Five steps to a bot that works for you
- Pick a trigger — a keyword, a button tap, or any new conversation.
- Add your steps — questions, conditions, replies and actions, all on one canvas.
- Branch on the answer — send different people down different paths based on what they say or tap.
- Take action — tag the contact, create a deal, notify an agent, or send a template.
- Go live — publish it and let it run, day and night.
A few flows worth setting up first
- A lead-qualification bot that asks budget, timeline and need before a human ever steps in.
- An FAQ bot that answers your most-repeated questions instantly.
- A booking or enquiry flow that collects the details and creates a CRM record.
- An after-hours responder that keeps leads warm while you sleep.
Your bot shouldn't be an island
Plenty of tools let you build a flow. The difference here is that every answer your bot collects updates the same CRM your sales runs on — so a chat at midnight becomes a qualified lead on your pipeline by morning, with no copy-paste in between.
Do I need to know how to code? No. The whole thing is drag-and-drop. If you can move boxes around a screen, you can build a flow.
Does the bot update my CRM? Yes. Tags, deals, contact fields and hand-offs all happen automatically as the flow runs.