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Documentation Index

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The Chatbot Settings screen configures the website chatbot widget at the route /settings/chatbot.

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Overview

The screen presents a four-tab interface: General (basic widget configuration), Knowledge Base (content the chatbot can draw from), Lead Capture (visitor form configuration), and Embed Code (iframe snippet for external sites). Tab state is URL-synced via useTabUrlState. Configuration is loaded from useChatbotConfig. The chatbot widget itself renders at /chatbot/widget (public, no auth, for iframe embedding) with a configId query parameter.

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Who it’s for

Required permission: pf.chatbot.manage_settings

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Before you start

  • You must hold the pf.chatbot.manage_settings permission.

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Steps

1

Open Chatbot Settings

Navigate to Settings → Chatbot Settings.
2

Configure general settings

On the General tab, set the widget name, greeting, and behavior options.
3

Set up Knowledge Base

On the Knowledge Base tab, add content sources the chatbot can reference.
4

Configure Lead Capture

On the Lead Capture tab, define which visitor fields to collect.
5

Get embed code

On the Embed Code tab, copy the iframe snippet to embed the chatbot on your website.

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Key concepts

  • configId — identifies the chatbot config to load in the embedded widget
  • Embed code — iframe snippet pointing to /chatbot/widget?configId=<id>
  • Knowledge Base — content sources the chatbot references when answering visitor questions

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/chatbot/pages/ChatbotSettingsPage.tsx