Bot Configuration
The Configuration section is where you shape how your bot behaves. Here you set its personality, define working hours, configure appointment scheduling, and fine-tune response timing. Getting this right is the most important step in making your bot feel like a natural extension of your team.
AI Behavior Settings
Bot Personality & Instructions
You can provide custom instructions that define how the bot communicates with clients. Think of this as writing a briefing for a new employee:
- Tone of voice — formal and professional, or warm and conversational?
- What to focus on — which properties, services, or offers to highlight
- What to avoid — topics the bot should not address (e.g., "never discuss competitor pricing")
- Company-specific knowledge — FAQs, project details, team names, key selling points
The quality of these instructions directly affects the quality of the bot's responses. The more specific and detailed your instructions, the better the bot performs.
First Message Behavior
You can provide separate instructions for how the bot should greet a client the very first time they message you. This is your chance to make a strong first impression — a warm, branded introduction that sets the tone for the relationship.
Follow-up Message Behavior
Separate instructions for the bot's automated follow-up messages. You can adjust the tone to be more encouraging, offer specific incentives, or reference what the client previously asked about.
Response Timing
Response Delay
You can add a delay before the bot sends a reply. For example, setting a 5–15 second delay makes the bot feel more natural and human — as if someone is actually reading and typing a response.
| Setting | What It Controls |
|---|---|
| Minimum delay | The shortest wait before the bot replies (in seconds) |
| Maximum delay | The longest wait before the bot replies (in seconds) |
Setting both to 0 means the bot replies instantly. A small random delay is recommended for a more natural feel.
Messages Per Response
By default the bot sends one message per reply. You can allow it to send multiple shorter messages back-to-back for a more conversational, natural tone.
Active Hours
Enable Business Hours
Restrict the bot to only respond during your defined working hours. This ensures clients are not receiving automated responses at inappropriate times.
Setting Your Schedule
Define a start time and end time for each day of the week. Messages received outside those hours are queued and answered once the bot comes back online.
Pair this with a custom out-of-hours message — a brief automated reply that tells clients your business hours and reassures them their message will be answered.
Scheduling Configuration
Enable Automatic Scheduling
When enabled, the bot can guide clients through booking an appointment entirely on their own. The client receives a scheduling link, picks an available time, and the meeting is confirmed — no human needed.
Locations
Add the offices or sites where appointments can be held. For each location, you can set:
- Name — e.g., "Main Office", "Phase 2 Show Suite"
- Full address and optional GPS coordinates
- Description — useful context for the client, such as parking instructions or room number
- How far in advance clients can book (e.g., up to 3 months ahead)
- Maximum capacity per day and per time slot
Availability Schedule
Define which days of the week appointments are available and what the operating hours are for each day. You can also set the estimated duration of each meeting so the calendar doesn't get overbooked.
Blocked Dates
Mark specific dates as unavailable — for example, public holidays, company events, or periods when the site is closed. Clients will not be able to book on these dates.
Advanced Settings
Agent Response Window
When a conversation is handed off to a human agent, set how many hours the agent has to respond before a reminder is triggered. This ensures no client is left waiting too long after an escalation.
Send Meeting Info to Bot
When enabled, the bot is aware of any meetings a client has already scheduled. This helps the bot avoid offering duplicate appointments and allows it to send relevant pre-visit reminders.
Language
Set the language your bot communicates in. This affects how the bot phrases its messages and interprets client replies.
Timezone
Set the timezone for your project. All active hours, follow-up timing, and scheduled meetings will use this timezone.