> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dubot.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Build and publish a Wizard

> Configure a Wizard and make one governed placement available to users

Use a Wizard when you need a configured assistant in your product. A Wizard has one placement.

## Before you start

* Add any workspace knowledge the Wizard should retrieve.
* Create the capabilities it should use. Only a Skill capability can carry actions.
* Choose a safe product URL where you can preview the placement in Test.

## Configure the Wizard

<Steps>
  <Step title="Set its identity">
    Enter the Wizard name and goal description. Add an opening message, launcher label, input
    placeholder, quick prompts, and file-upload setting when the customer experience needs them.
  </Step>

  <Step title="Choose one placement">
    Select **Bubble**, **Inline**, **Sidebar**, or **Fullscreen**. A Wizard has one placement. Create
    a separate Wizard when the same behavior needs a different placement or targeting rule.
  </Step>

  <Step title="Target the right pages">
    Add include or exclude URL rules. Inline also requires a valid CSS selector for its mount
    point. A valid selector that is not present renders nothing; an invalid selector blocks a
    usable placement.
  </Step>

  <Step title="Configure behavior">
    Choose the model and reasoning budget, attach capabilities, and decide whether optional
    capabilities are embedded or available on demand for this Wizard.
  </Step>

  <Step title="Attach direct knowledge">
    Turn on direct knowledge when the Wizard should retrieve from the workspace corpus. Choose the
    entire knowledge base or selected articles. This setting is independent of its capabilities.
  </Step>

  <Step title="Write the contextual booster">
    Add the required standing instructions that steer this Wizard on top of its capabilities and
    page context. The editor limits the booster to 2,000 characters.
  </Step>

  <Step title="Create the Wizard">
    Select **Create wizard**. The detail page then owns its draft, publish, version, and Activity
    lifecycle.
  </Step>
</Steps>

<Frame caption="Check the Bubble's composer, greeting, and customer choices before publishing.">
  <img src="https://mintcdn.com/dubot/xmKfaoq5qOSd2RjO/assets/product/wizard-bubble.png?fit=max&auto=format&n=xmKfaoq5qOSd2RjO&q=85&s=2b271faf1fc50fd5c7465868c00ccc92" alt="A Wizard presented as a Bubble with its composer and customer choices" width="824" height="1280" data-path="assets/product/wizard-bubble.png" />
</Frame>

## Test and publish

Select **Save draft**. Test the saved configuration in the Test experience, including identity,
page context, placement, knowledge, and attached capabilities. Fix validation errors or missing
dependencies before publishing.

Select **Publish** and review the dependency check. Production reads published versions only. A
published Wizard is still subject to the host's identity, page, permissions, and supported actions.

<Note>
  Actions are available only through an attached published Skill capability. A Wizard placement is
  separate from the Resource Center, whose reserved Agent has no placement.
</Note>

## Expected result

The Wizard appears only on its intended pages and placement, completes the representative Test
conversation with the expected knowledge and capabilities, and produces a matching Production
conversation after publishing.

See [Preview Dubot with the browser extension](/guides/preview-with-browser-extension) for a Test
session, [Create and publish a capability](/guides/create-capability) for reusable behavior, and
[Recover or roll back configuration](/operate/recovery) if a live placement must be removed.