Create a bot

Start with a name and optional description in the Create New Bot dialog. Pegasus then opens the bot detail page, where you add documents, configure its behavior, and start training.

Create New Bot dialog

Open the create dialog#

From the Dashboard, click Create new chatbot (top right). With no bots yet, the empty list also offers Create now.

When you cannot create a bot, the button is disabled and the reason appears next to it:

Name and description#

Pick a name that describes the bot's purpose to your users. "HR Assistant" or "Product FAQ" is better than "Bot 1".

Click Create Bot to save the bot and open its detail page. Creation does not upload documents or start training.

The bot detail page#

The bot detail page has four tabs: General, Training sources, Embed, and API. Each tab uses the same layout: the main settings on the left and a side column on the right with related information and, where it applies, the Danger zone. On narrow windows the side column moves below the main content.

Add documents in Training sources#

Open Training sources and drag PDF, DOCX, MD, or TXT files into the upload zone. Each file must be under 20 MB. You can add more later, so it is fine to start with one or two documents.

Documents stay in the bot's knowledge base until you delete them.

Supported formats and storage limits#

Maximum 20 MB per file. Each plan also caps total document storage per bot.

Manage documents from the bot detail page#

1. Open the bot detail page

   Click the bot row or card on the Dashboard.

2. Switch to Training sources

   Documents are listed first. The Training panel sits beside them, and the System prompt and Max Mode sections are below.

3. Drag files into the upload zone

   Or click the upload zone to pick from your file browser. Multi-select works. When documents already exist, use Upload more documents.

4. Wait for the upload

   Pegasus shows "Uploading…" and then "Document uploaded successfully." Failed uploads are reported individually.

Training sources tab with documents and the Training panel

Files Pegasus skips automatically#

Pegasus may skip files during a batch upload. The reasons are reported with a toast:

• "File is too large. Maximum size is 20MB." - one file is over the per-file cap.
• "{count} files were skipped (over 20MB)." - several files in the batch are over the cap.
• "{count} files were skipped because they exceed the remaining {remaining} storage." - the bot has used most of its storage; some files in the batch do not fit.

Other files in the same batch are uploaded normally.

After uploading#

Uploaded files appear under Documents ({count}) with their size, the date they were added, and a delete button. The bot status becomes Not trained, or Needs retraining if the bot was Ready. Train the bot so it can use the new content.

Click the trash icon next to a file to remove it. Pegasus asks for confirmation. After deletion, a Ready bot becomes Needs retraining, so train it again to make the bot forget that content.

The Document storage meter shows how much of the bot's storage is used as "{used} of {limit}". When the cap is reached you see "Document storage limit reached for this bot."

See File formats & limits for recovery options.

Choose a document reader#

Before training, Pegasus reads the text out of your files. The Document reader option in the Training panel controls how it does that:

Document reader selector in the Training panel

On Free, the selector notes: "Standard needs a Pro or Ultra plan. Free workspaces can use Quick or Scanned files." Otherwise it reminds you: "Use Scanned files for PDFs that are images of text."

You can change the reader before each training run. The choice applies to the next training only; documents already processed are not read again automatically.

If a PDF has no selectable text, training fails with a message that suggests training it again with Scanned files (OCR). See Training failed.

Configure behavior and personality#

On Training sources, use the System prompt section. The system prompt steers how the bot answers. It does not change what the bot knows - that still comes from your documents - but it shapes tone, format, persona, language, and answer length.

The system prompt is optional. Leave it blank for a neutral assistant, or add instructions like:

You are a friendly HR assistant. Always reply politely and end with emoji.

When to set a system prompt#

Use one when you want:

• A consistent tone such as polite, concise, friendly, or formal.
• A clear persona such as "You are the HR Assistant for Acme Corp."
• A required answer format such as bullets plus a one-line summary.
• A language rule such as "always reply in Vietnamese."
• A safety rule such as "if the answer is not in the documents, say you do not know."

System prompt editor

When prompt changes apply#

System prompt changes apply to new conversations. They do not change replies in existing conversations. Click Save changes to save the edit. Pegasus confirms: "System prompt saved successfully."

The prompt cannot give the bot knowledge it does not have, guarantee perfect compliance on every answer, or bypass the underlying model's safety filters.

General settings after creation#

The General tab is where you edit the bot's name, description, and avatar. These changes do not affect training, and you can update them any time.

The side column shows a Preview of how the bot appears in chats and the embed widget, with its Created and Last updated dates, followed by the Danger zone.

Name and description#

• Chatbot name appears on the Dashboard, the Chat Workspace header, and the embed widget.
• Short description is optional and supports up to 200 characters.

Avatar#

Upload a small image for the bot's avatar.

• Formats: JPG, PNG, WebP
• Max size: 5 MB
• Crop: Pegasus does not crop, so roughly square images look best

Click Upload to add an image. Click Remove to fall back to the generated initial-based avatar.

General tab on bot detail

Save changes#

Edits stay pending until you click Save changes. Leaving the tab without saving discards the edits. Pegasus confirms: "Bot updated successfully."

Save and train#

After your documents finish uploading, choose a document reader in the Training panel and click Train bot. The bot shows Training while it runs, then Ready when finished. You can leave the detail page because training continues in the background. See Train your bot.

Training uses credits based on document size. Make sure you have enough daily credits before training a large set of documents.

Plan limits#

• Free plan allows up to 2 bots.
• Pro plan allows up to 10.
• Ultra plan allows up to 50.

Only bots you own count toward the limit. See Bot limit reached for what to do when you hit it.

Delete the bot#

Deleting a bot is permanent and cannot be undone. Pegasus does not provide a restore window.

What gets deleted#

• The bot record (name, description, avatar, system prompt, Max Mode setting)
• All documents in its knowledge base
• All conversation history with this bot
• The trained index
• The embed widget, if any
• All active widget visitor sessions

What does not get deleted#

• Daily credits already used
• Usage figures already recorded for the date range

How to delete#

1. Open the bot's General tab

   Click the bot row or card on the Dashboard, then switch to the General tab if it is not already open.

2. Find Danger zone

   It is in the side column, below the Preview; on narrower windows it is at the bottom of the page.

3. Click Delete chatbot

   A confirmation dialog appears: "Are you absolutely sure?"

4. Confirm deletion

   Read the warning carefully, then click Delete. The bot is removed and you return to the Dashboard.

Delete confirmation dialog

Toast feedback:

• Success: "Chatbot deleted successfully."
• Failure: "Failed to delete chatbot."

Before deleting, consider whether you only need to remove documents and retrain, or stop sharing the bot with a team instead.