Account Dashboard

Floatbot Account Overview & Managing Profile Settings 

If you have logged in to Floatbot, here is everything about Account Overview. Click on the displayed name (or business name) on the top-right corner. You will see sub-categories - Profile, Security, User Management, and Logout.





This section allows you to modify your profile details. You can enter/modify data in the following fields - First Name, Last Name, Business Name, Website, Country, email, and Phone Number. Once you are done entering the details, click on the Update button to update the information.





From the security dashboard, you can switch on or switch off either or both of these - Two Factor Authorization and Enable Password Protected Login.




User Management

The next sub-category is User Management, which offers many customization options.




From here, you can add a user (or users) and provide necessary permissions and access to bots.


add new user


1. Click on the + Add New Users button.

2. You will be asked to enter the User Name and Email Address. To begin with, fill these fields.


user name


3. The next two options are Permissions & Bots. They are somewhat interconnected.




4. From the Permissions dropdown menu, select the specific functionalities you want to provide access to the user.




5. Like Permissions, you can select the specific bots you want to provide access to the user from the List Of Bots (Bots dropdown menu)


list of bots


User Management - With A Brief Example

Let’s say you are a Pizza company called Floatizza. You have created a chatbot called DP-Floatizza to over seamless chat support to your customers. Now, you have hired a Quality Analyst in your company to check the quality of the chatbot responses.

In such a scenario, the Quality Analyst must have access to certain functionalities as well as the DP-Floatizza bot to perform his regular duties. Here is a possible set of functionalities that you can provide access to him.


user management permissions


Upon selecting all the functionalities as well as the relevant bot for a user (Chatbot Quality Analyst in this case), click on the Save button to save all the changes.


Note: You must turn on Status to provide all the necessary access. At any given time, you can also choose to turn off the Status to deny access.




Deleting Or Modifying Users

Once you have added users, they will be listed on the Users Dashboard. You can update or delete a user by clicking on the 3 DOT Action button.







The first element is chatbot.  This is where you will create your chatbot and find others which you have already created.  




Each chatbot has similar buttons and they are Bot dashboard, Demo, Settings, and Connect to Facebook. Above them is the Create a new bot button

  • +Create a new bot will give you a new bot when you click on it. You can add multiple chatbots here depending upon your requirements. We provide you with one bot when you use our service.

  • Bot Builder is where you will be building your bot. Use of each element during building a bot is explained ahead.

  • Demo button will help to test the chatbot that you have made and makes changes accordingly.

  • Settings will let you make various changes related to your bot like bot position, bot color, Floatbot label and so on.

  • Connect to Facebook will connect your chatbot to your Facebook page. To know more about how to connect read our integration section in this document.


Bot Transaction

The third element in your account dashboard is Bot Transaction. With our pre-configured payment gateways, you can build a transactional chatbot that can accept payments. 

Here you will find all the transaction details like the Transaction ID, Bot ID, Bot user ID, Amount, currency, IP, Payment gateways, and Transaction date.

You can edit the number of entries you want to see on one page, by clicking on the downward arrow next to show.  




The last tab in your account dashboard is Agent.  From here you can perform 2 activities

  • Get agent details
  • Add agent to your chatbot