How to build your own custom bot

Ready to start capturing leads with your own bot?

In this guide we will show you:

How to create new bot

  1. To create a new bot you need to go to your bots page and click on the Create new Bot button
  2. Then you can preview and start with a template or choose to start from scratch
  3. Once you have selected what you want to start with you will be taken inside the bot builder

How to name your bot

In order to keep track of your bots, the simplest way is to name your bot something unique. 

  1.  Find the bot you want to rename, then click on the messages section
  2.  In the bot builder click on the name in the top left and then rename your conversation.
Note: Your bots name will never be seen by the customer

How to build out your conversation

The first thing you need to do to build out your bot's conversation is go to the messages section within the bot builder.

This is where you can begin to create an awesome conversation were you can send messages, book meetings and send different questions to capture lead information.


How to add a message object 

On the left side of the bot builder their is a list of conversation objects to add a new object simply click and drag it onto your canvas

How to edit a message 

Once you have an object on the canvas simply  click on the object and you will be able to edit the content. You can add emojis, gifs, images and links to a message object. Then hit save.

How to connect your sequence of messages

Once you have a few messages created you can then join them up to make them into a flowing conversation. Just click on the circle and drag to the object you want to connect. 

(TIP: You can use a multiple choice object to create different paths in a conversation)

How to disconnect and delete objects

To disconnect an object, simply click on the circle a the start of the connecting arrow. To delete an object hover over the object and then click on the delete icon.

How to set your starting message

When creating your bot you need to decide which message is the opening message to start off your conversation. 

To set your starting message,  hover on the object you want to set and then click the start icon.

(Note: Make sure this object has no connections to objects coming before it) 

How to preview your bot

As you build out your conversation you can preview your changes inside the bot builder.

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