How it works
Eight short explainers, written the way we would explain them to a new customer. No jargon, nothing hidden. Soon BotableX itself will answer these questions here, live.
- 01
How do I deploy a bot to my website?
Create a web chat channel, attach a bot, style it in Chat Appearance, paste one snippet into your site. Most teams are live in an afternoon.
- Create a Web Chat channel
- Attach a bot
- Style it
- +2 more
- 02
How do I connect my HubSpot CRM?
Grant access, let BotableX read your real properties and pipelines, map fields with dropdowns only, then switch on writes. Nothing is ever guessed.
- Grant access in HubSpot
- Test the connection
- Refresh Schema
- +3 more
- 03
How do I give the bot knowledge?
Create a Knowledge Bank, describe its purpose in one sentence, drop in files or point Discovery at your website, approve what gets indexed, link it to a bot.
- Create a Knowledge Bank
- Describe its purpose
- Add sources
- +2 more
- 04
How does BotableX decide when to ask a human?
The bot always answers first. When its confidence is below your threshold it retries, then quietly asks your team for guidance while it keeps talking to the customer.
- A message arrives
- The bot answers
- Confidence is checked
- +3 more
- 05
How does the bot get better overnight?
Every conversation produces candidates. A nightly run sorts them into facts and behaviors. Nothing changes what the bot does until a person clicks Approve.
- Conversations produce candidates
- The nightly run classifies each one
- Facts go to the Learning Bank
- +2 more
- 06
How do human agents run many conversations at once?
Live Conversations shows everything the bot is handling, sorts it by your own states, counts down every SLA, and routes requests for help to whoever has room.
- Everything is visible
- Sorted by your states
- Help requests are routed
- +2 more
- 07
How do I connect email and WhatsApp?
Email connects through Microsoft 365, a mailbox you own, or a forwarding address. WhatsApp connects through your WhatsApp Business account. The same bot answers both.
- Pick the email source
- Attach a bot and choose the mode
- Connect WhatsApp Business
- +2 more
- 08
How do I set up my organization from zero?
Define who you are in Global Mind, create a bot, give it knowledge, open a channel, invite your team. A working first bot in a day.
- Write your Global Mind
- Create a bot
- Give it knowledge
- +3 more