Getting Started with IQ Bot¶

Welcome to IQ Bot! This guide will walk you through creating and deploying your first AI-powered mini-site that consolidates multiple business functions into one unified interface.

Prerequisites¶

Before you begin, ensure you have:

Active iQuivity Account - Sign up at iquivity.ai
AI Bot Created - You'll need an AI Bot to associate with your IQ Bot
Content Ready - Websites, calendars, videos, or documents you want to include
Appropriate Permissions - Required to create and configure IQ Bots

Create AI Bot First

IQ Bot requires an underlying AI chatbot. If you haven't created one yet, see the AI Bot Creation Guide.

Quick Start Overview¶

Creating an IQ Bot involves five simple steps:

Step 1: Access IQ Bot Dashboard
        ↓
Step 2: Configure General Settings
        ↓
Step 3: Create and Configure Tabs
        ↓
Step 4: Review and Test
        ↓
Step 5: Activate and Share

Step 1: Access IQ Bot Dashboard¶

Navigate to IQ Bots¶

From your iQuivity dashboard:

Dashboard → Chatbots → IQ Bots → + Add New Bot

IQ Bots Dashboard Overview:

┌────────────────────────────────────────────────┐
│  IQ Bots                                       │
│  View and manage IQbots                        │
│                                [+ Add New Bot] │
├────────────────────────────────────────────────┤
│                                                │
│  IQ Bot Engagement                             │
│  ├─ Count Per Month:           0               │
│  ├─ Active IQBots Per Month:   0               │
│  └─ Show Total Count:          6               │
│                                                │
│  Active IQBots (0)                             │
│  Inactive IQBots (2)                           │
│  Deleted IQBots (0)                            │
│                                                │
└────────────────────────────────────────────────┘

Dashboard Sections: - IQ Bot Engagement - Overview metrics - Active IQBots - Live and accessible mini-sites - Inactive IQBots - Created but not yet activated - Deleted IQBots - Recently deleted (30-day recovery)

Initial State

New IQ Bots start as "Inactive" by default. You'll activate them after configuration and testing.

Step 2: Configure General Settings¶

Page: General¶

When you click "+ Add New Bot", you'll see the General configuration page:

┌─────────────────────────────────────────────────┐
│  General                                        │
│  Create and configure a chatbot that interacts │
│  with your users, ensuring it delivers         │
│  accurate information.                          │
├─────────────────────────────────────────────────┤
│                                                 │
│  AI Bot *                                       │
│  ┌────────────────────────────────────────┐    │
│  │ No AI Bot                         ▼    │    │
│  └────────────────────────────────────────┘    │
│                                                 │
│  Name *                                         │
│  ┌────────────────────────────────────────┐    │
│  │ Adbot1                                 │    │
│  └────────────────────────────────────────┘    │
│                                                 │
│  Description                                    │
│  ┌────────────────────────────────────────┐    │
│  │ Enter welcome message                  │    │
│  │                                        │    │
│  │                                        │    │
│  └────────────────────────────────────────┘    │
│                                                 │
│  Tab Orientation *                              │
│  ┌───────────┐  ┌───────────┐                  │
│  │ ─────     │  │     │     │                  │
│  │ Horizontal│  │ Vertical  │                  │
│  └───────────┘  └───────────┘                  │
│  [✓ Horizontal]                                 │
│                                                 │
│  Note: Vertical scrollbar not appearing in     │
│  preview/responsive mode                        │
│                                                 │
│  Tab Style                                      │
│  ┌────────────────────────────────────────┐    │
│  │ Rounded Top                       ▼    │    │
│  └────────────────────────────────────────┘    │
│                                                 │
│  Upload Logo                                    │
│  [Choose File] No file chosen                  │
│  [Preview of uploaded logo]                    │
│                                                 │
│  Do you want to share this IQ Bot with your    │
│  team?                                         │
│  ○ No   ○ Yes                                  │
│                                                 │
└─────────────────────────────────────────────────┘

Configuration Fields¶

AI Bot (Required)¶

Select AI Chatbot:

Choose which AI Bot will power the chat functionality in your IQ Bot.

Field: AI Bot
Type: Dropdown
Required: Yes
Options: List of your created AI Bots
Default: "No AI Bot"

Important: - You must have an AI Bot created first - The AI Bot handles all chat interactions - Trained on your business data - Available across all tabs

No AI Bot Available?

If you see "No AI Bot" in the dropdown, you need to create an AI Bot first. Visit AI Bot Creation Guide.

Name (Required)¶

IQ Bot Name:

Field: Name
Type: Text input
Required: Yes
Max length: 50 characters
Example: "Adbot1", "ProductHub", "EventCenter"

Naming Guidelines: - Short and memorable - No special characters or spaces - Used in URL: https://test.iquivity.net/iqbot/[name] - Cannot be changed after creation

URL Format:

https://test.iquivity.net/iqbot/adbot1
                                  └─ Your bot name here

Description (Optional)¶

Welcome Message:

Field: Description
Type: Text area
Required: No
Purpose: Internal reference or welcome message
Max length: 500 characters

Usage: - Describe the purpose of your IQ Bot - Internal notes for team members - Welcome message for users

Tab Orientation (Required)¶

Choose Layout:

Horizontal (Recommended):

┌──────────────────────────────────────┐
│ [Welcome] [Chat] [Calendar] [Video]  │
│ ────────────────────────────────────│
│                                      │
│        Tab Content Here              │
│                                      │
└──────────────────────────────────────┘

Vertical:

┌─────────┬────────────────────────────┐
│ Welcome │                            │
│ Chat    │                            │
│ Calendar│     Tab Content Here       │
│ Video   │                            │
│ Docs    │                            │
└─────────┴────────────────────────────┘

Vertical Mode Note

Vertical scrollbar may not appear in preview/responsive mode. This is a known display behavior.

Best Practices: - Horizontal - Better for 3-6 tabs, desktop/tablet users - Vertical - Better for 6+ tabs, mobile-first approach

Tab Style¶

Visual Appearance:

Field: Tab Style
Type: Dropdown
Default: "Rounded Top"
Options:
  - Rounded Top    # Rounded corners on top
  - Square         # Square tabs
  - Rounded All    # Fully rounded tabs
  - Minimal        # Simple underline style

Preview:

Rounded Top:  ┌────┐ ┌────┐ ┌────┐
              │Tab1│ │Tab2│ │Tab3│
              └────┴─┴────┴─┴────┴─

Square:       ┌────┬─┬────┬─┬────┐
              │Tab1│ │Tab2│ │Tab3│
              └────┴─┴────┴─┴────┴─

Rounded All:  ╭────╮ ╭────╮ ╭────╮
              │Tab1│ │Tab2│ │Tab3│
              └────┴─┴────┴─┴────┴─

Minimal:       Tab1   Tab2   Tab3
              ─────  ──────  ─────

Upload Logo¶

Brand Your IQ Bot:

Field: Upload Logo
Type: File upload
Accepted: PNG, JPG, SVG
Max size: 5MB
Recommended: 200x200px, transparent background
Position: Displays in tab header/navigation

Logo Guidelines: - Square or horizontal format - Transparent background preferred - High resolution for retina displays - Matches your brand identity

Share with Organization:

Field: Do you want to share this IQ Bot with your team?
Type: Radio buttons
Options:
  - No  (Default)
  - Yes

Sharing Options: - No - Only you can edit and manage - Yes - All team members can access and manage

Team Collaboration

Enable sharing if multiple team members need to update tabs or review analytics.

Step 3: Create and Configure Tabs¶

Page: Tabs¶

After completing General settings, you'll navigate to the Tabs configuration page:

┌─────────────────────────────────────────────────┐
│  Tabs                                           │
│  Create and configure a chatbot that interacts │
│  with your users, ensuring it delivers         │
│  accurate information.                          │
├─────────────────────────────────────────────────┤
│                                                 │
│  Select Tab                                     │
│  ┌────────────────────────────────────────┐    │
│  │ -- Select Tab --                  ▼    │    │
│  └────────────────────────────────────────┘    │
│                                                 │
│  ┌═══════════════════════════════════════┐    │
│  ║  ⋮⋮  Buy Now                       ▼  ×║    │
│  ╠───────────────────────────────────────╣    │
│  ║  Title                                 ║    │
│  ║  ┌────────────────────────────────┐   ║    │
│  ║  │ Buy Now                        │   ║    │
│  ║  └────────────────────────────────┘   ║    │
│  ║                                        ║    │
│  ║  Description                           ║    │
│  ║  ┌────────────────────────────────┐   ║    │
│  ║  │ 50% discount                   │   ║    │
│  ║  │                                │   ║    │
│  ║  └────────────────────────────────┘   ║    │
│  ║                                        ║    │
│  ║  Select Content Type                   ║    │
│  ║  ┌────────────────────────────────┐   ║    │
│  ║  │ Link                      ▼    │   ║    │
│  ║  └────────────────────────────────┘   ║    │
│  ║                                        ║    │
│  ║  Link Configuration                    ║    │
│  ║  Enter Link URL *                      ║    │
│  ║  ┌────────────────────────────────┐   ║    │
│  ║  │ <a href="undefined">[object    │   ║    │
│  ║  │  Object]</a>                   │   ║    │
│  ║  └────────────────────────────────┘   ║    │
│  ║  At least one valid link URL is    ║    │
│  ║  required.                             ║    │
│  ║                                        ║    │
│  ║  ┌────────────────────────────────┐   ║    │
│  ║  │ Button Text               [+]  │   ║    │
│  ║  └────────────────────────────────┘   ║    │
│  ║  Button text is required.              ║    │
│  ║                                        ║    │
│  ║  ┌────────────────────────────────┐   ║    │
│  ║  │ Description                    │   ║    │
│  ║  └────────────────────────────────┘   ║    │
│  ║                                        ║    │
│  └═══════════════════════════════════════┘    │
│                                                 │
│  [+ Add Tab]                                   │
│                                                 │
└─────────────────────────────────────────────────┘

Available Tab Types:

Click the "-- Select Tab --" dropdown to see all available tab types:

┌────────────────────────────────┐
│ ✓ -- Select Tab --             │
├────────────────────────────────┤
│   Welcome ✓                    │
│   Chat                         │
│   Calendar Link                │
│   Video Call                   │
│   Videos (Youtube Links)       │
│   Websites                     │
│   Buy Now ✓                    │
│   Reviews                      │
│   Docs                         │
│   Custom Tab                   │
└────────────────────────────────┘

Tab Types Explained:

Tab Type	Purpose	Content Options
Welcome ✓	Landing/introduction page	Text, images, embedded content
Chat	AI chatbot interface	Automatically uses selected AI Bot
Calendar Link	Appointment scheduling	Calendly, Google Calendar, etc.
Video Call	Video conference link	Zoom, Meet, Teams links
Videos (YouTube)	Video content	YouTube embed links
Websites	Website pages	Link or embed external sites
Buy Now	Purchase/product pages	E-commerce links or embedded shop
Reviews	Testimonials/feedback	Review platforms or custom content
Docs	Documents and PDFs	Document viewers, download links
Custom Tab	Any custom content	Forms, workflows, custom HTML

✓ = Commonly selected tabs

Tab Selection Strategy

Start with 3-5 essential tabs. You can easily add more later based on analytics data showing user needs.

Tab Configuration¶

Each tab has common configuration fields:

Tab Header¶

⋮⋮  Buy Now                                    ▼  ×
└─┘  └────┘                                    └┘ └┘
 │      │                                       │  │
 │      └─ Tab title (changeable)              │  │
 └─ Drag handle (reorder tabs)                 │  │
                           Collapse/expand tab ─┘  │
                                       Delete tab ─┘

Tab Controls: - ⋮⋮ Drag Handle - Click and drag to reorder tabs - ▼ Collapse - Expand/collapse tab configuration - × Delete - Remove tab from IQ Bot

Title (Required)¶

Field: Title
Type: Text input
Required: Yes
Max length: 30 characters
Display: Shows on tab navigation
Example: "Buy Now", "Welcome", "Contact"

Title Guidelines: - Short and clear (2-3 words max) - Action-oriented when possible - Matches user expectations - Consistent capitalization

Description (Optional)¶

Field: Description
Type: Text area
Required: No
Max length: 200 characters
Purpose: Additional context for tab content
Example: "50% discount on all products"

Usage: - Brief description of tab content - Call-to-action text - Special offers or highlights - Internal notes

Select Content Type¶

Link vs Embed:

Field: Select Content Type
Type: Dropdown
Options:
  - Link   # Opens in new tab/window
  - Embed  # Displays within IQ Bot interface

Link Content Type:

User clicks tab → Opens URL in new window
Best for: External websites, checkout pages, video calls

Embed Content Type:

User clicks tab → Shows content within IQ Bot
Best for: Videos, calendars, documents, forms

Embed Limitations

Some websites prevent embedding (X-Frame-Options). If embed doesn't work, use Link instead.

Link Configuration¶

When "Link" is selected as content type:

┌─────────────────────────────────────────┐
│  Link Configuration                     │
├─────────────────────────────────────────┤
│                                         │
│  Enter Link URL *                       │
│  ┌────────────────────────────────┐    │
│  │ https://yoursite.com/products  │    │
│  └────────────────────────────────┘    │
│  At least one valid link URL is         │
│  required.                              │
│                                         │
│  ┌────────────────────────────────┐    │
│  │ Button Text               [+]  │    │
│  └────────────────────────────────┘    │
│  Button text is required.               │
│                                         │
│  ┌────────────────────────────────┐    │
│  │ Description (optional)         │    │
│  └────────────────────────────────┘    │
│                                         │
└─────────────────────────────────────────┘

Enter Link URL (Required)¶

URL Field:

Field: Enter Link URL
Type: Text input or rich text editor
Required: Yes (at least one valid URL)
Format: Full URL with https://
Validation: Must be valid URL format

URL Examples:

Product page:     https://yoursite.com/products
Calendar:         https://calendly.com/username
Video call:       https://zoom.us/j/meeting-id
YouTube:          https://youtube.com/watch?v=video-id
Document:         https://drive.google.com/file/d/file-id
Buy Now:          https://yoursite.com/checkout

Multiple URLs:

You can add multiple buttons with the [+] button:

┌─────────────────────────────────────┐
│  Button 1:                          │
│  URL: https://site.com/product-a    │
│  Text: "View Product A"             │
│                                     │
│  Button 2:                      [+] │
│  URL: https://site.com/product-b    │
│  Text: "View Product B"             │
│                                     │
│  Button 3:                      [+] │
│  URL: https://site.com/compare      │
│  Text: "Compare Products"           │
└─────────────────────────────────────┘

Multiple Buttons

Use multiple buttons to give users options (e.g., "Basic Plan", "Pro Plan", "Enterprise").

Button Text (Required)¶

Field: Button Text
Type: Text input
Required: Yes (for each URL)
Max length: 50 characters
Purpose: Text displayed on clickable button

Button Text Examples:

Tab Type          | Button Text Examples
──────────────────|───────────────────────────────
Buy Now          | "Shop Now", "Buy Product", "Get Started"
Calendar         | "Book Appointment", "Schedule Call"
Video Call       | "Join Meeting", "Start Video Chat"
Website          | "Visit Site", "Learn More", "View Page"
Documents        | "Download PDF", "View Guide", "Read More"

Best Practices: - Action verbs (Shop, Book, Join, Download) - Clear and specific - Creates urgency or value - Mobile-friendly length

Description (Optional)¶

Field: Description
Type: Text area
Required: No
Purpose: Additional context for button
Display: Shown near button

Embed Configuration¶

When "Embed" is selected:

┌─────────────────────────────────────────┐
│  Embed Configuration                    │
├─────────────────────────────────────────┤
│                                         │
│  Embed Code or URL *                    │
│  ┌────────────────────────────────┐    │
│  │ <iframe src="..."              │    │
│  │   width="100%"                 │    │
│  │   height="600">                │    │
│  │ </iframe>                      │    │
│  └────────────────────────────────┘    │
│                                         │
│  OR                                     │
│                                         │
│  ┌────────────────────────────────┐    │
│  │ https://youtube.com/embed/...  │    │
│  └────────────────────────────────┘    │
│                                         │
└─────────────────────────────────────────┘

Embed Options: 1. iFrame Code - Paste full iframe HTML 2. Embed URL - Direct URL to embeddable content 3. YouTube - Video embed links 4. Calendar - Calendly/Google Calendar widgets 5. Documents - Google Docs, PDFs

Common Embed Examples:

YouTube Video:

<iframe width="560" height="315"
  src="https://www.youtube.com/embed/VIDEO_ID"
  frameborder="0" allowfullscreen>
</iframe>

Calendly:

<div class="calendly-inline-widget"
  data-url="https://calendly.com/username/30min"
  style="min-width:320px;height:630px;">
</div>

Google Doc:

<iframe
  src="https://docs.google.com/document/d/DOC_ID/preview"
  width="100%" height="600">
</iframe>

Tab Examples¶

Example 1: Welcome Tab¶

Tab Configuration:
  type: "Welcome"
  title: "Welcome"
  description: "Learn about our services"
  content_type: "Embed"
  content: |
    <div style="padding: 20px;">
      <h2>Welcome to Our Service</h2>
      <p>Explore our tabs to learn more!</p>
    </div>

Example 2: Buy Now Tab¶

Tab Configuration:
  type: "Buy Now"
  title: "Buy Now"
  description: "50% discount today!"
  content_type: "Link"
  links:
    - url: "https://shop.example.com/products"
      button_text: "Shop Now"
      description: "Browse all products"
    - url: "https://shop.example.com/deals"
      button_text: "View Deals"
      description: "Limited time offers"

Example 3: Calendar Tab¶

Tab Configuration:
  type: "Calendar Link"
  title: "Schedule"
  description: "Book your free consultation"
  content_type: "Embed"
  embed_code: |
    <div class="calendly-inline-widget"
      data-url="https://calendly.com/yourname/30min"
      style="min-width:320px;height:630px;">
    </div>

Example 4: Video Tab¶

Tab Configuration:
  type: "Videos (Youtube Links)"
  title: "Demo"
  description: "Product walkthrough video"
  content_type: "Embed"
  embed_url: "https://www.youtube.com/embed/YOUR_VIDEO_ID"

Adding Multiple Tabs¶

Add Tab Button:

After configuring your first tab, click [+ Add Tab] at the bottom to add more:

Workflow:
1. Click [+ Add Tab]
2. Select tab type from dropdown
3. Configure tab settings
4. Click [+ Add Tab] again for next tab
5. Repeat until all tabs are configured

Tab Order:

Drag tabs to reorder them:

Before:                After Reordering:
┌────────────┐        ┌────────────┐
│ ⋮⋮ Welcome │        │ ⋮⋮ Welcome │
│ ⋮⋮ Buy Now │  →     │ ⋮⋮ Chat    │
│ ⋮⋮ Chat    │        │ ⋮⋮ Buy Now │
│ ⋮⋮ Calendar│        │ ⋮⋮ Calendar│
└────────────┘        └────────────┘

Tab Organization

Place most important tabs first (left in horizontal, top in vertical). Users often click the first 2-3 tabs most.

Preview Mode¶

Preview Options:

┌──────────────────────────────────────┐
│  [Mobile] [Desktop] [Maximize]       │
├──────────────────────────────────────┤
│                                      │
│     Live Preview of IQ Bot           │
│     with configured tabs             │
│                                      │
└──────────────────────────────────────┘

Preview Modes: - Mobile - Phone view (320-480px) - Desktop - Full desktop view - Maximize - Full screen preview

Test your IQ Bot in different views before going live!

Step 4: Review and Test¶

Test Your Configuration¶

Before activating, verify:

✅ All required fields completed
✅ AI Bot selected
✅ At least 2-3 tabs configured
✅ All URLs are valid and working
✅ Embed codes display correctly
✅ Tab order is logical
✅ Button text is clear and actionable
✅ Preview looks good on mobile and desktop

Test Each Tab¶

Testing Checklist:

Tab Testing:
├─ Welcome Tab
│  └─ Content displays correctly
├─ Chat Tab
│  ├─ AI Bot loads
│  ├─ Can send test messages
│  └─ Responses are accurate
├─ Calendar Tab
│  ├─ Calendar widget loads
│  └─ Can select time slots
├─ Video Tab
│  ├─ Video plays
│  └─ Controls work
├─ Buy Now Tab
│  ├─ Links open correctly
│  └─ Buttons are clickable
└─ Custom Tabs
   └─ Forms and content function properly

Common Issues¶

Issue: "At least one valid link URL is required"

Solution:
1. Ensure URL starts with https://
2. Check for typos in URL
3. Remove any extra spaces
4. Verify URL is accessible

Issue: "Button text is required"

Solution:
1. Fill in button text for each link
2. Ensure text is not empty
3. Check all buttons have text

Issue: Embed not displaying

Solution:
1. Check if site allows embedding
2. Try Link instead of Embed
3. Verify iframe code is complete
4. Test embed URL in browser first

Save Your IQ Bot¶

After configuring all settings and tabs:

[Save] or [Save & Activate]

Save Options: - Save - Saves as Inactive (for testing) - Save & Activate - Saves and makes live immediately

Save as Inactive First

Save as Inactive, test the URL, then activate once everything works perfectly.

Access Your IQ Bot¶

Once saved, your IQ Bot is assigned a URL:

┌─────────────────────────────────────────┐
│  Your IQ Bot is Ready!                  │
├─────────────────────────────────────────┤
│                                         │
│  URL: https://test.iquivity.net/iqbot/ │
│       adbot1                            │
│                                         │
│  QR Code:                               │
│  ┌─────────┐                           │
│  │ ▄▄▄▄▄▄▄ │                           │
│  │ █     █ │                           │
│  │ █ ███ █ │                           │
│  │ █ ███ █ │                           │
│  │ █     █ │                           │
│  │ ▀▀▀▀▀▀▀ │                           │
│  └─────────┘                           │
│                                         │
│  [Download QR Code]                     │
│  [Copy URL]                             │
│  [Share]                                │
│                                         │
└─────────────────────────────────────────┘

Activate Your IQ Bot¶

From Dashboard:

IQ Bots Dashboard
  → Inactive IQBots
    → [Your Bot] → ⋮ Menu
      → Activate

Action Menu (⋮):

├── Edit        - Modify settings
├── Analytics   - View metrics
├── Share       - Get URL/QR code
├── Activate    - Make live ✓
└── Delete      - Remove bot

Activation Confirmation:

┌────────────────────────────────────┐
│  Activate IQ Bot?                  │
├────────────────────────────────────┤
│                                    │
│  Your IQ Bot will become publicly  │
│  accessible via its URL.           │
│                                    │
│  URL: test.iquivity.net/iqbot/     │
│       adbot1                       │
│                                    │
│  [Cancel]  [Activate]              │
│                                    │
└────────────────────────────────────┘

Once activated: - IQ Bot moves to "Active IQBots" section - URL becomes publicly accessible - QR code can be downloaded and shared - Analytics start tracking visitors

Sharing Options:

1. Direct URL:

https://test.iquivity.net/iqbot/adbot1

Share in: - Email campaigns - Social media posts - Website links - Email signatures - Text messages - Slack/Teams messages

2. QR Code:

Download the QR code and use on: - Business cards - Flyers and brochures - Posters and signage - Product packaging - Event materials - Print advertising - In-store displays - Presentation slides

3. Share Button:

Use the built-in share function to: - Copy URL to clipboard - Generate social media posts - Create email templates - Download QR code - Get embed code (if available)

Managing Your IQ Bot¶

Dashboard Overview¶

IQ Bots Dashboard:

┌────────────────────────────────────────────────┐
│  IQ Bots                                       │
│  View and manage IQbots                        │
│                                [+ Add New Bot] │
├────────────────────────────────────────────────┤
│                                                │
│  IQ Bot Engagement                             │
│  ├─ Count Per Month:           0               │
│  ├─ Active IQBots Per Month:   0               │
│  └─ Show Total Count:          6               │
│                                                │
│  Active IQBots (0)                             │
│  [Search Active IQ bots]                       │
│  [Empty state]                                 │
│                                                │
│  Inactive IQBots (2)                           │
│  [Search Inactive IQ bots]                     │
│  ┌──────────────┐  ┌──────────────┐           │
│  │ Adbot1       │  │ Trading Bot  │           │
│  │ Created 107  │  │ Created 107  │           │
│  │ days ago     │  │ days ago  ⋮ │           │
│  │              │  │              │           │
│  │ URL + QR     │  │ URL + QR     │           │
│  │ [Download]   │  │ [Download]   │           │
│  └──────────────┘  └──────────────┘           │
│                                                │
│  Deleted IQBots (0)                            │
│  [Empty state]                                 │
│                                                │
└────────────────────────────────────────────────┘

Bot Actions¶

Available Actions (⋮ Menu):

Bot Actions:
├── Edit
│   └─ Modify General settings, tabs
├── Analytics
│   └─ View detailed usage metrics
├── Share
│   └─ Access URL and QR code
├── Activate / Deactivate
│   └─ Toggle bot status
└── Delete
    └─ Move to deleted (30-day recovery)

Edit¶

Modify Bot Settings:

Edit Menu → Opens configuration pages:
├─ General Settings
│  ├─ Change name (if not yet used)
│  ├─ Update description
│  ├─ Switch AI Bot
│  ├─ Change tab orientation
│  └─ Update logo
└─ Tabs
   ├─ Add new tabs
   ├─ Edit existing tabs
   ├─ Reorder tabs
   └─ Delete tabs

Changes to Active Bots

Changes to active IQ Bots take effect immediately. Preview before saving.

Analytics¶

View Performance Metrics:

Analytics Dashboard:
├─ Daily / Weekly / Monthly / Custom views
├─ Total Tab Views
├─ Average Time Spent on Tab
├─ Daily Tab Clicks
├─ IQ Bot Interactions (chart)
├─ Popular Tabs (ranking)
├─ Geographic Analytics
└─ Platform Breakdown

See Analytics Guide for detailed information.

Access Sharing Options:

Share Panel:
├─ Copy URL to clipboard
├─ Download QR Code (PNG)
├─ Email sharing template
├─ Social media posts
└─ Embed code (if available)

Activate / Deactivate¶

Toggle Bot Status:

Status Toggle:
Active → [Deactivate] → Inactive
Inactive → [Activate] → Active

When Inactive: - URL returns "inactive" message - Not accessible to public - Can still be edited and tested - Analytics not tracking

When Active: - URL is publicly accessible - QR code works - Analytics tracking enabled - All features live

Delete¶

Remove IQ Bot:

Delete Process:
1. Click Delete
2. Confirm deletion
3. Bot moves to "Deleted IQBots"
4. 30-day recovery period
5. Permanent deletion after 30 days

Deleted Bot Actions:

Deleted IQBots:
├── Restore
│   └─ Moves back to Inactive
└── Delete Permanently
    └─ Immediate permanent deletion

Permanent Deletion

After 30 days or manual permanent deletion, IQ Bots cannot be recovered. All tabs and settings are lost.

Best Practices¶

Tab Strategy¶

Recommended Tab Combinations:

Basic (3-4 tabs):

┌─────────┬──────┬──────────┬─────────┐
│ Welcome │ Chat │ Calendar │ Buy Now │
└─────────┴──────┴──────────┴─────────┘

Standard (5-6 tabs):

┌─────────┬──────┬──────────┬───────┬──────┬──────┐
│ Welcome │ Chat │ Calendar │ Video │ Docs │ Buy  │
└─────────┴──────┴──────────┴───────┴──────┴──────┘

Comprehensive (7+ tabs):

┌─────────┬──────┬──────────┬───────┬──────┬──────┬─────────┬────────┐
│ Welcome │ Chat │ Calendar │ Video │ Docs │ Buy  │ Reviews │ Custom │
└─────────┴──────┴──────────┴───────┴──────┴──────┴─────────┴────────┘

Content Guidelines¶

Welcome Tab: - Brief introduction (2-3 sentences) - Clear value proposition - Visual elements (logo, images) - Call-to-action

Chat Tab: - Pre-configure AI Bot thoroughly - Test common questions - Set up human handoff - Add office hours message

Calendar Tab: - Use reputable scheduling tools - Show availability clearly - Include time zone - Add confirmation messages

Buy Now Tab: - Clear product information - Multiple payment options - Secure checkout process - Mobile-optimized

URL and QR Code Usage¶

URL Best Practices: - Use short, memorable bot names - Include in email signatures - Add to social media bios - Link from website footer - Include in marketing materials

QR Code Best Practices: - Download high-resolution version - Test before printing - Place at eye level - Include short text instructions - Use contrasting background - Ensure adequate size (minimum 2cm x 2cm)

Testing Checklist¶

Before activating:

Troubleshooting¶

Common Issues and Solutions¶

Issue: "No AI Bot available in dropdown"

Cause: No AI Bot created yet
Solution:
1. Navigate to AI Bot section
2. Create new AI Bot
3. Train it on your data
4. Return to IQ Bot creation
5. Select your AI Bot from dropdown

Issue: Tab not displaying content

Cause: Incorrect embed code or URL
Solution:
1. Verify URL is accessible
2. Check for typos
3. Try "Link" instead of "Embed"
4. Test URL in browser first
5. Check X-Frame-Options on external site

Issue: QR code not generating

Cause: Bot not saved yet
Solution:
1. Save IQ Bot first
2. QR code generates automatically
3. Access from Share menu
4. Download from Inactive/Active bot card

Issue: Can't reorder tabs

Cause: Not using drag handle
Solution:
1. Click ⋮⋮ drag handle on left of tab
2. Drag up or down
3. Release when in desired position
4. Save changes

Issue: Changes not reflecting

Cause: Cache or not saved
Solution:
1. Ensure you clicked Save
2. Hard refresh browser (Ctrl+Shift+R)
3. Clear browser cache
4. Try incognito/private mode
5. Check if bot is Active

Issue: Analytics showing zero

Cause: Bot is inactive or no visits yet
Solution:
1. Activate bot
2. Visit URL to test
3. Wait 1-2 hours for data processing
4. Check if tracking is enabled
5. Verify bot is publicly accessible

Next Steps¶

Congratulations! Your IQ Bot is now live. Here's what to do next:

Monitor Performance¶

Track Key Metrics:

Week 1:
├─ Monitor which tabs get most clicks
├─ Check average time on each tab
├─ Review chat interactions
└─ Identify any issues

Week 2-4:
├─ Analyze popular tabs
├─ Optimize underperforming tabs
├─ A/B test different content
└─ Add new tabs based on data

Optimize Content¶

Continuous Improvement: - Review analytics weekly - Update content based on feedback - Add new tabs for emerging needs - Remove low-performing tabs - Test different tab orders - Improve AI Bot responses

Scale Your Usage¶

Expand Your IQ Bot Strategy: - Create multiple IQ Bots for different campaigns - Use for events, products, services - Integrate with marketing automation - Track ROI and conversions - Share best practices with team

You're All Set!

Your IQ Bot is now live and ready to engage users. Monitor analytics, gather feedback, and continuously improve your mini-site.

Need Help? Contact support at support@iquivity.ai

Last Updated: December 6, 2025 | Version: 2.0

Getting Started with IQ Bot¶

Prerequisites¶

Quick Start Overview¶

Step 1: Access IQ Bot Dashboard¶

Navigate to IQ Bots¶

Step 2: Configure General Settings¶

Page: General¶

Configuration Fields¶

AI Bot (Required)¶

Name (Required)¶

Description (Optional)¶

Tab Orientation (Required)¶

Tab Style¶

Upload Logo¶

Team Sharing¶

Step 3: Create and Configure Tabs¶

Page: Tabs¶

Select Tab Dropdown¶

Tab Configuration¶

Tab Header¶

Title (Required)¶

Description (Optional)¶

Select Content Type¶

Link Configuration¶

Enter Link URL (Required)¶

Button Text (Required)¶

Description (Optional)¶

Embed Configuration¶

Tab Examples¶

Example 1: Welcome Tab¶

Example 2: Buy Now Tab¶

Example 3: Calendar Tab¶

Example 4: Video Tab¶

Adding Multiple Tabs¶

Preview Mode¶

Step 4: Review and Test¶

Test Your Configuration¶

Test Each Tab¶

Common Issues¶

Step 5: Activate and Share¶

Save Your IQ Bot¶

Access Your IQ Bot¶

Activate Your IQ Bot¶

Share Your IQ Bot¶

Managing Your IQ Bot¶

Dashboard Overview¶

Bot Actions¶

Edit¶

Analytics¶

Share¶

Activate / Deactivate¶

Delete¶

Best Practices¶

Tab Strategy¶

Content Guidelines¶

URL and QR Code Usage¶

Testing Checklist¶

Troubleshooting¶

Common Issues and Solutions¶

Next Steps¶

Monitor Performance¶

Optimize Content¶

Scale Your Usage¶