Platform Flow Guide

Clean chatbot flowby route and page

Simple route map for the full software. Clean structure. Easy to scan.

Main use

Set up, control, and run the chatbot platform from entry to admin operations.

Key areas

Chat, brain, knowledge, flows, tools, users, support, and evaluation.

Quick flow

Assistant Setup

Brain, policy, safety, and tone.

Knowledge Setup

Sources, documents, chunks, retrieval.

Logic Setup

Flows, intents, entities, modes.

Human Backup

Inbox, agents, queues.

Step 01

Access

Entry, authentication, and protected user access.

Step 02

Chat Runtime

Main chatbot experience for end users.

Step 03

Brain

Identity, tone, rules, prompts, and safety.

Step 04

Knowledge

Sources, documents, chunks, and retrieval quality.

Step 05

Flows

Structured routing, task logic, and data extraction.

Step 06

Support

Human handoff and recovery flow.

Step 07

System

Operations, monitoring, tools, and observability.

Step 08

Billing

Commercial control, usage, and plan structure.

Simple setup order

1. Start with users, login, and settings.

2. Set up the chatbot brain, policy, safety, and model.

3. Add knowledge sources and documents.

4. Build flows, intents, entities, and conversation modes.

5. Connect tools and integrations.

6. Prepare support inbox, agents, and queues.

7. Monitor conversations, evaluation, and usage.

Main runtime logic

User enters → opens chat → brain shapes response.

Policy and safety control limits.

Knowledge retrieval grounds the answer.

Flows and entities structure the task.

Tools perform actions.

Support handles failed or risky cases.

System pages monitor and improve everything.