ChatXpert

ChatXpert

Create, style & embed AI chatbots in minutes.

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Create New Chatbot

Follow the steps to configure your AI assistant

Step-by-step

1

Basic

2

Widget

3

Response

4

Engage

5

Personality

6

Finish

Basic Information

Set up your chatbot's core settings

Chatbot Name *

LLM Provider

Model Name

Widget Setup

Configure position, size and appearance

Widget Position

Widget Size

Upload Icon (PNG, JPG, SVG)

Or Provide Icon URL

Theme Color

Primary color for buttons, headers, and accents.

Background Color

Chat window background color.

Response Settings

Control how your chatbot responds

Creativity Level

0.3

Precise Creative

Response Format

Response Length

Engagement Features

Welcome message and quick questions

Welcome Message (Optional)

Initial greeting shown when the chat widget opens.

Header Subtitle (Optional)

Tagline shown under the chatbot name in the chat header. Leave blank for the default.

Quick Questions (Optional) 0/5 questions

Add up to 5 quick questions that appear as clickable buttons.

Bot Personality

Define tone, instructions, and restrictions

Personality & Tone

Custom Instructions (Optional) 0/1000

Restricted Topics (Optional)

Comma-separated topics the bot should not discuss.

Database & Finish

Optional data source and final review

Data Source

None MCP Server

Connect an MCP server for live-data answers. Direct SQL connections are coming soon.

Workflow Configuration

Attach PHP-backed workflows like leave or expense. Reads stay on the chatbot's DB path. Enabled workflows require API URL, token, and write endpoint.

No workflows attached yet. You can still use read-only features without this.

Iframe Token Secret

Use the same value in HRXpert for this chatbot's signed iframe token.

URL Authentication

For shared public or service-account pages, configure crawling here. For per-user pages, enable user-specific access and the chatbot will use each end user's active session.

Authentication Type

Enable User-Specific URL Access

Use each end user's active website session instead of storing a URL username/password on the chatbot.

Embed snippet

Copy & paste into any website. Uses your saved position.

Select chatbot

Your chatbots

Manage, upload data, and interact with all your chatbots.

No chatbots yet. Create one in the Chatbots section to get started.

🔌 MCP Connections

Add a tenant MCP server, test it, activate it, then assign it to a chatbot. Credentials are encrypted and are never shown again.

Assign an active connection

Chatbot

MCP connection

Add MCP server

🛡️ Agent Pipeline

8-step controlled execution · RBAC · SQL safety · No silent failures

PRODUCTION MODE

Query Input

↵ Enter adds a new line · Use the Run Query button to submit

Role User ID (required for user role)

⚠️ Write Operations

INSERT · UPDATE · DELETE — admin only · confirmation required · never silent

ADMIN ONLY

🔒 Role Matrix | Admin: INSERT ✅ · UPDATE ✅ · DELETE ✅ (all require confirmation) | User: INSERT ❌ · UPDATE ❌ · DELETE ❌ (always blocked)

Write SQL Statement

↵ Enter adds a new line · Use Check Permission to validate — nothing executes here

Role User ID

⚙️ LLM Provider

Choose which LLM family every chatbot and employee in your company uses. The platform manages the exact model version, tuning, and API credentials — you only pick the family.

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v1.0.0