HAB HELP CENTER

Creating and configuring your bot

Your bot is the AI agent that answers customers on your behalf. Setting it up takes just a few minutes.

Create your bot

  1. Open the Bot section from the left sidebar.
  2. Click Start Building Your AI.
  3. Enter your Website URL (required). You can also optionally upload business documents (PDF, DOCX, CSV, etc.).
  4. Submit the form to begin — HAB scans your site and builds the knowledge base automatically.

Create your bot — enter your website URL and optionally upload business documents on the Add Bot form.

Bot Settings

On the Bot Settings tab, name your agent, set the time zone, and tune its voice, emotion, volume, and speaking speed.

The Bot Settings panel — name your agent, set the time zone, and tune its voice, emotion, volume, and speaking speed.

Configure the essentials

Once the bot exists, set these core options on the Bot page:

Greeting

Under Chat Settings, edit the Default first message — the first line customers see in chat. Keep it warm and specific, e.g. "Thanks for calling Smith Plumbing — how can I help today?"

Chat Settings — set the bot title, default first message (greeting), and quick action buttons.

Business hours

On the Business Info tab, set your Business Hours selectors. HAB uses this to decide which appointment slots to offer.

Business hours on the Business Info tab — set your open and close times.

Phone number

On the Call Settings tab, assign or connect the phone number HAB should answer. New numbers can be provisioned from here.

Call Settings — the US phone number assigned to your bot so customers can call your agent directly.

Chat widget

Go to the Add to your website section, generate the embed snippet and paste it into your site so visitors can chat with HAB.

Add to your website — generate the embed code for your chat widget.

Fallback

Under Knowledge Base → Training Profile, use the Unknown-Answer Policy text field to describe what HAB should do when it can't answer (e.g., take a message, ask for callback details, or escalate).

Save and review

A floating Save bar appears at the bottom whenever there are unsaved changes. Click Save to apply everything at once — your edits take effect the next time HAB answers.

Bot setup progress — track which steps you've completed and what's left before going live.

When you're ready, head to Testing your bot before going live to make sure everything sounds right.

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