How To… Tutorials
📖 Step-by-Step Guides for General Bots Suite
Clear instructions for common tasks, inspired by classic computer manuals
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│ Your Guide to General Bots Suite │
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About These Tutorials
These tutorials are designed like the classic computer manuals of the early 1990s — clear, numbered steps with visual diagrams showing exactly what to do. Each tutorial follows the same format:
- Objective — What you’ll accomplish
- Time Required — How long it takes
- Prerequisites — What you need before starting
- Steps — Numbered instructions with screenshots
- Troubleshooting — Common problems and solutions
- Next Steps — What to learn next
🚀 Getting Started
| Tutorial | Description | Time |
|---|---|---|
| Create Your First Bot | Set up a working bot from scratch | 10 min |
| Your First Conversation | Talk to your bot and understand responses | 5 min |
| Understanding the Interface | Navigate the Suite like a pro | 10 min |
💬 Chat & Conversations
| Tutorial | Description | Time |
|---|---|---|
| Ask Questions Effectively | Get better answers from your AI assistant | 5 min |
| Use Voice Input | Talk instead of type | 3 min |
| Create Chat Shortcuts | Set up quick commands | 10 min |
| Export Conversations | Save chat history for reference | 5 min |
📁 File Management (Drive)
| Tutorial | Description | Time |
|---|---|---|
| Upload Your First File | Add documents to Drive | 3 min |
| Organize with Folders | Create a logical file structure | 10 min |
| Share Files Securely | Grant access to team members | 5 min |
| Search for Documents | Find files instantly | 5 min |
📚 Knowledge Base
| Tutorial | Description | Time |
|---|---|---|
| Add Documents to Knowledge Base | Teach your bot from files | 15 min |
| Import a Website | Crawl and learn from web pages | 10 min |
| Create FAQ Responses | Define question-answer pairs | 15 min |
| Manage Collections | Organize knowledge by topic | 10 min |
🔧 BASIC Dialogs
| Tutorial | Description | Time |
|---|---|---|
| Write Your First Dialog | Create a simple conversation script | 20 min |
| Use HEAR and TALK | Gather and display information | 10 min |
| Store User Information | Remember data between conversations | 15 min |
| Call External APIs | Connect to web services | 20 min |
| Send Automated Messages | Schedule broadcasts and reminders | 15 min |
📱 Messaging Channels
| Tutorial | Description | Time |
|---|---|---|
| Connect WhatsApp | Set up WhatsApp Business integration | 30 min |
| Configure Email | Enable email conversations | 15 min |
| Set Up SMS | Add text message support | 15 min |
| Embed Web Chat | Add chat to your website | 10 min |
📊 Analytics & Monitoring
| Tutorial | Description | Time |
|---|---|---|
| View Bot Statistics | Understand usage metrics | 10 min |
| Monitor Live Sessions | Watch conversations in real-time | 10 min |
| Create Custom Reports | Build dashboards for insights | 20 min |
| Export Analytics Data | Download metrics for external analysis | 10 min |
🎨 Customization
| Tutorial | Description | Time |
|---|---|---|
| Change Your Bot’s Theme | Customize colors and appearance | 10 min |
| Add a Custom Logo | Brand your bot interface | 5 min |
| Create Custom Cards | Design rich message layouts | 20 min |
| Modify the Welcome Message | Personalize the first interaction | 5 min |
🏢 Templates
| Tutorial | Description | Time |
|---|---|---|
| Install the CRM Template | Set up customer relationship management | 20 min |
| Use the HR Template | Deploy employee self-service | 15 min |
| Configure Compliance Bot | Enable privacy request handling | 25 min |
| Build from Template | Customize a template for your needs | 30 min |
🔒 Security & Administration
| Tutorial | Description | Time |
|---|---|---|
| Set Up User Authentication | Enable secure login | 20 min |
| Configure Permissions | Control who can do what | 15 min |
| Enable Audit Logging | Track all system activities | 10 min |
| Backup Your Bot | Protect your configuration and data | 15 min |
🐛 Troubleshooting
| Tutorial | Description | Time |
|---|---|---|
| Debug Dialog Errors | Fix common BASIC script problems | 15 min |
| Resolve Connection Issues | Troubleshoot network problems | 10 min |
| Fix Knowledge Base Gaps | Improve bot answers | 20 min |
| Performance Optimization | Make your bot faster | 15 min |
Quick Reference Card
┌─────────────────────────────────────────────────────────────────────────┐
│ QUICK REFERENCE CARD │
├─────────────────────────────────────────────────────────────────────────┤
│ │
│ KEYBOARD SHORTCUTS │
│ ───────────────── │
│ Ctrl + Enter ........ Send message │
│ Ctrl + K ............ Quick command palette │
│ Ctrl + / ............ Toggle voice input │
│ Ctrl + N ............ New item (context-aware) │
│ Ctrl + S ............ Save current work │
│ Escape .............. Close dialog/panel │
│ │
│ COMMON BASIC KEYWORDS │
│ ──────────────────── │
│ TALK "message" ...... Display message to user │
│ HEAR variable ....... Wait for user input │
│ SET BOT MEMORY ...... Store bot-wide data │
│ GET USER MEMORY ..... Retrieve user-specific data │
│ USE KB "name" ....... Activate knowledge base │
│ SEND MAIL ........... Send email notification │
│ │
│ WHERE TO GET HELP │
│ ───────────────── │
│ • Type "help" in Chat for assistance │
│ • Press F1 anywhere for context help │
│ • Visit community.pragmatismo.com for forums │
│ • Email support@pragmatismo.com for enterprise support │
│ │
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Tips for Following Tutorials
✅ Before You Start
- Bookmark this page — You’ll return to it often
- Have the Suite open — Follow along step-by-step
- Take notes — Write down customizations you make
- Don’t skip steps — Each step builds on the previous
✅ While Following Steps
- Read the entire step first — Then perform the action
- Match the screenshots — If your screen looks different, stop and check
- Use exact values — Type what the tutorial shows, then customize later
- Check results — Verify each step worked before moving on
✅ If Something Goes Wrong
- Don’t panic — Most problems have simple solutions
- Re-read the step — You may have missed something
- Check Troubleshooting — Each tutorial has a help section
- Ask for help — The Chat assistant can guide you
Icon Legend
Throughout these tutorials, you’ll see these indicators:
| Icon | Meaning |
|---|---|
| 💡 | Tip — Helpful suggestion to work more efficiently |
| ⚠️ | Warning — Important caution to avoid problems |
| 📝 | Note — Additional information or context |
| ✅ | Checkpoint — Verify your progress before continuing |
| 🔧 | Configuration — Settings you may need to adjust |
Version Information
These tutorials are written for:
- General Bots Suite version 5.0+
- Browser: Chrome, Firefox, Safari, or Edge (latest versions)
- Last Updated: 2025
If you’re using an older version, some screens may look different.
“The best way to learn is to do.”
Start with Create Your First Bot →