Guidebeginner level
Chatbot SetupChatbot InformationKnowledge StructureOperationsTour Configuration

Chatbot Information

Set up structured information sections and fields that your chatbot uses as trusted context for tour-specific answers.

28 March 2026
6 min read
Chatbot Information

What this guide covers

This guide explains how to configure Chatbot Information for a tour location. You will work with sections and fields, update values, and save structured context the chatbot can use in responses.

Before you start

  • You have selected the correct tour location in Chatbot.
  • You have already saved the chatbot configuration for that location.
  • You are in Chatbot > Settings.

1) Open Chatbot Information

  1. In Settings, locate Chatbot Information Sections.
  2. Click Expand.
  3. Confirm existing sections load.

If this is your first setup, a default General Information section is created automatically.

2) Review the default section and fields

The default section includes common baseline fields, such as:

  • Company Name
  • Website
  • Address
  • General Description
  • Phone
  • Email

Use this as your initial foundation, then tailor for your tour and operations.

3) Add and structure custom sections

  1. Click Add New Section.
  2. Set a clear Section Title (for example, Opening Hours, Facilities, or Membership Policies).
  3. Keep section names practical and internally consistent.
  4. Remove sections that are not needed.

Each section can be expanded or collapsed for cleaner editing.

4) Add and maintain fields in each section

  1. Click Add Field inside the section.
  2. Enter a clear field label.
  3. Enter a complete, accurate value.
  4. Remove outdated fields when content changes.

Field keys are normalised automatically on save, so keep labels readable and business-friendly.

5) Save and validate

  1. Click Save Sections.
  2. Confirm the success message.
  3. Refresh and verify section order and values persist.
  4. Check chatbot responses in testing flows to confirm the new information is reflected.

Common issues

  • Cannot edit information yet: save chatbot configuration first.
  • Section names are inconsistent: standardise naming before scaling content.
  • Outdated details still appear in responses: review saved field values and update source content.
  • Too much duplicate information: keep one canonical source per topic.

Validation checklist

  • Correct tour location selected before editing.
  • Default section exists (or intentional custom structure replaces it).
  • Section titles are clear and operationally meaningful.
  • Field values are accurate, current, and non-duplicative.
  • Save succeeds and data persists after refresh.

Final note

Treat Chatbot Information as controlled operational data, not free-form notes. Keep structure disciplined, values current, and ownership clear so answers remain consistent across teams and deployments.

Need help applying this in your rollout?

Book a walkthrough and we will map this guide into your current setup.