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Before you start

  • Plan: the number of chatbots you can create depends on your plan. See Plans and limits.
  • Role: to delete or transfer a chatbot, you need to be a Super Admin on it. See Team members.

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Create a chatbot

1

Open Chatbots

In the top navigation, select Chatbots.
2

Start a new chatbot

Select Create New Chatbot.
3

Set up the chatbot

Type a name in Chatbot Name. You can change the other appearance fields now or later. See Customize the widget appearance.
4

Create it

Select Create Chatbot.
If you already have the maximum number of chatbots for your plan, SiteGPT opens the pricing page instead of the create form.

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Check that it works

The new chatbot opens. It has no content yet. Next, add your website.

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Switch between chatbots

  • In the top navigation, select Chatbots. The page lists every chatbot you own or are a member of. Select a chatbot to open it.
  • When a chatbot is open, select its name at the top of the sidebar. Then select another chatbot from the list.

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Copy a chatbot

SiteGPT has no duplicate feature. To make a similar chatbot, create a new one. Then add the same content and copy the settings from the first chatbot by hand. See Chatbot settings for the list of settings.

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Delete a chatbot

Deleting a chatbot is permanent. You cannot restore it. Its content, conversations, leads, custom responses, and members are deleted.
Before you delete, export what you want to keep. You can export leads and conversations. If you only want to hide the chatbot from your website, remove the embed code instead.
1

Open General settings

Open the chatbot. In the sidebar, under Advanced, select Settings. The General tab opens.
2

Find the Danger Zone

Scroll to Danger Zone at the bottom of the page.
3

Delete the chatbot

Select Delete Chatbot. Your browser asks you to confirm, because this cannot be reversed. Confirm the dialog.
Only Super Admins see the Danger Zone. Any Super Admin of the chatbot can delete it, not only the owner.

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Check that it works

The chatbot is no longer in your Chatbots list. The chat widget no longer works on sites where the embed code is still installed.

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Transfer a chatbot to another owner

You can move a chatbot to another person’s account. The dashboard has no screen for this. Use the CLI or the API.
  • Who can transfer: a Super Admin of the chatbot.
  • Plan: the CLI and the API need the Growth plan and above on your own account. See Plans and limits.
  • CLI: run sitegpt chatbots transfer. See CLI: Chatbots.
  • API: send POST /api/v2/chatbots/{chatbotId}/transfer. Your API token needs the scopes chatbots:write, members:write, and members:delete. See Authentication.
What happens:
  • The new owner becomes a Super Admin, and their plan now sets the chatbot’s limits.
  • By default, the old owner is removed from the chatbot. You can keep the old owner as a member with a role you choose.
  • If the new owner has no SiteGPT account, one is created. The new account has no plan.
  • A transfer is blocked if either account has a HIPAA agreement. See HIPAA.
The chatbot answers visitors only while its owner has an active plan. If the new owner has no plan, the chat widget stops working until they subscribe.