ChatNexus User Guide

Everything you need to build, deploy, and manage your ChatNexus AI assistants — step by step.

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Creating an Agent

Build your first AI chatbot in a short guided wizard: Template, Basic Info, Customize, then Knowledge Base.

Choose a Template (Optional)

When you click Create Agent, you'll first see a gallery of industry templates. Pick one to pre-fill the system instruction and sample knowledge base, or choose Start from Scratch.

Templates cover common use cases such as Appointments & Scheduling, Customer Support / Product FAQs, E-commerce, Education, Hospitality, Fitness, Travel, Healthcare Intake, SaaS Onboarding, Real Estate, Legal Intake, Coaching, Local Services, and more. You can preview every one in the template gallery before you sign in, for example Appointments & Scheduling or Customer Support / Product FAQs.

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Tip: Templates are a great way to get started quickly. You can always customise the system instruction and knowledge base after creation.

Quick Compliance Check

After selecting a template (or starting from scratch), you'll answer a short compliance check. Most FAQ and support agents do not need extra paperwork. The five questions appear on their own screen; a Data Processing Agreement form is shown only if your answers require one.

You can continue without a DPA when questions 1–4 are No, and question 5 is Yes, I have consent or Will not collect personal information. A DPA is required if any of questions 1–4 is Yes, or question 5 is No.

Will this agent collect or process health data? (Yes requires a DPA)
Will it collect tenant histories or tenancy screening data? (Yes requires a DPA)
Will it collect financial credentials or bank/card numbers? (Yes requires a DPA)
Are you a regulated entity (e.g. health provider, tenancy DB operator, government contractor)? (Yes requires a DPA)
If it will collect personal information, do you already have visitor consent? Choose “will not collect personal information” for a typical FAQ bot. “No” requires a DPA.

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Important: If your answers indicate sensitive data handling or missing consent for personal data, you will be asked to sign a Data Processing Agreement (DPA) on the next screen. Our admin team reviews it before you can create agents. You can go back and change your answers at any time.

Step 1 - Basic Info

Enter the core details for your agent:

Agent Name - A descriptive name (2–100 characters)
Quick Fill (templates) - Enter your business name, website, and support email/phone so ChatNexus can personalise the prompt and knowledge base for you. Tick Let me edit the prompt & knowledge base manually if you want full control.
System Instruction - The personality, behaviour, and rules for your agent (10–2,000 characters). Auto-populated from a template; may be preview-only until you enable manual editing.
Where should answers come from? - Choose My documents only (recommended: answers only from your uploaded content) or Allow general answers (may invent answers from the model’s general knowledge).
AI Model - Choose which AI engine powers replies. Each option shows roughly how many credits it uses per answer.

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Tip: For FAQ and booking bots, pick a standard model — they use fewer credits. Premium models cost more credits per reply and are best when you need harder reasoning. See Usage & Billing for how credits work.

Step 1: Basic Info with Quick Fill, answer scope, and model selection

Step 2 - Customise

Personalise the look and feel of your agent:

Welcome Message - The first message visitors see when the chat widget opens (up to 500 characters)
Theme Color - Pick a brand colour with the colour picker or quick swatches; a live preview shows how the widget will look

Step 2: Customise with welcome message, theme colour, and preview

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After creation: On the agent detail page you can also choose whether the widget opens by default when a visitor lands on your site, or stays closed until they click the chat bubble.

Step 3 - Knowledge Base & Create

Optionally add initial knowledge for your agent. Paste text content (up to your plan’s size limit) that will be automatically chunked and embedded for AI retrieval. If you chose a template and used Quick Fill, this area is pre-filled for you to review.

Review or edit the knowledge text (you can skip and add more later)
Check the consent box confirming the agent won’t be used to collect or process sensitive personal information without proper agreements
Click Create Agent

Step 3: Knowledge Base with consent checkbox and Create Agent

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Note: You can add more knowledge sources later - including file uploads, URL crawling, and Google Docs sync. See the Knowledge Base section for details.

Your agent will be created with a unique ID and you'll be redirected to its detail page where you can manage all settings, test the chat, and add more knowledge.

Previous: Getting Started Next: Knowledge Base