Introducing the Guided Form Bot in Conversation AI

Discover the New Guided Form Bot in Conversation AI

We're excited to introduce a revolutionary feature in our Conversation AI: the Guided Form Bot. This new setup enables users to build efficient bots without needing prompt-writing skills, ensuring you can capture leads or book appointments seamlessly. Here's how this innovation streamlines the process and enhances your productivity.

Key Features of the Guided Form Bot

• Rapid Bot Setup: Create capable bots in under 3 minutes with a straightforward form-based interface.
• Clear Objective Setting: Easily define goals such as collecting names, emails, phone numbers, or issue descriptions.
• Consistency Across Conversations: The bot follows objectives in the specified order for reliable interaction.
• Smart Skipping: Automatically bypass questions if the required data has already been gathered.
• Flexible Customization: Add or reorder objectives effortlessly via drag-and-drop functionality.

How It Works

1. Quick Setup

• Access the Conversation AI section and start creating a bot using the Guided Form Setup, the default option for new users.
• Switch back anytime to the classic prompt setup if preferred.

2. Include Brand Information (Optional)

• Optionally add business details like name, industry, and tone of voice to enhance response alignment with your brand.

3. Configure Basic Bot Settings

• Set your bot's initial message and adjust settings such as the channel and response wait times.

4. Define Your Objectives

• Establish one-line goals like collecting user names or requesting contact details, ensuring the bot strictly adheres to this sequence.
• Enable the Smart Skip Option to avoid repetitive questioning and rearrange objectives via drag-and-drop.

5. Setup Actions

• Link the bot to your calendar for appointment bookings or align it with workflows for post-booking processes.

6. Review & Customize

• Use the Edit Bot feature for any adjustments and include additional instructions for more complex scenarios.

Why It’s Important

• Hassle-Free Configuration: No need for prompt-writing know-how, making it perfect for all users.
• Efficiency: Build bots quickly, saving you time.
• Reliable Performance: Ensure consistent, goal-oriented bot interactions.
• Versatile Use: Ideal for tasks like lead capture, qualification, and process automation.

Start leveraging this feature today to build powerful, intelligent bots without any technical barriers.

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