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A chatbot in OpenBat represents a single AI assistant you want to analyze. Each chatbot gets its own API key, analytics dashboard, conversation history, and configuration.

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Create the chatbot

1

Open the dashboard

Navigate to openbat.dev/platform. You’ll see all chatbots in your current organization displayed as cards.
Dashboard showing chatbot cards with names, activity, and conversation counts
2

Click New chatbot

Click the + New chatbot button in the top right. A modal opens with a name field.
Create chatbot modal with name field and 100-character limit
Enter a descriptive name (up to 100 characters) and click Continue to setup.
3

Complete the onboarding wizard

After clicking Continue to setup, a 6-step onboarding wizard guides you through initial configuration:
  1. Basics — confirm your chatbot name
  2. Product — enter your product name and description
  3. Brand — configure your brand context
  4. Pricing — set up your pricing tiers for revenue signal detection
  5. Context — provide additional context for the AI analysis
  6. Connect — get your API key and SDK integration instructions
You can skip steps and come back to them later via Settings > Company Info.
4

Get your API key

After creation, navigate to Settings > API Keys. Your API key is shown masked — click the copy button to copy it.
API key tab showing masked key with copy and rotate buttons
If you rotate your API key, the old key is immediately invalidated. All existing SDK integrations will stop working until you update them with the new key.
5

Configure webhooks (optional)

If you want workflow alerts sent to Slack, Discord, or a custom endpoint, set up webhooks now under Settings > Webhooks.
Webhooks tab with options for Discord, Slack, and custom endpoints
6

Install the SDK

Connect your AI chatbot to OpenBat using one of the four supported integration methods. See Install the SDK for detailed instructions.

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Chatbot statuses

Chatbots have three statuses, visible as tabs on the dashboard:
  • Active — receiving and analyzing conversations
  • Pending — created but not yet receiving data
  • Archive — no longer active, data preserved
You can switch between card view and list view using the toggle buttons on the dashboard. The context menu on each chatbot card (click …) lets you open, archive, or delete a chatbot.

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Next steps

Install the SDK

Connect your chatbot and start sending conversations.

API keys

Manage, copy, and rotate your API keys.

Analytics dashboard

Explore your chatbot’s performance data.