CogniFlex Documentation

Welcome to CogniFlex, your AI-powered knowledge assistant platform. Build intelligent chatbots trained on your own data, customize them to match your brand, and deploy anywhere in minutes.

New to CogniFlex? Start with our Quick Start guide to create your first AI bot in under 5 minutes.

No-Code Bot Builder

Create sophisticated AI chatbots without writing a single line of code.

Train on Your Data

Upload documents, websites, or text to train bots on your specific knowledge.

Full Customization

Match your brand with custom colors, logos, and conversation styles.

Instant Deployment

Deploy to your website or share via link in seconds.

Quick Start Guide

Get your first CogniFlex bot up and running in just a few steps:

Create an Account

Sign up at CogniFlex with your company details. You'll receive instant access to your dashboard.

Create a Workspace

Workspaces help you organize bots by project, department, or use case. Create your first workspace from the dashboard.

Build Your Bot

Click "Create Bot" and choose a template or start from scratch. Give your bot a name and description.

Add Training Data

Upload documents (PDF, Word, TXT), paste text, or provide website URLs for your bot to learn from.

Test and Deploy

Use the preview feature to test your bot, then embed it on your website or share the direct link.

Core Concepts

Workspaces

Workspaces are containers for your bots. They allow you to:

Bots (Coaches)

Bots are your AI assistants. Each bot can be trained on specific knowledge and customized for its purpose:

Training Data

Your bot learns from the content you provide. Supported formats include:

Type Supported Formats Best For
Documents PDF, DOCX, TXT Manuals, guides, policies
Websites URL crawling Help centers, product pages
Text Plain text, Q&A pairs FAQs, custom responses

Creating a Bot

To create a new bot:

  1. Navigate to your workspace
  2. Click the + Create Bot button
  3. Enter a name and description for your bot
  4. Choose initial settings (you can change these later)
  5. Click Create to finish
Tip: Use descriptive names like "Customer Support - Products" rather than generic names like "Bot 1" to keep your workspace organized.

Training Your Bot

Training is the process of teaching your bot about your specific domain knowledge. The more relevant content you provide, the better your bot will perform.

Adding Training Sources

  1. Open your bot from the workspace
  2. Navigate to the "Knowledge Base" or "Training" section
  3. Choose your source type (Document, URL, or Text)
  4. Upload or enter your content
  5. Click "Process" to begin training
Note: Training may take a few minutes depending on the amount of content. You'll receive a notification when it's complete.

Customization

Make your bot match your brand identity:

Embedding on Your Website

Add your CogniFlex bot to any website with a simple embed code:

<!-- CogniFlex Chat Widget -->
<script src="https://your-domain.com/widget.js"></script>
<script>
  CogniFlex.init({
    botId: 'YOUR_BOT_ID',
    position: 'bottom-right'
  });
</script>

You can find your specific embed code in the bot's "Deploy" or "Integration" settings.

User Authentication

CogniFlex supports multiple authentication methods to identify and manage bot users:

Method Description Use Case
No Authentication Anyone can chat with the bot Public websites, general support
URL with Unique Code Users access via personalized link Email campaigns, registered users
6-Digit PIN Users enter a PIN to start chatting Internal tools, member-only access
User ID & Password Full login credentials required Secure applications, employee bots

Managing Workspaces

Access workspace settings to configure:

Analytics & Insights

Track your bot's performance with built-in analytics:

Coming Soon: Advanced analytics with conversation transcripts, sentiment analysis, and custom reports.