Bot Builder Guide
Build powerful AI chatbots with our intuitive builder
Using Templates
Templates give you a head start with pre-configured bots for specific industries:
Real Estate
Lead capture, property inquiries, scheduling
Healthcare
Appointment booking, FAQs, patient intake
E-commerce
Product recommendations, order status, returns
SaaS
Onboarding, support, feature discovery
Select a template when creating a new bot, then customize it to match your needs.
Knowledge Base Setup
Your bot's knowledge base determines what it can answer. Add content through:
- Website Crawl: Enter your URL and we'll automatically extract content
- Manual Q&A: Add specific questions and answers
- Document Upload: Upload PDFs, docs, or text files
- API Sync: Connect to your CMS or help desk
Pro Tip: Start with your FAQ page - it's usually the best source of customer questions.
Lead Capture Configuration
Turn conversations into leads by configuring capture forms:
- Pre-chat Form: Collect info before the conversation starts
- In-chat Collection: Ask for details naturally during conversation
- Exit Intent: Capture info when visitors try to leave
Available Fields
NameEmailPhoneCompanyCustom Fields
Bot Personality & Tone
Configure how your bot communicates:
| Personality | Best For |
|---|---|
| Friendly | B2C, retail, hospitality |
| Professional | B2B, finance, legal |
| Helpful Expert | Tech support, healthcare |
| Custom | Write your own personality prompt |