How to set up a chatbot for your business

Creating a bot is technically simple — the Telegram walkthrough takes half an hour. Making it bring leads instead of irritation is the real work. This is the setup order we use.

1. Pick one job

A bot that does everything does nothing. Choose one measurable goal: take pricing questions off the team, capture leads at night, handle bookings.

2. Collect real questions

Do not invent the flow. Export the last 100–200 enquiries and group them: typically 70% of questions collapse into 8–12 topics. That is your bot content.

3. Build the flow

• Welcome: who this is, what it helps with, and how to reach a human.
• Menu: three to five items by frequency, three levels deep at most.
• Answers: short and factual — long text is not read in messengers.
• Contact capture at the moment of interest, not in the first message.
• Human handover visible at every step.

4. Prepare the knowledge base

For an AI bot, answer quality comes from what you loaded, not from the model. Current prices, terms, warranties and objection handling. Contradictory documents are the main reason an AI bot starts inventing.

5. Set guardrails

State explicitly what the bot never does: quote outside the price list, promise deadlines, give legal or medical advice. Edge cases go to a person.

6. Connect the CRM

A bot without integration is one more channel where leads get lost. Conversation and contact must land in your CRM.

7. Measure

Four metrics: share of conversations resolved without a human, first response time, contacts captured, and share of chats where someone asks for a human. The last one is the honest one — if it grows, the flow is bad.

FAQ

How long does setup take?

Questions and flow: two to three days. Build and testing: about a week. Then two weeks of tuning on live conversations.

Should we disclose that it is a bot?

Yes. Pretending otherwise is discovered by the third message and costs trust.

We can set it up for your process — AI chatbot for business or just write to us.