CRMAIBOT
Getting started · 1 min read

Create your first chatbot

Set up your business assistant, add useful information and check its answers before launch.

Before you start

Have your business name, website address and a short description of your services ready. Prepare a few common customer questions and their approved answers.

Create and configure your assistant

Sign in to your account and complete the setup flow. Available options depend on your package.

  1. Complete your business details and choose the relevant industry or template.
  2. Create your chatbot, then open AI Training from the dashboard.
  3. Select the chatbot you want to train. Add your business-specific knowledge and FAQs.
  4. Review AI Behaviour, Restrictions and Human Transfer Rules to describe how your assistant should respond.

Check your first answers

Open Preview in AI Training. Ask about your services, opening hours and a question the bot cannot answer. Correct inaccurate source information before installing the widget.

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