AI Chat AssistantBot owners
AI Bot Persona & Lead Prompt Setup
Control response behavior and the timing and wording of visitor email capture.
In the app→My Bots → select bot → Settings
General behavior
- Bot name
- Internal dashboard label.
- System prompt / persona
- Instructions prepended to the bot context to shape role, tone, limits, and response style.
- Fallback message
- Response shown when indexed knowledge cannot support an answer.
Lead capture
- Ask for email after
- Number of visitor messages before the lead prompt. Leave empty to disable.
- Lead prompt
- Custom request shown when asking for the visitor email.
- Thank-you message
- Immediate confirmation after a valid email is captured.
Match lead capture to the use case
Three to five visitor messages suits enquiry and sales bots. A support bot may be better without an automatic prompt.
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