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    Understanding Conversation AI

    Set up an AI assistant that can qualify leads and answer questions 24/7.

    For: Administrators
    Time: 20 minutes

    Instructions

    1

    Navigate to Conversation AI

    Go to Settings > Conversation AI.

    [SCREENSHOT NEEDED: Conversation AI settings menu]

    2

    Train the Bot

    Enter the URLs of your website. The AI will read your site and learn the answers to common questions (like pricing, services, and hours).

    [SCREENSHOT NEEDED: Bot training URL input]

    3

    Set the Goal

    Choose whether the bot should just answer questions, or if it should try to guide the user to book an appointment.
    4

    Enable Channels

    Select where the bot is allowed to reply (e.g., SMS, Web Chat, Facebook Messenger).

    [SCREENSHOT NEEDED: Channel selection toggles]

    What Success Looks Like

    • The bot can accurately answer test questions based on your website.
    Last updated: 10/1/2026