Conversation AI - New Guided Form Based Setup

What’s New?

We’ve introduced the Guided Form Bot—a new way to build bots in Conversation AI that’s faster, simpler, and doesn’t require prompt-writing skills. Whether you're capturing leads or booking appointment, this guided setup helps you create high-performing bots in under 3 minutes.

This setup allows you to capture user information in a defined, structured order using clear objectives. Whether you're capturing leads or collecting data, the Guided Form Bot makes setup fast, reliable, and consistent—no prompt writing required.

With this update, you can:

Build bots in under 3 minutes using a simple form-based interface.
Define clear objectives like collecting name, email, phone number, or issue description.
The bot will follow your objectives exactly in the order defined, ensuring consistency in every conversation.
Skip questions automatically if the data already exists—making the bot smarter and more user-friendly.
Add or reorder objectives anytime with drag-and-drop ease.

This feature is currently enabled via Labs

How it Works?

1. Quick Start from the Create Bot Page

Navigate to Conversation AI > Bots and click Create Bot.
You’ll enter the new Guided Form Setup by default.
Prefer the classic prompt setup? Click the dropdown icon and switch back anytime.

2. Brand Information (Optional but Recommended)

Add details like business name, industry, and tone of voice.
Improves response accuracy and brand alignment.
Skip this step if you prefer a faster setup.

3. Basic Bot Settings

Set your Initial Message (sent when the bot first interacts with a contact).
Configure bot settings like channel and wait time before responding

4. Define Objectives & Questions

Add one-line goals like:
Collect name
Ask for email/phone
Input custom questions

Bot strictly follows your list in the given sequence.

Smart Skip Option: Use the toggle to skip questions if data already exists.

Reorder questions via drag & drop.

Add new objectives anytime by clicking Add Question/Objective.

5. Action Setup

To book an appointment, connect your calendar.
To trigger a workflow post-booking, select the appropriate workflow.

6. Final Review & Custom Instructions

Use Edit Bot to adjust brand info, settings, or objectives.
Add Additional Instructions if you want to give the bot extra context.

Great for advanced users looking for more control without writing full prompts.

Why It Matters?

No prompt-writing needed—ideal for users unfamiliar with prompt engineering.
Faster setup time (under 3 minutes).
Consistent, structured, and goal-driven conversations.
Perfect for lead capture, qualification, and automation.
Activate this feature now to start building smart bots—without the learning curve!