Everything you need to know about building and deploying AI assistants with TheBotBuilder.
TheBotBuilder is an AI assistant platform that helps businesses create AI-powered assistants for customer support, lead generation, business automation, knowledge sharing, and other workflows.
You can train an assistant using your business information, connect it to supported channels and tools, and configure it to perform specific tasks.
An AI assistant is more than a traditional chatbot.
A chatbot may primarily answer questions. An AI assistant can understand context, access business knowledge, use connected tools, trigger workflows, capture information, and hand conversations to human team members when required.
No.
TheBotBuilder is designed to let businesses create and configure AI assistants without requiring them to build an AI system from scratch.
Advanced users can also configure workflows, integrations, MCP tools, and other capabilities.
You can start by creating a bot, defining its instructions, connecting its knowledge, and configuring the channels and capabilities you need.
The actual setup time depends on the complexity of your assistant and the number of integrations and workflows you want to use.
Depending on your configuration, an AI assistant can:
Yes.
You can create assistants for different business functions, such as:
Each assistant can have its own instructions, knowledge, tools, workflows, and configuration.
A Single Node Bot is designed for a more direct AI interaction where the assistant handles the conversation using its configured instructions, knowledge, and tools.
A Workflow Bot can be connected to a defined workflow containing multiple steps, agents, conditions, tools, and actions.
Workflow Bots are useful when your business process requires more than a simple conversational response.
Yes.
You can define instructions that control the assistant's:
You can also configure tools, knowledge retrieval, workflows, and other settings depending on the bot type.
Yes.
TheBotBuilder's Knowledge Base allows you to provide business information that your AI assistants can use when responding to users.
You can upload supported documents or crawl supported website content.
Depending on supported formats and configuration, you can add:
Yes.
The Knowledge Base includes a website scraping/crawling capability that can ingest content from supported websites.
The actual pages collected depend on the website configuration and crawling process.
Yes.
You can manage the content available to your assistants through the Knowledge Base and update or replace information as your business changes.
The platform currently provides configuration options for channels including:
Availability and functionality may vary depending on the channel and third-party platform requirements.
Yes.
TheBotBuilder supports website-based AI assistant deployment, allowing visitors to interact with your assistant directly through your website.
TheBotBuilder provides an Instagram channel configuration that can be connected to an AI assistant.
The connection process may require authentication through Instagram or the relevant Meta platform and is subject to Instagram/Meta's requirements and policies.
Depending on your configuration and plan, an assistant can be associated with multiple supported channels.
The exact behavior may vary by channel and integration.
Workflows allow you to design structured processes that an AI assistant can follow.
Instead of simply answering a question, a workflow can coordinate multiple steps, decisions, tools, or actions.
Examples include:
Yes, depending on the tools and workflows you configure.
For example, an assistant may use a connected tool or workflow to retrieve information, update a system, trigger an action, or perform another supported business operation.
MCP, or Model Context Protocol, provides a standardized way for AI systems to connect with external tools and services.
TheBotBuilder supports MCP configurations so AI assistants can work with connected tools and external services.
MCP configurations can allow an AI assistant to access external tools and services.
For example, a business may connect tools that allow an assistant to retrieve information or perform supported actions.
TheBotBuilder provides integration options for supported business applications and external tools.
Available integrations may change over time as new tools are added.
Yes.
The platform includes Lead Configs, which allow you to define the information your AI assistant should collect during a conversation.
Depending on your configuration, you can collect information such as:
You control which fields are collected.
Yes.
You can configure your assistant's instructions and workflows to ask qualifying questions and collect relevant information before passing the lead to your team or another system.
Yes, where the relevant channel and configuration support human handoff.
This allows businesses to combine AI automation with human support when a conversation requires personal attention.
Yes.
TheBotBuilder includes a Conversations area where you can review interactions handled through the platform.
Yes.
Captured contacts can be reviewed through the Leads section.
You can filter and review lead information and the conversation from which the lead was captured, subject to your configuration and permissions.
Audit Reports allow businesses to evaluate conversations using configured auditor workflows.
Reports can include structured analysis such as:
This can help teams monitor and improve AI assistant performance.
Yes.
The platform includes a Users section for managing members of your organization.
Depending on the role assigned, users may have different permissions.
Yes.
TheBotBuilder supports user roles and permissions so organizations can control what different members can view or manage.
TheBotBuilder is designed with security and access controls intended to protect your account and information.
However, no online service can guarantee absolute security.
You should also use strong credentials, restrict access, and carefully manage permissions for connected tools and integrations.
Only information and actions permitted through the relevant integration and configuration may be available to the assistant.
You should review the permissions granted to each connected service before enabling it.
This answer should be based on TheBotBuilder's actual technical architecture and AI provider agreements.
I recommend that you do not publish a blanket "No" or "Yes" until your technical team confirms exactly how customer data is processed, stored, and handled by each AI provider.
Yes. TheBotBuilder offers a 15-day free trial, so you can explore the platform, build and test your AI assistants, and evaluate how it fits your business before choosing a paid plan.
Yes.
TheBotBuilder is designed to support businesses as their AI requirements grow.
You can move from a simpler setup to more advanced capabilities as your business needs increase, subject to the plans available at the time.
Yes.
TheBotBuilder is designed to make AI assistants accessible to businesses without requiring a large technical team.
You can start with a focused use case, such as customer support or lead capture, and expand into workflows, integrations, and multiple assistants as your requirements grow.
Yes.
Businesses with more advanced requirements can use capabilities such as:
Enterprise requirements may require additional configuration or commercial arrangements.
You can contact TheBotBuilder through the support/contact options available on the website.
You can also use the platform's documentation and help resources where available.
See what TheBotBuilder can do for your business.
Build an AI assistant, connect your knowledge and tools, and start automating conversations and tasks.
