🤖 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
✨ 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
- “Settings” → “Integrations” → “Bots”
- “Create Bot”
- 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 …”

