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

https://app.iambot.ru