Bot logic and main instruction

Open My Bots, then open the bot you want to configure. Its core settings are divided between the Basic and Bot logic tabs.

Basic tab

Use this tab to configure:

• Bot name — the internal name shown in ChatRex lists;
• Model — the language model that processes messages;
• Knowledge base — one or more file repositories available to the bot;
• Weekly report — an AI-generated summary sent by email.

Models are grouped as Recommended, Fast and economical, and Old. The $ symbols indicate relative processing cost: more symbols mean a higher cost. Start with a recommended model. Mini and Nano models can suit simpler, cost-sensitive scenarios. Use an older model only when compatibility requires it, and retest the bot after switching.

To receive a report every Monday, enable Send a weekly report on the bot to email and save the changes. The bot needs an active subscription. See Reports & Analytics for report contents and analysis guidance.

Bot logic tab

Temperature

Temperature controls how much responses can vary. Choose one of the available modes:

• Reliable — stable and predictable responses;
• Flexible — a balance between consistency and variation;
• Creative — more varied wording;
• Precise setting — a manually selected value.

For support, sales, and other business scenarios, start with Reliable or Flexible, then adjust the setting based on test results.

Main instruction

In Main instruction, describe:

1. the bot's role and objective;
2. the expected conversation flow;
3. the information it must collect;
4. restrictions and prohibited actions;
5. the response style and format;
6. when to use the knowledge base or an action;
7. when to stop automation or hand over to a person.

Use Improve prompt to refine the instruction, then review the result before saving it. See How to write an effective prompt for structure and examples.

After editing the instruction, select Save changes. ChatRex adds the saved text to the version history.

Compare or restore a version

1. Open Version history above the main-instruction field.
2. If needed, choose a date range to narrow the list.
3. Select a version by its saved date and time.
4. Compare the current, selected, and previous versions. ChatRex highlights added, removed, and changed text.
5. To restore the selected text, select Apply.
6. Close the window and confirm that the required text appears in Main instruction.

The restored text becomes the current version when you save the bot. Earlier versions remain available in the history. A new bot may have no versions until it has been saved at least once.

Variables

Use Variables for values the bot must collect during a conversation, such as phone, email, or order_number. Use short Latin-character names and describe exactly what value the bot should collect.

After configuring the bot, select Save changes and continue to Testing.

Next step

Connect the service where the bot will receive messages: Connect a channel.