For Service Businesses

Service businesses use bots differently from online stores. The bot's job is to:

1. Qualify the lead — is this person a fit for what you offer?
2. Capture contact info — name, email, phone, project details.
3. Route them — book a call, send to a form, or share your booking link.

Best setup for a service business

• Mode: Flow Builder. You want structured questions, not a free chat.
• Knowledge Source: Direct Prompt with services, prices (or "from €X"), policies, FAQ.
• Integrations: Google Sheets for leads + email notifications. Optional: Make to send leads to your CRM.

A simple qualification flow

A great service-business flow looks like this:

1. Message: "Hi! 👋 What kind of project do you need help with?"
2. Multi Choice: [New website] [Maintenance] [Other]
3. Question: "Got it. Tell me a bit more about it."
4. Email block: "What's the best email to reach you at?"
5. Message: "Thanks! Riin will email you within 1 business day."

This is short, friendly, and collects what you need. You can change the questions to fit your services.

What to feed your bot

Open AI Knowledge Studio → Direct Prompt and add:

• What you do, who you serve, and why people pick you.
• Contact email, phone, contact form URL.
• Services with rough pricing (or "starting from").
• Working hours and how to book.
• Cancellation and rescheduling policy.
• Location (on-site, remote, both).
• FAQ: 5–10 common questions.

Avoid these mistakes

• No qualifying questions — if you ask only for an email, you'll get lots of bad leads.
• Hidden prices — the bot can say "from €X". Saying nothing makes people leave.
• Long flows — keep the flow under 6 steps. Anything longer drops off badly.