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🤖 Bots (Chatbots)

Configure intelligent chatbots to serve customers 24/7, qualify leads and automate conversation flows.

📋 What are Bots?

Bots are virtual assistants that conduct automated conversations: Difference from Automations:
  • 🤖 Automations: 1 action per trigger
  • 💬 Bots: Complete conversation with multiple interactions
Example:

✨ Types of Bots

Greeting Bot

Automatic first message

Qualification Bot

Collects lead information

FAQ Bot

Answers frequent questions

Scheduling Bot

Books meetings/demos

🆕 Create Bot

  1. “Settings”“Integrations”“Bots”
  2. “Create Bot”
  3. Choose type:
    • Dialogflow (Google)
    • Lex (Amazon)
    • CSML (Custom Bot Language)
    • Webhook (Your own bot)

🎯 Greeting Bot

Simple bot that welcomes: Configuration:

📋 Lead Qualification Bot

Collects information before passing to salesperson: Flow:

💡 Best Practices

Design

Be brief: Short and direct messages
Clear options: Buttons or numbers
Escape hatch: Always offer speak with human
Confirm understanding: “I understood you want X. Correct?”

Personalization

Use name: “Hello
Context: “I see you’re a Premium customer”
Humanize: Emojis and conversational tone 😊

Handoff (Transfer)

Right moment: Don’t force bot if customer frustrated
Pass context: Agent sees what bot collected
Warn: “Transferring to …”

🚀 Next Steps

AI Agents

Advanced AI (Captain & Copilot)

Automations

Combine bots with automations