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Billing And Settings

8
  • Accessing Your Billing History in Chatbotbuilder Account
  • Accessing Your Profile Settings
  • Best Practices For Managing Your Chatbotbuilder Account And Usage
  • Configuring Integrations In Your Chatbotbuilder Account
  • Managing Leads & Conversation in Chatbotbuilder
  • Managing Your Add-Ons in Your Chatbotbuilder Account
  • Managing Your Team In Your Chatbotbuilder Account
  • Upgrading Your Chatbotbuilder Plan From The Dashboard
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Privacy and Compliance

3
  • How to Handle User Data
  • How to Manage Cookie Consent
  • How to Set Up GDPR Compliance
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Actions and Automation

5
  • How To Collect User Details
  • How to Create API Integrations
  • How to Create Custom Goals
  • How To Enable Web Search
  • How to Set Up Calendly Integration
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Analytics

4
  • How to Find Unanswered Questions
  • How to Monitor User Sentiment
  • How to Read Your Analytics Dashboard
  • How to Track Bot Performance
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Bot Deployment And Channel Selection

3
  • A Step-by-Step Guide to Embedding and Personalizing Your Bot
  • How to Add Your Logo and Branding
  • How to Configure Bot Triggers
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Customizing Your Bot

8
  • How To Choose AI Models
  • How to Configure Basic Bot Settings
  • How to Configure Bot Behavior
  • How to Set Up Starter Q&A
  • How to Set Up Welcome Messages
  • How To Setup Nudge Messages
  • How To Write AI Prompt
  • Using Improve Agent Feature For AI Training & Optimization
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Getting Started

3
  • Basic Builder Navigation Guide
  • How to Create Your First AI Agent
  • Understanding Your Dashboard
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Training Your Bot

8
  • How To Manage Your Trained Files
  • Training Your Bot Using Content Added As Text In Text Area
  • Training Your Bot Using Data From Notion
  • Training Your Bot Using Data From Your Google Drive (1)
  • Training Your Bot Using Uploaded Files
  • Training Your Bot Using Your Confluence Data
  • Training Your Bot Using Your Confluence Data (1)
  • Training Your Bot Using Your Website Links
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Transitioning Conversation To A Human

4
  • How To Connect Crisp With Chatbotbuilder For Human Handover
  • How To Connect Intercom With Chatbotbuilder For Human Handover
  • How To Connect Zendesk With Chatbotbuilder For Human Handover
  • How to Manage User Attributes
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  • Transitioning Conversation To A Human

Transitioning Conversation To A Human

  • How To Connect Crisp With Chatbotbuilder For Human Handover
  • How To Connect Intercom With Chatbotbuilder For Human Handover
  • How To Connect Zendesk With Chatbotbuilder For Human Handover
  • How to Manage User Attributes

FAQS

Questions? We’ve got answers

Getting Started
Value Demonstration
Plans & Pricing
Customization & Design
Lead Capture & Business Value
Team Management
Advanced Features
Support & Troubleshooting
Technical Reliability
Compliance & Security
Advanced Troubleshooting
Enterprise Features
Getting Started
  • How do I connect my chatbot to external tools?

    Using Zapier, you can connect your chatbotbuilder.net account with the CRM or MAT that you use.

  • How smart are these chatbots?

    They’re not going to pass the Turing test, but they’re way smarter than those old “press 1 for sales” bots. They understand context, remember conversations, and can handle complex requests. Think of them as your best customer service rep who never sleeps.

  • Can I have multiple AI agents running simultaneously?

    The Recent AI Agents interface shows you can create and manage multiple agents. Each agent can be configured for different purposes, such as sales or support.

  • How do I test my chatbot conversations before going live?

    Use the Chat Preview interface shown in your platform, where you can input test messages and see how your AI agent responds. This allows you to refine responses before deploying to live visitors.

  • How do I test my chatbot conversations before going live?

    Use the Chat Preview interface shown in your platform, where you can input test messages and see how your AI agent responds. This allows you to refine responses before deploying to live visitors.

  • Can I train my bot with my own data?

    100%. Upload your FAQs, product info, company policies – whatever you want. The bot learns your brand voice and can answer questions specific to your business. Takes about 10 minutes to upload and train.

  • How do I upload training data for my chatbot?

    In the bot builder, navigate to the “Data Source” section in your sidebar, then go to “Upload Data.” You can upload files directly through the file upload interface shown in your platform. Supported formats typically include website links, documents, and text input to train your AI.

  • Do I need coding skills to build a chatbot?

    Nope! That’s the whole point. We built this thing so anyone can create a chatbot without touching a single line of code. If you can use basic software, you can build a bot. Drag, drop, done.

  • How long does it take to set up my first chatbot?

    Most people get their first bot running in under 30 minutes. We’re talking basic setup to first conversation. Want something more complex? Give yourself an afternoon. But honestly, start simple and build from there.

  • How do I create a new AI agent?

    Click the “Create New AI Agent” button visible in your Recent AI Agents section. Fill in the required fields in the popup modal, including agent name and configuration. Your new agent will appear in the Recent AI Agents list where you can manage and deploy it.

Value Demonstration
  • How can we automate repetitive tasks within this platform?

    ChatbotBuilder.net specializes in automating your most common customer interactions. Use our visual flow builder to create dedicated chatbot flows for recurring questions like pricing inquiries, support FAQs, or booking requests. You can set up automated lead qualification by capturing visitor information through custom fields, then use our native integrations with Calendly for appointment booking, or connect to your CRM via Zapier or our API to automatically route qualified leads.

  • How is this tool improving our bottom line?

    ChatbotBuilder.net directly impacts your revenue through 24/7 lead capture and cost reduction via automated support. Your chatbots work continuously to qualify leads and book appointments through our Calendly integration, while reducing support costs by automatically handling common inquiries before they reach your team. The platform scales with your business – add more Agents or Messages through our Add-Ons as you grow.

  • What competitive advantage does this give us?

    You gain 24/7 availability that never sleeps, instant response times, and consistent brand messaging. While competitors miss leads outside business hours, your ChatbotBuilder.net bots capture and qualify prospects continuously. Our native integrations with Calendly, Zendesk, Crisp, and AI ensure professional, seamless experiences that feel like interacting with your best team member.

Plans & Pricing
  • How are taxes calculated and applied to invoices?

    Taxes are already included in your plan’s pricing.

  • At what point should we consider upgrading our plan?

    Monitor your usage in Billing History > Usage Details. Consider upgrading when you’re consistently approaching limits for Agents, Messages, Extra Users, or when you need additional features. Plan upgrades provide better value than multiple add-ons.

  • Is there a free plan?

    No, we’ve got a 14 day trial, no credit cards required. Our paid plans start at $25/month.

  • Can I change plans anytime?

    Absolutely. Upgrade when your bot starts getting popular. Downgrade if you need to. No contracts, no weird fees. Monthly billing keeps things simple.

  • What payment methods do you accept besides credit cards?

    For Annual and Enterprise plans, we accept payments using credit cards and PayPal. For monthly plans, credit cards are the primary method.

Customization & Design
  • What platforms can I connect my chatbot to?

    We plug into the big ones – Facebook Messenger, WhatsApp, your website, Instagram. More coming regularly. Check our Channels tab in the bot builder for the complete list.

  • Can I add a custom avatar or profile image for my chatbot?

    The avatar selection interface shows various pre-designed character options, or you can upload your own custom avatar. Choose from professional business avatars, friendly characters, or brand mascots to give your chatbot a personality that resonates with your audience.

  • Can my chatbot handle multiple languages?

    Yes, no matter which language your customers ask questions in the bot will answer them in that same language.

  • How do I configure my bot’s language and regional settings?

    In Bot Settings, you’ll find language configuration options. Select your preferred language from the dropdown menu and configure regional settings to ensure your chatbot communicates appropriately for your target audience.

  • How do I customize my chatbot’s appearance and colors?

    In the design section, you can select from a wide range of colors using the color palette shown in your interface. Choose primary colors, accent colors, and background themes to match your brand. The color picker allows you to create a cohesive visual experience that aligns with your website’s design.

  • What about the look and feel?

    Full customization. Colors, fonts, chat bubble style, logo – make it match your website perfectly. Most people can’t tell it’s not a human at first glance.

  • Can I make the chatbot sound like my brand?

    That’s where the magic happens. You set the personality, tone, even specific phrases it should use. Want it formal and professional? Done. Casual and funny? Easy. It’s your brand voice, amplified.

Lead Capture & Business Value
  • Will a chatbot replace my customer service team?

    No way. Think of it as your first line of defense. It handles the easy, repetitive stuff so your team can focus on complex issues. Most businesses see a 60-70% drop in their support tickets.

  • What types of businesses use chatbots?

    Everyone. E-commerce stores for helping users in making informed choices, restaurants for reservations, real estate agents for lead qualification, coaches for appointment booking. If you talk to customers, you need a bot.

  • What KPIs should we track to demonstrate ROI to leadership?

    Focus on these measurable outcomes: Lead Generation (track new contacts in your Contacts > All Leads section), Support Efficiency (measure ticket reduction through Zendesk/Crisp integrations), Conversion Rates (monitor how many conversations turn into appointments via Calendly), Cost Per Lead (compare automated vs. manual lead capture costs). Your Billing History shows exact usage metrics to calculate cost per interaction.

  • How do I connect my chatbot to Calendly for appointment booking?

    In the bot builder, under Actions, click ‘Add to List’ for Calendly. Click on Connect Calendly to connect your chatbotbuilder.net account with your Calendly account. Configure the event you would like to use and ensure you publish the changes.

  • How do I set up lead capture forms within conversations?

    In the builder dashboard, navigate to the “Collect User Data” section under Actions, where you can configure which information to capture – name, email, phone, company, etc. Set up these fields to appear naturally within the conversation flow rather than as standalone forms.

Team Management
  • How can we improve team adoption rates?

    Start by showing immediate wins – demonstrate how the Calendly integration saves time on appointment booking, or how Zendesk integration reduces repetitive support tickets. Use the Team Settings to assign appropriate roles, allowing users to see relevant features. Provide access to the Contacts section so team members can view genuine leads generated by their chatbots.

  • What permission levels or user roles are available?

    ChatbotBuilder.net offers Admin and Manager roles. Admins have full access to all features, including billing, integrations, and team management. Managers have limited permissions for day-to-day operations but cannot modify billing or add/remove team members.

  • How do we add or remove team members?

    You can easily add or remove users from your chatbotbuilder.net account by navigating to Settings and then to Team Settings. You can add a new user by clicking “Add New User.” You can enter their name and email address, and then select either Admin or Manager role. They’ll receive an email invitation to join your account. To remove users, Admins can manage the team list from the same section.

Advanced Features
  • How do I know if my chatbot is actually helping?

    The numbers don’t lie. We show you response time improvements, customer satisfaction scores, and how many issues get resolved without human help. Plus, you’ll notice your team has more time for important stuff.

  • Can I see chat logs and analytics?

    Of course. We track everything – response times, popular questions, conversation flow, user satisfaction. The dashboard shows you what’s working and what needs tweaking.

  • What happens if I go over my message limit?

    Your bot doesn’t just die. We’ll send you a heads up when you’re getting close. If you hit the limit, we pause new conversations until next month or you can upgrade instantly.

  • How do I optimize conversation length and user engagement?

    Keep conversations concise but thorough. Use the conversation analytics to identify optimal conversation length and restructure flows that are too long or too short. Aim for meaningful engagement without overwhelming users.

  • How do I handle conversations that need human intervention?

    Set up escalation triggers in your conversation flow. When users request human assistance or reach certain conversation points, automatically transition to live chat, create support tickets, or provide contact information for your team.

  • Can I A/B test different conversation approaches?

    Create multiple conversation versions and test different approaches – formal vs. casual tone, short vs. detailed questions, or different question sequences. Compare performance metrics to optimize your chatbot’s effectiveness.

  • How do I create branching conversation paths?

    In the conversation builder, use the flow diagram interface to create conditional branches based on user responses. Set up “if-then” logic where different answers lead to different conversation paths, ensuring personalized experiences for each visitor.

Support & Troubleshooting
  • What are the best practices for our specific use case?

    The best approach depends on your goals, but here are proven strategies: For lead generation, use our AI integration to create intelligent qualifying questions and connect with Calendly for instant appointment booking. For customer support, integrate with Zendesk or Crisp to automatically route complex issues to human agents for resolution. Always train your AI with your specific documents and website content for more relevant responses, and set up Nudge Messaging to re-engage visitors who become inactive.

  • How do I analyze which conversation paths are most effective?

    Use the analytics dashboard to track conversation completion rates, conversion points, and user drop-off locations. This data helps you optimize conversation flows and improve user engagement and lead capture rates.

  • What if the chatbot gives wrong answers?

    Easy fix. Simply jump into the dashboard, locate the conversation, and update the response. The bot learns from the correction and won’t make the same mistake twice.

  • What happens to our historical data over time?

    Your conversation history and lead data are retained based on your subscription plan limits.

  • Can we create custom data fields or categories?

    During chatbot conversations, you can capture specific information like ‘Company Size’, ‘Budget Range’, or ‘Product Interest’ into Attributes. This data can be sent to your CRM using Zapier.

Technical Reliability
  • Are webhooks available for real-time data syncing?

    Webhooks are available to send real-time data (like new leads from your Contacts section) to your specified endpoints. You can instantly push conversation data, lead information, and custom field data to external systems.

  • Can we build custom integrations beyond your standard offerings?

    While we provide native integrations, you can build custom connections using Webhooks.

  • Can you help me set up my first chatbot?

    We offer onboarding calls for new users. 30-minute session where we walk through your specific use case and get your first bot up and running. No extra charge.

  • What if I get stuck?

    We’ve got live chat support (yeah, with real humans), video tutorials, and a knowledge base. Most questions get answered in under 2 hours during business hours.

  • What if my website crashes? Will my chatbot still work?

    Your bot lives on our servers, not yours. So even if your site goes down, people can still chat with your bot on Facebook, WhatsApp, or wherever else you’ve got it running.

Compliance & Security
  • Who owns the data we upload to your platform?

    You own all data you upload and collect – including AI training documents, conversation data in your Contacts section, and lead information. ChatbotBuilder.net owns the platform technology and infrastructure, but your business data remains entirely your property. You can export this data anytime from the Contacts section.

  • What encryption methods do you use for data at rest and in transit?

    All data transmission to and from ChatbotBuilder.net uses TLS 1.2+ encryption. Data at rest, including your conversation history in the Contacts section and API credentials in Settings, is encrypted using AES-256 standards.

  • Are you GDPR compliant?

    ChatbotBuilder.net is fully GDPR compliant. You maintain ownership of all data captured through your chatbots (visible in your Contacts section), and users can request data deletion through support requests. Our privacy settings are configured with compliance as a priority, and we provide the necessary tools for you to manage data subject rights.

  • Is my data secure?

    We take this seriously. All conversations are encrypted, we’re GDPR compliant, and we don’t sell your data to anyone. Your business info stays private.

Advanced Troubleshooting
  • What are common issues other customers encounter?

    The most common issues are: Integration authentication failures (check Settings > API Key), hitting usage limits (monitor in Billing History), chatbot flow dead ends (ensure all conversation paths have responses), and insufficient AI training (upload more documents in the AI integration section). Most issues are resolved through proper configuration.

  • Why is this specific feature not working as expected?

    Start by checking your browser compatibility (we recommend Chrome, Firefox, or Edge) and clearing your cache. Verify your settings in the relevant section. If the issue persists, reach out to us and we will be happy to assist you further.

Enterprise Features
  • How often should we review our usage and results?

    Check your Billing History > Usage Details weekly to monitor consumption of Agents, Messages, and other resources. Review conversation data in your Contacts section on a bi-weekly basis to identify optimization opportunities. Conduct monthly strategic reviews to measure ROI and plan for expansion.

  • What happens if we outgrow your current offerings?

    ChatbotBuilder.net scales with your business through our Add-Ons system (visible in Settings > Manage Add-Ons) and plan upgrades. For unique enterprise requirements that exceed standard offerings, we collaborate with large customers to discuss custom solutions, additional integrations, or specialized features. Our goal is to grow alongside your success and ensure that the platform continues to meet your needs.

  • Can we specify data residency requirements?

    By default, your data is stored in our data centers in the EU region. For specific geographic data hosting requirements, contact our support team to discuss available options and any additional requirements for your compliance needs.