom of the chatbot window, making it easier for users to interact.
2. **Privacy Policy**: Enter the privacy policy link for your chatbot, using the provided formatting options to style your text.

**Step 5: Customize Appearance**

1. **Chat Bubble Icon**: Upload a custom icon for your chatbot. This icon will be displayed in the chat bubble.
2. **Chat Bubble Color**: Choose a background color for your chat bubble.
3. **Chatbot Avatar**: Upload an avatar image for your chatbot, which will be displayed in the chat window header.
4. **Theme**: Switch from light to dark theme.&#x20;

**Step 6: Enable Leads (Optional)**

1. **Leads**: If you want to collect contact information through the chatbot, enable the leads option.

**Step 7: Save and Finalize**

1. **Save Settings**: After configuring all the settings, click the "Save" button to save your chatbot configurations.

**Step 8: Deploy and Test Your Chatbot**

1. **Deploy Chatbot**: Once saved, your chatbot is ready for deployment.
2. **Test Chatbot**: Interact with your chatbot to ensure it behaves as expected and fine-tune the settings as needed.

Congratulations! You've successfully set up your personalized chatbot using the UpChatty platform.


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