Creating and managing your bots

On the Chatbots page, you can create an unlimited amount of new chatbots and manage the ones you have. These code-free, intelligent chatbots engage and qualify visitors on your website.

Ask your visitors questions, provide them with messages, and route them through the conversation in a way personalized for them. At the right time, you can offer qualified visitors calls to action so they can engage with you further. 

Create a chatbot

After you've identified your Audiences, you should create one or more chatbots those Audiences should engage with. 

Figure 1: Create chatbot using a template or from scratch

From scratch

When you create your chatbot from scratch, you start with a blank conversation and build all interactions and routing. 

Learn more about building a conversation

From a template

When you choose a template for your chatbot, you start with pre-built interactions and routing for a specific scenario. You can then tweak it according to your preferences, to fit your organization. 

Duplicate a chatbot

Duplicating a chatbot is helpful if the chatbot you wish to create is similar to another chatbot on your website. Because all interactions and routing are duplicated for the new chatbot, this can save time configuring it. 

Figure 2: Duplicate a chatbot

Publishing your chatbot

In the conversation builder, once you're happy with your interactions and routing, you can publish your chatbot by toggling it on. 

Figure 3: Publish your chatbot

You'll be able to see the published state on the Chatbots page.

Figure 4: Chatbot status - Published or Draft

Once you've built and published the chatbot, you can take the following steps to go live:

  1. Target an audience with the chatbot Learn more
  2. Install it on your website, if it's not already installed Learn more

Monitor your stats

  • Started - How many visitors engaged with the chatbot, replying one or more times. 
  • Completed - How many visitors either went through all the conversation's interactions or reached an End chat action, as designed for that chatbot. Learn more
  • Abandoned - How many visitors engaged with the chatbot, replying one or more times, but did not complete the conversation.
  • Meetings booked - How many visitors booked a meeting. Learn more
  • Emails captured - How many visitors provided their email during the conversation. This could be gathered either through an Email interaction or as they book a meeting.


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