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Overview

The Overview page is the central hub for managing all bots in your workspace. Each bot is completely independent — it has its own flows, settings, knowledge base, and conversation history. Changes to one bot have no effect on any other.

Searching & Filtering​

Use the search bar at the top to filter bots in real time. The search matches against the bot's name, description, visual tag, and group name, so you can quickly find a bot regardless of how many you have. Press Ctrl+F (or Cmd+F on Mac) to focus the search bar from anywhere on the page. Click the × button inside the field to clear the filter.

View Modes​

Use the toggle buttons in the top-right corner to switch between two layouts:

  • Card view — bots are displayed as individual cards arranged in a grid, making it easy to scan avatars and descriptions at a glance.
  • Table view — bots are displayed in a compact list with name, description, and status in columns, useful when you have many bots.

Your selected view is saved automatically and restored the next time you open the page.

Bot Cards​

Each bot card (or table row) shows:

  • Name and description — the bot's display name and a short summary.
  • Avatar — the bot's channel avatar image. Falls back to a placeholder icon if none is configured.
  • Visual tag — a color-coded badge indicating the deployment environment. PROD is shown in blue, STAGING in orange, and DEV in cyan. Bots without a tag show no badge.
  • Health status — indicates whether the bot's action service is running correctly. A green Healthy badge means the service is operational; a red Unhealthy badge means there is an issue that may prevent the bot from responding correctly.
  • Maintenance Mode badge — an orange badge shown when the bot has been put into maintenance mode, meaning it will not respond to users. See Bot Settings for how to enable or disable this.

Clicking a bot card or table row navigates to the bot's analytics dashboard.

Grouping​

Bots can be assigned to named groups (configured in the bot settings). On the Overview page, bots are organized under their group name with a visible header. Groups are sorted alphabetically. Bots that belong to no group are collected at the bottom under an ungrouped section.

Creating a Bot​

Users with the bot-manager role see a Create button in the top-right corner. Clicking it starts the bot initialization process. Once the bot is created, you are automatically redirected to its settings page to complete the configuration. If no bots exist yet, the create button also appears in the center of the page.