Skip to main content

Create Your Expert

Creating an expert in B-Bot is now streamlined for a quick start. You only need to provide basic information - all advanced features are available when you Edit the expert afterward.

Access Expert Manager

Method 1: Expert Card

Click the Expert Card below the logo in the sidebar

Method 2: Sidebar

Click Expert in the navigation menu

Create New Expert

Click the Create new Expert button to open the creation modal. Create Expert Modal

Fill in Basic Information

The simplified creation modal only requires three fields:
FieldDescriptionExample
NameDisplay name for your expertTechSupport AI
ProfessionRole or specialtyCustomer Support Specialist
DescriptionBrief purpose description (max 250 chars)Friendly AI assistant for smart home support
Create Expert Filled
Simplified Creation: The system automatically selects a small, efficient model based on your available provider keys. You can customize everything else by editing the expert after creation.

Pro Mode (Optional)

Toggle Pro Mode for additional options during creation. Most users can leave this off and configure settings later via Edit Expert.

Save and Proceed

Click Save and Proceed to create your expert. A confirmation dialog will appear - click OK to finalize.
That’s it! Your expert is created with default settings. Now edit it to add:
  • Profile picture
  • Abilities
  • Templates
  • Custom model selection
  • App connections
  • Team members

What Happens Automatically

When you create an expert, B-Bot:
  • βœ… Selects an efficient default model (e.g., GPT-4o-mini)
  • βœ… Uses your primary provider key
  • βœ… Sets up basic conversation capabilities
  • βœ… Makes the expert ready for chat immediately

Next Steps