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. Where this lives. Everything on this page is on your AI Agent 's AI Instructions step — the first one in the agent editor. 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 channel or Broadcast that needs it. AI Providers (How the Bot Thinks) The platform uses the latest AI models to power your bot. The Pro tier runs on Anthropic Claude (Sonnet) — it excels at following instructions and understanding context. Most accounts also have Max , our faster, lower-cost in-house tier, which is the best value for almost everyone (see Why Max Is the