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

# Bots (Chatbots)

> Configure chatbots to automate complex conversations

# 🤖 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:**

```
Qualification Bot:

1. Bot: "Hello! How can I help?"
2. Customer: "I want to buy"
3. Bot: "Great! Which product interests you?"
4. Customer: "Premium Plan"
5. Bot: "For how many users?"
6. Customer: "50"
7. Bot: "Perfect! Transferring to salesperson..."
   [Transfers with collected context]
```

***

## ✨ Types of Bots

<CardGroup cols={2}>
  <Card title="Greeting Bot" icon="hand-wave">
    Automatic first message
  </Card>

  <Card title="Qualification Bot" icon="clipboard-question">
    Collects lead information
  </Card>

  <Card title="FAQ Bot" icon="circle-question">
    Answers frequent questions
  </Card>

  <Card title="Scheduling Bot" icon="calendar">
    Books meetings/demos
  </Card>
</CardGroup>

***

## 🆕 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:**

```yaml theme={null}
name: "Greeting"
trigger: "Conversation created"
active_hours: "24/7" or "9am-6pm"

flow:
  - message: |
      Hello! Welcome to {{company}}! 👋
      
      I'm here to help.
      Choose an option:
      
      1️⃣ Sales
      2️⃣ Support
      3️⃣ Financial
      4️⃣ Speak with human
      
  - wait_for_response
  
  - if response == "1" or "sales":
      transfer_to: "Sales Team"
      message: "Connecting with sales..."
      
  - if response == "2" or "support":
      transfer_to: "Support Team"
      message: "Connecting with support..."
```

***

## 📋 Lead Qualification Bot

Collects information before passing to salesperson:

**Flow:**

```
Bot: Hello! Let's get to know you better.
     What's your full name?
     
Customer: John Silva

Bot: Nice to meet you, John! What's your company name?

Customer: Acme Corp

Bot: How many employees at Acme Corp?

Customer: About 50

Bot: Got it! What's your main interest?
     1️⃣ Basic Plan
     2️⃣ Premium Plan  
     3️⃣ Enterprise Plan
     
Customer: 3

Bot: Excellent choice! What's your monthly budget?

Customer: Up to $5,000

Bot: Perfect, John! I have all information.
     I'll connect you with {{sales_agent}}
     who will prepare a personalized proposal.
     
     Summary:
     • Company: Acme Corp
     • Employees: 50
     • Interest: Enterprise
     • Budget: $5,000/month
     
     One moment...
     
[Bot transfers to salesperson + passes all collected data]
```

***

## 💡 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 {{name}}"\
✅ **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 {{agent}}..."

***

## 🚀 Next Steps

<CardGroup cols={2}>
  <Card title="AI Agents" icon="wand-magic" href="/en/user-guide/ai-agents">
    Advanced AI (Captain & Copilot)
  </Card>

  <Card title="Automations" icon="robot" href="/en/user-guide/automations">
    Combine bots with automations
  </Card>
</CardGroup>