IAM.Bot user manual
Screen-by-screen instructions, exact controls, safe examples, CLI/API alternatives and recovery paths for IAM.Bot.
Start with the section that matches the label in the application. Each page explains what the screen does, what to click, which value to enter, how to verify success and how to recover without duplicating an operation.
Documented surfaces
- Organization registration — Creates an IAM.Bot tenant and its first administrator with a unique slug.
- Dashboard — Shows widget state, conversations, leads, API keys, plan limits and quick actions.
- Configuration: overview — Defines widget name, domain allowlist, system prompt, generation limits and active profile.
- Configuration: funnel — Configures qualification stages, required lead fields and transition prompts.
- Configuration: knowledge — Adds fragments/collection, runs a test query and restricts the widget knowledge scope.
- Configuration: lead channels — Connects Telegram/email channels, secrets and test lead delivery.
- Widget installation — Shows the verified script tag, theme and widget credential/connection state.
- Conversations and leads — Searches sessions, transcripts, funnel stage, lead fields and delivery attempts.
- Users — Creates console users, assigns roles and manages their state in the organization.
- Organizations — Platform-admin surface for tenants, plan, domains, widget slug and enable/disable state.
- API keys — Creates scoped API keys, shows the value once and supports revocation.
- Webhooks — Delivers selected IAM.Bot events with an HMAC-SHA256 signature.
- Plan and limits — Shows current plan, usage/limits, upgrade and subscription cancellation.
Application
How to use Organization registrationCreates an IAM.Bot tenant and its first administrator with a unique slug.
How to use DashboardShows widget state, conversations, leads, API keys, plan limits and quick actions.
How to use Configuration: overviewDefines widget name, domain allowlist, system prompt, generation limits and active profile.
How to use Configuration: funnelConfigures qualification stages, required lead fields and transition prompts.
How to use Configuration: knowledgeAdds fragments/collection, runs a test query and restricts the widget knowledge scope.
How to use Configuration: lead channelsConnects Telegram/email channels, secrets and test lead delivery.
How to use Widget installationShows the verified script tag, theme and widget credential/connection state.
How to use Conversations and leadsSearches sessions, transcripts, funnel stage, lead fields and delivery attempts.
How to use UsersCreates console users, assigns roles and manages their state in the organization.
How to use OrganizationsPlatform-admin surface for tenants, plan, domains, widget slug and enable/disable state.
How to use API keysCreates scoped API keys, shows the value once and supports revocation.
How to use WebhooksDelivers selected IAM.Bot events with an HMAC-SHA256 signature.
How to use Plan and limitsShows current plan, usage/limits, upgrade and subscription cancellation.
IAM.Bot: CLI and APICopy-safe command examples, expected results and recovery rules for IAM.Bot.