Bot settings on your phone

Bot settings decides who answers when a customer writes: nobody (your team answers), your own system through a webhook, a visual flow you built, or the AI chatbot.

Choose the engine

Tap Bot at the bottom. Chatbot engine offers four choices:

None: no automatic replies.
Webhook: messages go to your own system, which replies.
Visual Flow: your flows from the flow builder answer.
AI Chatbot: the AI answers from your knowledge base and hands over to a person when needed.

Tapping a choice saves it straight away. With the AI chatbot chosen, more settings appear below: its knowledge base, general settings, AI credits, triggers, responses, branding, human takeover and advanced options.

Bot settings: the setup banner and the Chatbot engine choices

Guided setup

While the banner says This number is not ready to answer yet, tap Finish setup. The guide asks what the bot should do (answer questions, collect leads, offer a menu or take bookings) and suggests the right kind of bot.

Set up your chatbot, step 1: what should this bot do?

Flow builder: build the flows the Visual Flow engine runs.
Knowledge base documents: what the AI chatbot answers from.
Bot escalations: chats the AI hands to a person.

Bot settings on your phone