This guide helps you plan an AI chatbot so it gives useful, accurate answers during your free trial.
What is an AI chatbot?
An AI chatbot answers questions dynamically using context instead of fixed buttons.
It is best when:
- Users ask many different questions
- You want natural conversations
- You don’t want to build long flows manually
The most important rule
An AI chatbot is only as good as the information you give it.
Most AI chatbot failures happen because this step is skipped.
Before you enable AI Mode, prepare this
1. What should the AI help with?
Be specific.
Good examples:
- Answer questions about services and pricing
- Help users choose the right product
- Explain how the company works
Avoid vague goals like “answer everything”.
2. What information should the AI know?
Write short, clear facts:
- What your company does
- What you sell or offer
- Who your customers are
- What the AI should NOT answer
This information goes into the AI business context.
*screenshot_here* (AI Mode business context field)
3. How should the AI behave?
Decide the tone:
- Friendly or professional?
- Short answers or detailed explanations?
- Should it suggest next steps or stay neutral?
This helps the AI feel consistent and trustworthy.
Recommended AI setup for beginners
- Clear business description
- Short, factual context
- No advanced rules at first
- Test with real questions
When to combine AI with buttons
If users must choose specific paths (pricing, booking, contact), use:
- Buttons for structure
- AI for open questions
This is called a hybrid chatbot and works very well.
*screenshot_here* (Hybrid flow with AI block)
Common mistakes to avoid
- Empty or unclear AI context
- Expecting AI to guess business details
- Too many rules at the start
Start simple, test, then improve.