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.

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.