Create a chatbot flow

Choose New chatbot and pick a template for your industry, or build from scratch. Templates include a welcome message and a proven question order you can edit — the fastest way to a polished flow.

Your flow is a sequence of steps. For each, set:

• The question — what you ask the visitor.
• Answer options — the choices visitors pick from.
• What happens next — the next question, or a lead-capture / booking step.

Keep questions short and your options clear. Most great flows ask 3–6 questions before a booking step.

You decide what happens for each answer. For example, a buyer and a seller can be sent down different paths, or a visitor needing a quote gets a lead-capture step while a ready visitor jumps straight to booking. This keeps every conversation on-script and consistent.

Add a question asking for name (and optionally email or phone). The moment a visitor answers, they're saved as a lead in your CRM — no data lost in chat history.

Add a File Upload question to let visitors attach a document — a resume, a design brief, a signed form — and have it land on the lead record. By default, any of the most useful types are accepted: PDFs, images, Word and Excel documents, CSV, and text files.

Select the question in the builder and use the settings panel to limit which file types a visitor can send, and how large each file may be (up to 10 MB). The chat shows exactly those options, so a visitor never gets a confusing rejection. Files are screened on upload, attached to the lead, and never alter the reserved storage budget of your workspace.

Uploaded files are shown in the conversation and appear on the lead's record in your CRM so you can download them later.

When your questions qualify a visitor, route them to a booking step. They pick a time from your real availability and the appointment is created automatically. See Calendar booking for setup.

Use the preview pane to run your flow the way a visitor would. Check the wording, options, and ordering feel natural, then publish. You can edit and re-publish anytime — changes go live immediately.