Creating a Chatbot

Prerequisites

Navigate to Chatbots

Go to AI Agents → Chatbots

Click Create New

Click + Create Chatbot button

Name Your Chatbot

Give it a descriptive name (e.g., “FAQ Bot”, “Lead Qualifier”)

Set Trigger

Choose when the bot activates

Build Conversation Flow

Use the visual builder to create the conversation

Add Human Handoff

Always include a way to reach a human

Test

Use the preview feature to test all paths

Activate

Toggle the chatbot to Active