Guided Form Based Setup for Conversation AI

What is the Guided Form Bot?

The Guided Form Bot is a user-friendly setup option that eliminates manual prompt engineering. It guides users through creating a bot using a structured form where you define key goals—such as collecting contact details or answering FAQs—and the system builds the conversation logic automatically.

Key Benefits

• No prompt writing required
• Quick setup in under 3 minutes
• Logic-based, reliable answers
• Lead capture and qualification capabilities
• Reusable templates
• Seamless integration with workflows and tagging
• Reduces conversation dropoffs
• Empathetic, adaptive responses

Setup Steps

1. Access Creation Page: Navigate to Conversation AI → Bots and click Create Bot
2. Add Brand Information (Optional): Include business name, type, and desired tone
3. Configure Basic Settings: Set initial message, language, bot name, and behavior type (Auto-Pilot or Suggestive)
4. Define Objectives: Add questions using the Add Question button; enable "Skip if Already Filled" for existing data
5. Setup Actions: Configure workflows, custom field updates, or tag assignments upon completion
6. Review and Save: Check all settings and configure availability, channels, and fallback messages

Additional Features