1. Basics 2. Audience 3. Knowledge 4. Review Step 1: Bot basics Bot name Bot type Customer Support Sales Assistant Internal Ops Knowledge Base Tone Friendly + concise Professional + formal Technical + direct Warm + consultative Step 2: Audience & goals Industry SaaS Healthcare Legal E-commerce Agency Primary goal Answer customer questions Qualify leads Book meetings Deflect support tickets Escalation path Step 3: Knowledge upload Upload PDFs or docs Demo mode: files stay local in your browser and are not uploaded. Notes for prompt generation Step 4: Review & deploy You are ready to deploy this bot configuration. Deploy Demo Bot Back Next Step
