How to Create and Set Up an AI Conversation Bot in LEADSORBIT?

AI Conversation Bots in LEADSORBIT help automate customer conversations across supported communication channels. You can create a bot to answer common questions, book appointments, qualify leads, and guide customers through conversations. Once your bot is configured, you can test it and make changes before using it with your customers.

Create an AI Conversation Bot

Follow these steps to create a new AI Conversation Bot in LEADSORBIT.

1. Navigate to AI Agents → Conversation AI.
2. Click Create Bot.
3. Choose one of the following options:
   • Prompt Based Bot
   • Flow Based Builder
4. If you select Prompt Based Bot, click Create New Bot.
5. Choose one of the following setup options:
   • General Q&A
   • Appointment Booking
   • Marketplace Templates
   • Start from Scratch
6. Select the option that best fits your needs.
7. Click Continue.

Choosing Prompt Based Bot or Flow Based Builder, then selecting a setup option inside LEADSORBIT

Configure Bot Settings

Use the Bot Settings tab to configure the basic settings for your AI Conversation Bot.

1. Enter a Bot Name.
2. Select the Bot Status.
3. Choose the communication channels where the bot should respond.
4. Configure the Advanced Settings and Response Settings if needed.
5. Click Save.

Bot Settings tab with Bot Name, Bot Status, channels, Advanced Settings, and Response Settings inside LEADSORBIT

Configure Bot Goals

Use the Bot Goals tab to define how your AI Conversation Bot should interact with customers.

1. Open the Bot Goals tab.
2. Review and update the Personality, Goal, and Additional Information fields.
3. Configure the actions you want the bot to perform, such as Appointment Booking, Trigger a Workflow, Contact Info, or Human Handover.
4. Click Save.

Bot Goals tab with Personality, Goal, Additional Information, and available actions inside LEADSORBIT

Train the AI Conversation Bot

Use the Bot Training tab to connect a Knowledge Base and train your bot.

1. Open the Bot Training tab.
2. Choose one of the following options:
   • Click Create New to create a new Knowledge Base.
   • Click Add Knowledge Base Trigger to use an existing Knowledge Base.
3. Click Save.

Bot Training tab with Create New and Add Knowledge Base Trigger inside LEADSORBIT

Test the AI Conversation Bot

Before using your AI Conversation Bot, test it to make sure it responds as expected.

1. Use the Test Your Bot panel on the right side of the Bot Training or Bot Goals tab.
2. Start a conversation with the bot.
3. Verify that the bot responds correctly.
4. Update the bot settings if needed.
5. Click Save after making any changes.

Test Your Bot panel inside LEADSORBIT

Best Practices

Common Issues