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How to Create Your First Chatbot

Chatbots help automate responses and collect information from customers without requiring constant manual replies.

February 14, 2026

1 min read

When Chatbots Are Useful

Chatbots are commonly used to answer frequently asked questions, qualify leads, collect customer details, or assist with appointment booking.

Creating a Chatbot Flow

To create a chatbot, navigate to Automation → Chatbots and click Create New Flow. You can design a conversation using messages, buttons, and questions.

These flows can also transfer the conversation to a human agent whenever necessary.

Testing the Bot

Before activating a chatbot, it is recommended to test the flow using the preview mode. This ensures the conversation works correctly and delivers a smooth customer experience.

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