MxChat Multi-Bot Manager

Create unlimited specialized chatbots, each with its own knowledge base, personality, and configuration. Perfect for businesses needing different bots for support, sales, technical help, or department-specific assistance.

Requirements

  • MxChat Core Plugin (installed and activated)
  • MxChat Pro License (active)
  • Pinecone API key and separate indexes for each bot (optional but recommended)

Quick Setup

  1. Install the Plugin: Upload and activate MxChat Multi-Bot Manager through your WordPress plugins page
  2. Verify License: Ensure your MxChat Pro license is active in MxChat → License Activation
  3. Create Your First Bot: Navigate to MxChat → Multi-Bot Manager and click “Add New Bot”
  4. Configure Bot Settings: Set Bot ID, name, and customize behavior
  5. Connect Knowledge Base: Add Pinecone host URL for this bot’s dedicated knowledge base
  6. Deploy Your Bot: Copy the shortcode and paste it on any page or use the page meta box

Core Features

Unlimited Bot Creation

Create as many specialized chatbots as you need. Each bot maintains its own configuration, settings, and behavior independently.

Dedicated Knowledge Bases

Connect each bot to its own Pinecone index for completely separate knowledge retrieval. Configure individual similarity thresholds per bot for precise responses.

Per-Bot Customization

  • AI Model Selection: Choose different models (GPT-4, Claude, Gemini, etc.) for each bot
  • System Prompts: Define unique AI behavior and personality per bot
  • Welcome Messages: Set personalized greetings for different use cases
  • Quick Questions: Configure bot-specific suggested questions
  • Streaming Control: Enable or disable response streaming per bot
  • Rate Limits: Set custom rate limits for each bot individually

Flexible Deployment

Deploy different bots on different pages using shortcodes: [mxchat_chatbot bot_id="support" floating="yes"] or use the MxChat Settings meta box on each page to select which bot displays.

Integrated Management

  • Bot dropdown selector in Knowledge Base section for managing each bot’s content
  • Per-bot action controls from the Actions page
  • Page-specific bot assignment via meta box in page editor
  • One-click bot duplication for rapid deployment

Creating Your First Bot

  1. Navigate to Multi-Bot Manager: Go to MxChat → Multi-Bot Manager
  2. Click “Add New Bot”: Start the bot creation process
  3. Set Bot ID: Enter a unique identifier using lowercase letters, numbers, and underscores (e.g., “customer_support”)
  4. Name Your Bot: Give it a descriptive display name (e.g., “Customer Support Assistant”)
  5. Select AI Model: Choose a specific model or leave blank to use the default
  6. Configure Knowledge Base: Add your Pinecone host URL and set similarity threshold
  7. Customize Chat Interface: Set welcome message and chat window title
  8. Add System Instructions: Define the bot’s behavior and personality
  9. Set Quick Questions: Add up to 3 primary questions plus unlimited additional ones
  10. Save and Deploy: Save your bot and copy the shortcode for deployment
Pro Tip: Bot IDs cannot be changed after creation, so choose carefully. Use descriptive IDs like “sales_bot” or “tech_support” for clarity.

Deploying Your Bots

Method 1: Shortcodes

Use shortcodes to place specific bots on pages:

  • Floating Bot: [mxchat_chatbot floating="yes" bot_id="support"]
  • Embedded Bot: [mxchat_chatbot floating="no" bot_id="sales"]

Method 2: Page Meta Box

When editing any page or post, look for the “MxChat Settings” meta box. Select which bot should display on that specific page and choose floating or embedded mode. This overrides global settings.

Method 3: Knowledge Base Management

Navigate to MxChat → Knowledge Base and use the bot dropdown at the top to switch between bots and manage each one’s content independently.

Method 4: Action Controls

Go to MxChat → Actions to enable or disable specific actions for each bot individually, customizing what each bot can do.

Configuration Guide

Bot ID Guidelines

  • Use lowercase letters, numbers, and underscores only
  • Keep it descriptive but concise (e.g., “hr_assistant”, “sales_team”)
  • Cannot be changed after creation
  • Must be unique across all bots

AI Model Selection

Each bot can use a different AI model. Choose based on your needs:

  • GPT-4o: Recommended for general use, balanced performance
  • GPT-4: Best for complex reasoning tasks
  • Claude Opus: Excellent for detailed, nuanced responses
  • Gemini Flash: Fast and cost-effective

Leave blank to use your default model setting from main MxChat configuration.

Knowledge Base Setup

Connect each bot to its own Pinecone index for complete knowledge isolation:

  • Use different indexes for complete separation
  • Or use namespaces within the same index
  • Configure similarity thresholds (0-100%) based on knowledge base quality
  • Higher thresholds = stricter matching, fewer but more accurate results

System Prompts

Define each bot’s personality and behavior with custom instructions:

Example for Support Bot:
“You are a helpful customer support assistant for [Company Name]. Focus on solving customer problems quickly and escalating complex issues when necessary. Always be friendly and professional.”

Example for Sales Bot:
“You are an enthusiastic sales assistant. Help users understand our products, compare features, and guide them toward making informed purchase decisions. Be persuasive but never pushy.”

Rate Limits

Set custom rate limits per bot to control usage:

  • Toggle “Override Default Rate Limits” to enable custom settings
  • Configure limits per user role (Administrator, Subscriber, Logged Out, etc.)
  • Set limits and timeframes (per hour, day, week, month)
  • Add custom rate limit messages for each role

Advanced Features

Bot Duplication

Quickly create similar bots using the duplicate feature. Perfect for:

  • Creating language variations (e.g., “Support – English”, “Support – Spanish”)
  • Testing different configurations
  • Setting up similar departments with slight differences

Click “Duplicate” on any bot, enter a new name, and all settings are copied instantly.

Streaming Control

Enable or disable real-time streaming responses per bot. Streaming shows responses as they generate (typewriter effect), while disabled mode loads complete responses at once. Some use cases benefit from instant full responses.

Status Monitoring

Visual indicators show which bots are active (have knowledge bases connected) and which need configuration. Easily identify your bot ecosystem at a glance.

Troubleshooting

Bot not responding correctly

  • Verify Pinecone host URL is correct and accessible
  • Check that knowledge base has content for this bot
  • Adjust similarity threshold (try lowering it to 60-70%)
  • Review system prompt instructions for clarity
  • Ensure AI model is properly configured

Shortcode not working

  • Verify bot ID exists and is spelled correctly
  • Ensure MxChat core plugin is active
  • Confirm Pro license is activated
  • Check that bot has been saved properly
  • Try [mxchat_chatbot bot_id="your_bot_id"] format

Bot ID already exists error

Bot IDs must be unique. Choose a different ID or delete the existing bot with that ID first. Remember, Bot IDs cannot be changed after creation.

Knowledge base not switching

  • Go to MxChat → Knowledge Base
  • Use the bot dropdown selector at the top of the page
  • Select your specific bot from the dropdown
  • Content will automatically filter to that bot’s knowledge base

Rate limits not applying

  • Ensure “Override Default Rate Limits” is toggled ON
  • Save the bot after changing rate limit settings
  • Clear any caching plugins
  • Test with different user roles

Page meta box not showing

  • Edit any page or post
  • Look for “MxChat Settings” box in the sidebar or below editor
  • If hidden, check Screen Options at top and enable “MxChat Settings”
  • Ensure Multi-Bot Manager is activated

Frequently Asked Questions

How many bots can I create?

Unlimited! Create as many specialized bots as you need for different departments, languages, or use cases.

Do I need separate Pinecone accounts for each bot?

No, you can use the same Pinecone account with different indexes or namespaces. Separate indexes provide complete isolation between bots’ knowledge bases.

Can I use different AI models for different bots?

Yes! Each bot can use a different AI model. Choose GPT-4 for one bot, Claude for another, and Gemini for a third based on your specific needs.

How do I manage knowledge base content for different bots?

Navigate to MxChat → Knowledge Base and use the bot dropdown selector at the top. Switch between bots to manage each one’s knowledge base independently.

Can I copy settings from one bot to another?

Yes, use the “Duplicate” feature in the bot list. This creates an exact copy with a new ID and name, which you can then modify as needed.

How do I set different bots for different pages?

When editing any page or post, use the “MxChat Settings” meta box to select which specific bot displays on that page and choose floating or embedded mode.

Can I disable the global bot and use page-specific bots?

Absolutely! Disable the global “append to body” setting in main MxChat settings, then use the meta box or shortcodes to control exactly where and which bots appear.

What happens if I delete a bot?

The bot configuration is permanently deleted. Any pages using that bot’s shortcode will default to the main chatbot. Knowledge base content in Pinecone remains intact.

Can I enable different actions for different bots?

Yes! Go to MxChat → Actions and enable or disable specific actions for each bot individually. Customize what each bot can do based on its purpose.

Do bots share conversation history?

No, each bot maintains separate conversation tracking. This ensures clean data separation and proper analytics per bot.

Best Practices

Naming Conventions

  • Use clear, descriptive bot IDs: “customer_support” not “bot1”
  • Include purpose in bot name: “Technical Support Assistant” not just “Tech”
  • For multi-language: “support_en”, “support_es”, “support_fr”

Knowledge Base Organization

  • Use separate Pinecone indexes for completely different domains
  • Keep bot-specific content updated and relevant
  • Test similarity thresholds to find optimal accuracy
  • Remove outdated information regularly

System Prompt Guidelines

  • Be specific about bot’s role and limitations
  • Include escalation instructions for complex issues
  • Define tone and personality clearly
  • Test prompts and refine based on actual conversations

Performance Optimization

  • Use faster models (GPT-4o Mini, Gemini Flash) for simple tasks
  • Reserve premium models (GPT-4, Claude Opus) for complex bots
  • Set appropriate rate limits to control costs
  • Monitor bot usage and adjust as needed

Need Help?

If you’re experiencing issues not covered here:

  • Visit MxChat.ai for additional resources
  • Check our YouTube channel for video tutorials
  • Review the Multi-Bot Manager FAQ section in your WordPress admin
  • Contact MxChat support with your license key and specific bot configuration details