Adding Prompts
Add customizable prompts to your bots to pre-qualify leads and maximize efficiency during the intake process.
Transcript
How to Add Bot Prompts:
On the bots page, click the drop-down arrow on the top corner of any bot. You will see a button for "prompts." Another way to access prompts is by clicking on the name of any of the bots on the sidebar.
Click the "add a prompt button," select a category, and check the boxes of all relevant fields. Remember to save your changes.
![](https://assets-global.website-files.com/620ed81c5464deb128b8e911/6244cf2c5d6a21b81ce40c4b_Bot%20Prompts1.png)
![](https://assets-global.website-files.com/620ed81c5464deb128b8e911/6244cf47d98f060c907d8207_Bot%20Prompts2.png)
![](https://assets-global.website-files.com/620ed81c5464deb128b8e911/6244cf4eb5552e6b70fd16ad_Bot%20Prompts3.png)
Pro Tips:
- If you are looking for a specific prompt type, like one that includes the word "Canada," for example, you can find it quickly using the search bar.
- You might want to use a Canadian prompt to ask people about provinces instead of states.
- If a prompt says "simplified, "there will be fewer questions than the full-length version of the same category.