Getting Started, comxbot help

Creating your first workspace

When you sign up for comxbot, you are guided through creating your first workspace (organisation). A workspace is a shared environment where your team builds, tests, and manages AI assistants.

Go to app.comxbot.com and click Start Free. You will be prompted to create a Clerk account (email, Google, or SSO). After verification, name your workspace and invite team members.

Each workspace has its own billing, assistants, knowledge sources, and audit trail. You can create multiple workspaces if you manage separate products or clients.

Tip: Choose a descriptive workspace name (e.g. 'Acme Support' rather than 'Workspace 1') so team members know where to find things.

Setting up an assistant

Navigate to Assistants in the left sidebar and click New Assistant. You will be guided through the setup flow.

Step 1: Give your assistant a name and description. The name is shown to end-users in the chat widget.

Step 2: Write a system prompt. This is the personality, rules, and goals for your assistant. See our system prompt best practices guide for tips.

Step 3: Choose a model provider. Comxbot supports OpenAI (GPT-4o, GPT-4-turbo), Anthropic (Claude), and Google (Gemini). You can use platform keys or bring your own.

Step 4: Configure temperature and response length. Lower temperature (0.1 - 0.3) gives more deterministic answers; higher (0.7 - 1.0) is more creative.

Step 5: Link knowledge sources. Select which sources this assistant can reference during conversations.

Adding knowledge sources

Knowledge sources are the content your assistant draws from when answering questions. Navigate to Sources in the sidebar to add your first source.

Supported source types: URLs (individual pages or full sitemaps), PDF documents, Google Drive folders, OneDrive folders, and manual Q&A entries.

When you add a source, comxbot automatically crawls, chunks, and embeds your content. This typically takes 1-5 minutes depending on volume.

After ingestion, each source receives a health score. Monitor these scores to ensure your assistant always references accurate, up-to-date information.

You can schedule automatic re-syncs for URL and drive sources so content stays fresh without manual intervention.

Deploying your widget

Once your assistant is configured and has knowledge attached, navigate to the assistant's Channels tab.

Click Add Channel and select Web Widget. You will receive a snippet of HTML to paste into your website's <head> or before the closing </body> tag.

The widget appears as a chat bubble in the bottom-right corner. You can customise the colour scheme, position, greeting message, and avatar.

For testing before going live, use the built-in Test tab in the assistant detail page. This lets you simulate conversations and check retrieval quality.

Additional channels (Email, Telegram, WhatsApp, SMS) can be configured the same way through the Channels tab.

Understanding the dashboard

The main dashboard gives you an at-a-glance view of your workspace activity: total conversations, outcomes achieved, active handoffs, and source health status.

Key metrics: Conversations (total chats started), Outcomes (leads, meetings, resolutions), Handoff Rate (percentage escalated to humans), and Cost (total AI spend).

The left sidebar provides navigation to all major sections: Assistants, Sources, Inbox, Analytics, Forms, Evals, Routing, Audit, Billing, and Settings.

The live status panel on the right shows real-time events: new conversations, handoffs, action approvals needed, and source health alerts.

Use the workspace switcher at the top of the sidebar to move between workspaces if you manage multiple.