Welcome to the Exo-Chatbot platform! This guide will walk you through the first essential steps: creating your account and sharing access with your team. Whether you are a new client signing up for the first time or an administrator setting up a bot for your team, this document has you covered.

Let's get you set up.

Part 1: For New Users - Creating Your Account

If you are a new client or an external collaborator, you can create your own account through our self-signup portal.

Step-by-Step Guide:

  1. Go to the Signup Page: Open your web browser and navigate to https://bots.exotel.com/bot/chat/login/.

  2. Fill Out Your Details: Complete the registration form with the required information.

  3. Check Your Email: After submitting, you will receive an email from us containing your login details and a link to set your password.

  4. Create a Secure Password: Follow the link in the email. You will be asked to create a password that meets our security standards:

    • Must be between 8 and 32 characters long.

    • Must contain at least one lowercase letter (a-z).

    • Must contain at least one uppercase letter (A-Z).

    • Must contain at least one number (0-9).

    • Must contain at least one special character (e.g., @, $, !, &).

Once your password is set, you are ready to log in!

Part 2: For Administrators - Creating and Sharing a Bot

This section is for Exotel employees or users with Super Admin privileges who need to create a new chatbot and invite others to collaborate.

Step-by-Step Guide:

  1. Log In and Create the Bot:

    • Log in to the console using the G-Suite Sign In option.

    • From the main dashboard, click the “Build Bot” button to begin.


    • Provide the basic details for your new bot. As the creator, you will automatically be assigned the Super Admin role for this bot.

  2. Invite Your Team:

    • Open the bot you just created and navigate to the Users section from the side menu.

    • Click the Invite Users button.
      Select the Invite Users option.

    • Enter the email address of the person you want to add.

    • Important: Select the correct Access Role. For clients and external collaborators, always choose the Admin role. The Super Admin role should be reserved for internal staff who need publishing rights.

    • Click Send Invite.

  3. What Happens Next:

    • The user you invited will receive an email. They will need to accept the invitation and set up their password to access the bot.

    • Once they log in, they will have the permissions associated with the role you assigned them.

Understanding User Roles

  • Super Admin: This role has full control over the bot, including the critical ability to publish changes to the live environment. This role is typically for internal Exotel employees or project leads.

  • Admin: This role can do almost everything a Super Admin can, including building and editing conversational flows. However, an Admin cannot publish the bot. Any changes they make must be reviewed and published by a Super Admin.

Best Practices for a Smooth Start

  • Verify Emails Before Inviting: Double-check that you have the correct email address before sending an invitation to avoid security risks.

  • Assign Roles Carefully: Always grant the minimum necessary permissions. For most collaborators, the "Admin" role is sufficient and safer.

  • Communicate with Your Team: After sending an invite, let the person know to expect an email so they can get set up quickly.