Clio Logo

Documentation

Complete guide to setting up and using SupportBot for Discord AI automation.

Getting Started

Overview

SupportBot is an intelligent Discord bot management platform that provides AI-powered customer support, automated moderation, and comprehensive server management tools.

Key Features

  • AI-Powered Responses: Intelligent message processing with context-aware replies
  • Channel Monitoring: Flexible rules for monitoring specific channels or patterns
  • Human Escalation: Smart escalation to staff when AI can't help
  • Staff Messaging: Direct message notifications to selected staff members
  • Documentation Integration: Upload and compress documentation for AI context
  • Usage Analytics: Detailed insights into bot performance and usage
  • Member Management: Advanced moderation tools with permission checks
Prerequisites: You need Discord server admin permissions and a Discord application/bot token to get started.

Quick Start Guide

1. Login with Discord

Click "Log in with Discord" to authenticate with your Discord account. You'll need admin permissions on the servers you want to manage.

2. Add the Bot to Your Server

Navigate to your dashboard and select a server. If the bot isn't added yet, you'll see instructions to invite it with the proper permissions.

3. Configure Channel Monitoring

Set up which channels the bot should monitor:

  • Go to Channel Monitoring in your server dashboard
  • Add specific channels or use pattern matching (e.g., "support-*")
  • Enable the rules to start monitoring

4. Upload Documentation (Optional)

Provide context for better AI responses by uploading your documentation, FAQs, or knowledge base.

You're ready! The bot will now respond to messages in monitored channels and escalate to humans when needed.

Required Bot Permissions

For optimal functionality, the bot requires these Discord permissions:

Essential Permissions

  • Read Messages: To see messages in monitored channels
  • Send Messages: To respond with AI-generated content
  • Read Message History: For context and conversation flow
  • Mention Everyone: For escalation notifications to roles

Optional Permissions

  • Manage Messages: For advanced moderation features
  • Kick Members: For automated moderation actions
  • Ban Members: For severe rule violations
  • View Audit Log: For comprehensive logging
Permission Issues: If you see "insufficient permissions" errors, ensure the bot role is positioned above the roles it needs to manage and has the required permissions.

Configuration

Channel Monitoring Setup

Channel monitoring determines where your bot listens for messages and responds.

Monitoring Types

Specific Channels

Monitor individual channels by selecting them from the dropdown.

Pattern Matching

Use patterns to monitor multiple channels:

  • support-* - Matches support-general, support-billing, etc.
  • *-help - Matches any channel ending with "-help"
  • ticket- - Matches channels containing "ticket-"
No Active Rules: The bot will be completely disabled for your server until you add at least one active monitoring rule.

Pattern Types

  • Contains: Channel name contains the pattern
  • Starts with: Channel name begins with the pattern
  • Ends with: Channel name ends with the pattern
  • Regular Expression: Advanced pattern matching with regex

Human Escalation Configuration

Configure when and how the AI escalates messages to human moderators.

Escalation Triggers

The AI automatically escalates when it detects:

  • Complex issues requiring human judgment
  • Requests for sensitive information
  • Frustrated or angry users
  • Issues outside the bot's knowledge base
  • Explicit requests to speak with a human

Notification Methods

Role Mentions

Select Discord roles to mention when escalations occur. Useful for @support or @moderator roles.

Staff Direct Messages

Send private messages to specific staff members. Search and select team members who should receive escalation notifications.

Custom Channels

Send escalations to a specific channel (e.g., #staff-alerts) instead of the original channel.

Message Templates

Customize escalation messages with variables:

🚨 Escalation Alert: {user} needs human assistance in {channel}.
Reason: {reason}
Original message: {message}

Available variables: {user}, {message}, {reason}, {channel}

Documentation & Knowledge Base

Upload and manage documentation to improve AI response quality and accuracy.

Supported Formats

  • Text Files: .txt, .md (Markdown)
  • Documents: .pdf, .docx
  • Web Content: Import from URLs
  • Manual Entry: Create text documents directly

AI Compression

Use AI compression to reduce token usage while preserving important information:

  • Automatically summarizes long documents
  • Extracts key information and procedures
  • Reduces API costs while maintaining accuracy
  • Preserves important details and context
Best Practices: Upload FAQs, troubleshooting guides, product documentation, and common procedures for best results.

Organization Tips

  • Use descriptive names for uploaded documents
  • Keep documents focused on specific topics
  • Update documentation regularly
  • Remove outdated information promptly

Features & Usage

AI Response System

The AI response system processes messages and provides intelligent, context-aware replies.

How It Works

  1. User sends a message in a monitored channel
  2. AI analyzes the message for intent and context
  3. System checks uploaded documentation for relevant information
  4. AI generates a helpful response or escalates to humans
  5. Response is sent back to the channel

Response Quality Factors

  • Documentation Quality: Better docs = better responses
  • Message Clarity: Clear questions get better answers
  • Context History: AI considers recent conversation
  • User Intent: System recognizes different types of requests

Helpfulness Scoring

The system uses internal scoring to determine response quality:

  • Score ≥ 30: Response is sent to user
  • Score < 30: Message is escalated to humans
  • Rule Violations: Always responded to regardless of score
Continuous Learning: The AI improves over time as you add more documentation and the system learns from interactions.

Member Management & Moderation

Advanced tools for managing server members and automated moderation.

Available Actions

  • View Members: Browse all server members with search and filtering
  • Kick Members: Remove members from the server
  • Ban Members: Permanently ban members with optional reason
  • Send Direct Messages: Contact members privately
  • Role Management: View member roles and permissions

Permission Checks

The system automatically verifies permissions before allowing actions:

  • Checks if you have required permissions
  • Verifies role hierarchy (can't moderate higher roles)
  • Prevents actions on server owners
  • Logs all moderation actions

Automated Moderation

The AI can automatically detect and respond to:

  • Spam and repetitive messages
  • Inappropriate content
  • Rule violations
  • Harassment or toxic behavior
Use Responsibly: Always review automated actions and ensure your moderation policies are clearly communicated to members.

Usage Analytics & Insights

Monitor bot performance, usage patterns, and server activity with detailed analytics.

Available Metrics

  • Message Volume: Total messages processed over time
  • Response Rate: Percentage of messages that received AI responses
  • Escalation Rate: How often messages are escalated to humans
  • Token Usage: AI API consumption and costs
  • Channel Activity: Which channels are most active
  • User Engagement: Most active users and interaction patterns

Performance Indicators

Good Performance
  • High response rate (>80%)
  • Low escalation rate (<20%)
  • Consistent token usage
Needs Attention
  • High escalation rate (>40%)
  • Increasing token costs
  • Low user satisfaction
Optimization Tips: Use analytics to identify knowledge gaps, optimize documentation, and improve response quality.

Advanced Topics

API Integration & Webhooks

Integrate SupportBot with external systems and services for enhanced functionality.

Webhook Events

Configure webhooks to receive real-time notifications:

  • message.processed: When a message is processed by AI
  • escalation.created: When a message is escalated to humans
  • member.moderated: When moderation actions are taken
  • usage.threshold: When usage limits are reached

Webhook Payload Example

{
  "event": "escalation.created",
  "timestamp": "2024-01-15T10:30:00Z",
  "guild_id": "123456789",
  "channel_id": "987654321",
  "user_id": "456789123",
  "reason": "Complex technical issue",
  "message": "I need help with API integration",
  "escalation_id": "esc_abc123"
}

Rate Limiting

API requests are subject to rate limits:

  • Standard: 100 requests per minute
  • Burst: Up to 200 requests in 10 seconds
  • Daily: 10,000 requests per day
Rate Limit Headers: Check X-RateLimit-Remaining and X-RateLimit-Reset headers in API responses.

Security & Privacy

SupportBot implements comprehensive security measures to protect your data and server.

Data Protection

  • Encryption: All data encrypted in transit and at rest
  • Access Control: Role-based permissions and authentication
  • Data Retention: Configurable retention policies
  • Audit Logging: Comprehensive activity logs

Privacy Considerations

  • Message content is processed for AI responses only
  • No personal data is stored permanently
  • User consent required for data processing
  • GDPR and CCPA compliant

Best Practices

  • Regularly review bot permissions
  • Monitor unusual activity in analytics
  • Keep documentation free of sensitive information
  • Use role-based access for staff features
Security First: We prioritize security and regularly update our systems to protect against emerging threats.

Troubleshooting & Support

Common issues and solutions for SupportBot deployment and operation.

Common Issues

Bot Not Responding
  • Check if monitoring rules are active
  • Verify bot has message permissions in the channel
  • Ensure the channel matches your monitoring patterns
  • Check if the bot is online in your server
Permission Errors
  • Verify bot role is above managed roles
  • Check required permissions are granted
  • Ensure you have admin rights in the server
  • Try re-inviting the bot with updated permissions
Poor Response Quality
  • Upload more comprehensive documentation
  • Use AI compression to optimize content
  • Remove outdated or conflicting information
  • Provide clear, specific documentation

Getting Help

  • Documentation: Check this guide first
  • Analytics: Review usage patterns for insights
  • Logs: Check browser console for error messages
  • Support: Contact our support team for assistance
Debug Mode: Enable debug logging in your browser's developer tools to see detailed error information.
Documentation - SupportBot