Creating a Conversation AI Bot (Guided Setup)

Step by step

From blank screen to saved bot

The guided form asks a few questions and builds the bot for you. No code needed.

1

Start the form

In Conversation AI, click + Create Bot and pick Guided Form Setup. It is the easiest option for simple needs.

2

Pick a bot type

Click Create New Bot, then choose General Q&A or Appointment Booking. Not sure? Start with General Q&A and add booking later.

3

Choose a Brand Voice

Pick a saved voice from the dropdown or create a new one. Click Edit to adjust it, then continue.

4

Fill in Bot Settings

Name the bot, pick its channels, write a short warm first message, and add your business info. Look for the primary bot toggle and the wait time before replying.

5

Set Bot Goals and save

Choose a couple of contact details to collect. If you picked Appointment Booking, you can turn on booking and pick a calendar here. Click Save.

6

Pick a status

A new bot is not talking to anyone yet. Choose its status on your screen before you test it.

Compare

The three statuses

Status decides how much freedom your bot has.

The bot does nothing

Nothing is sent and nothing is drafted. Use it while you are still building.

A person reviews first

The bot writes a reply, but your team reviews it before it goes out.

Best choice for a new bot
A safety net while the bot earns your trust

The bot sends on its own

Replies go out without review. Move here after the drafts look right.

Key terms

Definitions

Tap any term to expand it.

The easiest way to build a bot. A form asks questions and builds the bot for you.

A saved description of how your business sounds when it talks.

The page for the bot's name, channels, first message, and business info.

A status where the bot drafts replies and a person reviews them first.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Click + Create Bot and choose Guided Form Setup.

Build a General Q&A bot with a plain name like Front Desk Bot and a short first message.

Save it and set the status to Suggestive.

⚡ Tips

Use plain bot names so you can tell bots apart once you have three or four.
If you have no Brand Voice yet, create one from the dropdown.
Short wait times feel more human, because instant replies can feel robotic.
Field names can differ a little, so read what is on your screen.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

You are not sure which bot type to pick. What is a good start?

What does Suggestive status do?

A saved description of how your business sounds is called a ____ Voice.

A new bot will not talk to anyone until you choose its ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🏷️ Name and greet my bot

You are a friendly copywriter helping me name my first text bot and write its first message. My context: - [my business] - [who texts me and what they ask] - [how my business sounds: warm, direct, playful] Give me: - Five plain bot names - A first message under 25 words - A one-line version that fits a small text bubble Use simple words and no jargon. Finish by asking me: "Which name sounds most like my business?"

🧰 Write my business info

You are a organized onboarding writer helping me gather the business info my bot needs on day one. My context: - [my hours] - [my service area] - [what I offer] Give me: - A short business info block, under 120 words - Three things I may be forgetting to include - A tidy order to enter it in the form Keep it short. I can add more later. Finish by asking me: "What do customers ask that I did not list?"