generalbots/docs/src/chapter-04-gbui/apps/sources.md

Sources - Prompts & Templates

Your bot configuration hub

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Overview

Sources is the configuration center in General Bots Suite. Manage your bots, prompts, templates, and knowledge bases all in one place. Sources is where you create new bots, customize their behavior, and organize the content that powers your AI assistant.

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Features

Managing Bots

Creating a New Bot

1. Click + New Bot in the top right
2. Fill in the bot details:

Field	Description
Bot ID	Unique identifier (lowercase, numbers, hyphens only)
Display Name	User-friendly name shown in chat
Description	Brief explanation of what the bot does
Start from	Blank, Template, or Clone existing

Bot Settings

Click the ⚙️ icon on any bot to configure:

General Settings:

Setting	Description
Display Name	Name shown to users
Welcome Message	First message when conversation starts
Language	Primary language for the bot
Timezone	Bot's timezone for date/time operations
Status	Live, Draft, or Maintenance

Status Options:

• Live - Bot is active and responding
• Draft - Bot is hidden from users
• Maintenance - Shows maintenance message

AI Settings

Setting	Description
Provider	AI provider (OpenAI, Azure, etc.)
Model	Model to use (GPT-4, etc.)
Temperature	Creativity level (0 = focused, 1 = creative)
Max Tokens	Maximum response length
System Prompt	Bot personality and instructions
Knowledge Base	Connected .gbkb for answers

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Managing Prompts

Prompts are reusable text templates for AI interactions.

Prompt Types:

Type	Purpose
System Prompt	Bot personality/behavior
Task Prompt	Specific task instructions
Template	Reusable text with variables

Creating a Prompt:

1. Click + New Prompt
2. Enter a name (e.g., "support-agent")
3. Select type
4. Write prompt content with optional {{variables}}
5. Save and link to bots

Example Prompt:

You are a friendly and professional customer support agent
for {{company_name}}.

## Your Personality
- Be warm and empathetic
- Use simple, clear language
- Be patient and thorough

## Guidelines
- Always verify customer identity before sharing account info
- If unsure, search the knowledge base
- Escalate complex issues to human agents
- Never make promises about refunds or compensation

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Managing Templates

Templates are pre-built bot packages you can reuse.

Installed Templates:

Template	Description
📋 CRM	Full CRM with leads, contacts
📋 Support	Ticket management and customer service
📋 FAQ	Answer common questions from KB

Available Templates:

Template	Description
📋 HR	Employee self-service
📋 Analytics	Dashboard and metrics
📋 Compliance	LGPD, GDPR compliance

Template Contents:

Templates include:

• Dialog scripts (.bas files)
• Bot configuration
• Knowledge base documentation
• Sample conversations

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Managing Knowledge Bases

Knowledge bases store documents that your bot can search for answers.

Field	Description
Documents	Count of uploaded files
Size	Total storage used
Last Indexed	When content was last processed
Used By	Bots connected to this KB

Uploading Documents:

1. Open the knowledge base
2. Click Upload or drag files
3. Organize into folders
4. Click Reindex to process new content

Supported Formats:

• PDF, DOCX, TXT, MD
• CSV, XLSX
• HTML, JSON

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Import and Export

Exporting a Bot

1. Click ⚙️ on the bot
2. Select Export
3. Choose what to include:
   • Bot configuration
   • Dialog scripts (.bas files)
   • Prompts
   • Knowledge base (optional, large)
   • Conversation history (optional)
4. Select format: .gbai, ZIP, or JSON

Importing a Bot

1. Click Import at the top
2. Drop file or browse (supported: .gbai, .zip)
3. Choose:
   • Create new bot, or
   • Replace existing bot
4. Configure merge options for prompts and KB

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Keyboard Shortcuts

Shortcut	Action
Ctrl+N	New bot
Ctrl+S	Save changes
Ctrl+E	Export selected
Ctrl+I	Import
Delete	Delete selected
Ctrl+D	Duplicate
F2	Rename
/	Search
Enter	Open selected
Escape	Close dialog

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Tips & Tricks

Bot Management

💡 Use descriptive names - "customer-support-v2" is better than "bot1"

💡 Keep prompts separate - Reuse prompts across multiple bots

💡 Version your exports - Export before major changes

💡 Test in Draft mode - Don't go Live until fully tested

Prompt Writing

💡 Be specific - Clear instructions give better results

💡 Use examples - Show the AI what good responses look like

💡 Set boundaries - Define what the bot should NOT do

💡 Use variables - Make prompts reusable with {{placeholders}}

Knowledge Base

💡 Organize in folders - Group related documents together

💡 Keep documents current - Remove outdated information

💡 Use clear filenames - "refund-policy-2025.pdf" not "doc1.pdf"

💡 Reindex after changes - New content isn't searchable until indexed

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Troubleshooting

Bot not responding

Possible causes:

1. Bot is in Draft mode
2. AI provider not configured
3. No dialogs or prompts set up

Solution:

1. Check bot status is "Live"
2. Verify AI settings have valid API key
3. Ensure at least start.bas exists
4. Check error logs in Analytics

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Knowledge base not finding answers

Possible causes:

1. Documents not indexed
2. Document format not supported
3. Query doesn't match content

Solution:

1. Click "Reindex" and wait for completion
2. Convert documents to supported formats
3. Check document actually contains the information
4. Try different phrasing

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Import fails

Possible causes:

1. File corrupted
2. Incompatible version
3. Duplicate bot ID

Solution:

1. Try re-exporting from source
2. Check General Bots version compatibility
3. Choose "Create new bot" instead of replace
4. Rename bot ID if duplicate

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Prompts not applying

Possible causes:

1. Prompt not linked to bot
2. Variable not defined
3. Syntax error in prompt

Solution:

1. Check AI Settings → System Prompt selection
2. Verify all {{variables}} have values
3. Test prompt with "Test" button
4. Check for unclosed brackets or quotes

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BASIC Integration

Access Sources data from dialogs:

Get Bot Configuration

config = GET BOT CONFIG
TALK "Bot name: " + config.displayName
TALK "Language: " + config.language

Use Prompts

' Load a prompt template
prompt = GET PROMPT "summarize"

' Use with variables
summary = GENERATE WITH PROMPT prompt, content
TALK summary

Search Knowledge Base

HEAR question AS TEXT "What would you like to know?"

results = SEARCH KB question IN "support.gbkb"

IF COUNT(results) > 0 THEN
    TALK results[0].answer
    TALK "Source: " + results[0].source
ELSE
    TALK "I couldn't find information about that."
END IF

List Available Bots

bots = GET BOTS

TALK "Available bots:"
FOR EACH bot IN bots
    IF bot.status = "live" THEN
        TALK "● " + bot.displayName
    ELSE
        TALK "○ " + bot.displayName + " (draft)"
    END IF
NEXT

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See Also

• Designer App - Visual flow builder
• Drive App - Upload KB documents
• How To: Create Your First Bot
• How To: Add Documents to Knowledge Base