AI Bot Setup

AI Bot Setup Your AI bot is the heart of the platform. It reads your customer's messages, understands what they need, and responds naturally - like a skilled team member who never sleeps. This guide walks you through setting up your bot step by step. The good news: You do not need any technical skills. If you can describe how you want a conversation to go, you can set up your bot. Two doors, one bot. Everything on this page lives on your AI Agent 's AI Instructions tab. If that Agent is still attached to a classic campaign, the exact same fields also appear on that campaign's AI Instructions step — the two are kept in sync automatically, so use whichever screen is more convenient. This guide shows the Agent path, since that's the one that works everywhere the bot is used. What Your AI Bot Can Do Once configured, your bot can: Answer questions about your products, services, pricing, and policies Book appointments and manage your calendar Qualify leads by asking the right questions and collecting contact details Connect to other tools like your CRM, order system, or booking platform Follow up automatically when conversations go quiet Hand off to your team when it encounters something it cannot handle Each Agent has its own bot configuration, so you can set up different bots for different purposes - a support bot, a sales bot, an event bot, and so on - and reuse each one across every campaign or Broadcast that needs it. AI Providers (How the Bot Thinks) The platform uses the lat