Create a bot

Creating a bot takes about a minute. Pegasus opens a 3-step wizard for the essentials, then lets you refine the bot from its detail page.

Create Bot wizard step 1

Open the wizard#

From the Dashboard, click Create new chatbot (top right) or the Create New Bot card if your list is empty.

Step 1 - Identity#

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

Step 2 - Add documents#

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 live in the bot's knowledge base and stay there until you delete them. The same knowledge base is available later from the Source settings tab.

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 card on the Dashboard.

2. Switch to Source settings

   The tab is at the top of the page.

3. Drag files into the upload zone

   Or click Upload more documents to pick from your file browser. Multi-select works.

4. Wait for processing

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

Source settings tab with knowledge base section

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.
• " files were skipped (over 20MB)." - multiple files in the batch are over the cap.
• " files were skipped because they exceed the remaining storage." - the bot has used most of its per-plan storage; some files in the batch do not fit.

Other files in the same batch are uploaded normally.

After uploading#

Uploaded files appear in the Documents list with their size and a delete button. The bot status switches to UNTRAINED (or OUTDATED if the bot was previously READY). You now need to train the bot before it can use the new content.

Click the trash icon next to a file to remove it. Pegasus asks for confirmation. After deletion, the bot status moves to OUTDATED (if it was READY), so retrain to make the bot forget that content.

When you are close to the cap, Pegasus shows " remaining." When the cap is hit you see "Document storage limit reached for this bot."

See Storage limit reached for recovery options.

Choose a parse provider#

Parsing is the first phase of training: Pegasus extracts text and structure from your raw documents and converts them to Markdown. Different parsers handle the same document differently, so choose the one that fits your content.

Parse provider selector

Use Marker when accuracy on scans, tables, or complex layouts matters most. Use LlamaParse when your files are already clean and text-native and you want faster turnaround.

You can change the provider before each training run. The choice applies to the next training only; previous parsed outputs are not re-parsed automatically.

If a parse fails, training reports an error and the bot returns to its previous status. Check the bot's Last error field, try the other provider, or simplify the offending document.

Step 3 - Behavior and personality#

The system prompt steers how the bot answers. It does not change what the bot knows - that still comes from your uploaded 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 retroactively change replies in existing conversations. Click Save changes to commit the edit. Toast confirms: "System prompt saved successfully."

The prompt cannot grant 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 surface details. These changes do not affect training, and you can update them any time.

Name and description#

• Name appears on the Dashboard card, the Chat Workspace header, and the embed widget greeting.
• 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. Closing the tab without saving discards the edits. A confirmation toast appears: "Bot updated successfully."

Save and train#

Click Save & Train at the bottom of step 3. Pegasus:

1. Creates the bot record.
2. Uploads your documents to its knowledge base.
3. Starts a training job automatically.

The bot enters PENDING status while the job runs, then READY when finished. You can close the wizard immediately because training continues in the background.

Training consumes credits proportional to document size. Make sure you have enough daily credit before starting a large document set.

Plan limits#

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

If you have hit the cap, the Create new chatbot button is disabled with a tooltip explaining the limit. See Bot limit reached for what to do.

Delete the bot#

Deleting a bot is permanent and cannot be undone. Pegasus does not provide a soft-delete or 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 against this bot
• The trained vector index
• The embed widget configuration, if any
• All active widget visitor sessions

What does not get deleted#

• Daily credit usage that has already been consumed
• Aggregated usage analytics already recorded for the date range

How to delete#

1. Open the bot's General tab

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

2. Scroll to Danger zone

   The section is at the bottom of the page.

3. Click Delete chatbot

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

4. Confirm deletion

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

Delete confirmation modal

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.