> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Chatbot Settings

> Configure the website chatbot widget: general settings, knowledge base, lead capture, and embed code.

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

## 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.

## Who it's for

Required permission: `pf.chatbot.manage_settings`

## Before you start

* You must hold the `pf.chatbot.manage_settings` permission.

## Steps

<Steps>
  <Step title="Open Chatbot Settings">Navigate to Settings → Chatbot Settings.</Step>
  <Step title="Configure general settings">On the General tab, set the widget name, greeting, and behavior options.</Step>
  <Step title="Set up Knowledge Base">On the Knowledge Base tab, add content sources the chatbot can reference.</Step>
  <Step title="Configure Lead Capture">On the Lead Capture tab, define which visitor fields to collect.</Step>
  <Step title="Get embed code">On the Embed Code tab, copy the iframe snippet to embed the chatbot on your website.</Step>
</Steps>

## 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

## Related

<Columns cols={2}>
  <Card title="Platform Foundation" icon="layer-group" href="/pf/overview">
    Platform Foundation overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/platform.tsx
  * src/platform/chatbot/pages/ChatbotSettingsPage.tsx
</Accordion>