Rename or edit a chatbot

What it is

General is the chatbot's identity card: its name, its description, and which template it was built from. Three fields, one save button.

Renaming a chatbot does not change the address of its public page. The handle in your link (agentency.com/{handle}-chatbot) is set once, when the chatbot is created, and changes only when you edit the handle itself. A rename never breaks a link, QR code, or iframe you have already shared.

General does not control visitor-facing colours (that is Appearance), the welcome message (that is Messages & language), or activation (that is Danger zone).

When you would use it

• The Chatbots list shows a name that made sense to you and to nobody else.
• You picked a template at create time that does not match the work.
• You want a description so teammates can tell two similar chatbots apart.

Where to find it

Open Dashboard → Chatbots → your chatbot → Settings → General (?tab=general).

Steps

1. Open the chatbot, go to Settings, and stay on the first tab, General.
2. Edit Name. It is required and accepts up to 255 characters. Keep it short and descriptive — it appears in the Chatbots list, in the header, and on the hosted page.
3. Edit Description (optional, up to 500 characters). It is internal-facing context and a subtitle in previews; it is not shown as a message to visitors.
4. Change Template only if you want that starter's defaults as a reference point. Switching a template never deletes knowledge, conversations, or instructions.
5. Select Save changes. The button only becomes available once something is actually different; Discard throws away unsaved edits.
6. Nothing to re-share: the public link stays the same after a rename. Visitors see the new name the next time they open it.

Renaming keeps your public link

When you save a new name, the handle stays exactly where it was. So:

• created as Support Bot → agentency.com/support-bot-chatbot
• renamed to Customer Help → still agentency.com/support-bot-chatbot, now showing "Customer Help"

Everything that points at the address keeps working: links in emails, signatures and printed material, QR codes, iframe embeds on other sites, and bookmarks your team saved.

The website widget is not affected either. It boots from a widget token, not from the name or handle.

If you want the public address to match the new name, change the handle on purpose — see Hosted page handle. That is a separate action, and it does retire the old address: links and QR codes carrying the old handle stop working.

What you will see

General is the first of seven settings tabs (General, Instructions, Appearance, Messages & language, AI configuration, Customer data, Danger zone). Each tab saves independently — editing General and switching to Appearance keeps your unsaved General edits in place, and the page warns you before you close the browser with unsaved changes anywhere.

The description field shows a character counter as you approach the limit.

Limits and plan notes

You need permission to edit chatbots. Viewers can read the settings but cannot save.

Name up to 255 characters, description up to 500. Names must be unique within your account when a chatbot is created — a duplicate is rejected on the create form with a "name already exists" error.

Changing the template does not consume credits or trigger retraining.

Common problems

Save changes stays greyed out.

Nothing has changed yet, or the name is empty. The button only activates on a real edit.

I get a length error on the description.

The cap is 500 characters. Shorten it, or move the detail into an instruction if it is meant to influence answers rather than to inform your team — see Write instructions.

I renamed the chatbot and my public link stopped working.

A rename alone does not do that — see the section above. Check whether the handle was also changed (the share drawer's Access → Custom link); if it was, the old address is gone, so either set the handle back to the old value or copy the new link from Integrations → Messaging → Direct link and update where you published it.

I changed the template and I think my files disappeared.

Templates never delete knowledge. Open the Knowledge tab and check. If it is genuinely empty, you are looking at a different chatbot, or you switched accounts — check the Accounts entry in the sidebar.

Can two chatbots share a name?

Not at create time — creating a second chatbot with an existing name is rejected. Give each one a qualifier ("Support — EN", "Support — Wholesale") so both your team and your URLs stay unambiguous.