How to create a Salesbot

A Kommo Salesbot is an automated assistant within the Kommo CRM platform designed to help streamline sales processes, manage customer interactions, and automate routine tasks. It utilizes predefined triggers and actions to perform various functions, helping sales teams to be more efficient and effective in managing leads and deals.

• Lead and contact management: Easily perform actions with leads and contacts.
• Automated Conversations: Engage leads and customers through predefined conversation scripts, provide instant responses to queries, guiding users through predefined workflows.
• Intent recognition: Accurately determine user intent to provide relevant responses.
• Universal messenger support: Compatible with all available messenger platforms.

Before launching your bot, you need to connect at least one channel to Kommo. To learn how to do that, check out our How to get started article. You can still create Salesbots and experiment with setting them up without connecting any channels, however, you will not be able to launch one.

Setting up a Salesbot in Kommo involves creating automated workflows to efficiently manage and streamline your sales processes.

There are several ways you can create your bot and start setting up the workflows in our visual builder:

1. Open Settings → Communication tools → Find the Salesbots section → Click Create a new bot.

1. Open Chats → Click the gear icon.

In Templates & Bots → Find the Salesbots section → Click Create a new bot and choose a Salesbot template.

1. Open Leads → Click Automate.

Hover over any empty space. + Add Trigger button will appear. Click on it.

Choose + Salesbot.

Click Create a new bot.

Next, you’ll find a list of your previously created Salesbots (if there are any), so you can either edit them or create a new one.

You can also simply import your Salesbots from another Kommo account. Open Settings → Communication tools → Find the Salesbots section → Click Import a new bot.

For detailed information on setting up your Salesbot, check out our How to set up Salesbot triggers article.

When you click the Create a new bot button, a modal window will appear. Here, you can choose to either create a new bot from scratch or customize one of our pre-made templates.

Each template comes with a preset flow that you can edit and add new steps to. These templates also have pre-selected triggers created specifically for them.

To build a bot without using pre-set templates, click New in the templates window. You can design the logical steps your Salesbot will follow based on the conversation you want your customers to have with it.

Begin with simple workflows and gradually add complexity as you become more comfortable with the Salesbot.

In visual builder, building scenarios involves adding specific steps to automate various aspects of user interactions and internal processes. To add a Salesbot step, click on the step that suits your needs and enter the required parameters. We currently offer the following options:

Stopping the Salesbot is the final step in every sequence. Once it reaches this step, the Salesbot will stop working unless it is configured to be recurring via Round Robin steps. For details on Round Robin and other steps and actions you can add, refer to our Salesbot steps and actions guide.

It's important to note that a Salesbot operates within a specific conversation. When that conversation is closed, the bot stops working. Only one bot can function within a conversation at a time, and if a bot sends a message, it overrides the pause of another bot. This ensures that only one bot remains active in any given conversation.

You can remove the link between Salesbot steps by clicking on the connecting dot and decoupling it.

You can also delete the step by clicking the ‘…’ button in the top right corner of the step. Here, you can also rename, duplicate, or launch the preview mode.

Triggers are used to automate various actions within the Salesbot based on specific conditions. Triggers help streamline workflows and ensure that the right actions are taken without manual intervention. With many triggers available, such as specific actions or events, Kommo offers numerous options to automate sales processes.

You can configure triggers for your new Salesbot directly in the visual builder.

For detailed information on setting up triggers, check out our How to set up Salesbot triggers article.

The Salesbot preview mode lets you test your bot scenarios before deploying them to real clients. By previewing the scenario, you can make adjustments to ensure successful interactions.

• You can try experimenting with various content and offerings to determine what appeals most to your audience.
• You can also test the preview in the account without connecting any channels and choose which one is more convenient for communication or best suits your business needs.
• Previewing lets you see how each version appears before launching a mass campaign, aiding in the refinement of messages for improved engagement and outcomes.
• Drafting messages and previewing their appearance on different channels helps you choose the best medium for your campaign goals and target audience.

Click the Bot preview button. This will open the preview mode.

You can also launch the preview from the current step by clicking the ‘…’ button in the top right corner of the step.

1. To start the preview, select the channel for testing. You can change it at any moment.

1. Once you choose a channel and launch the preview mode, the buttons at the top will disappear to help you focus on the conversation. The screen will split into two sections: the working area and the preview area (like a phone display).

1. The current step will be displayed in the preview window, centered in the working area, and highlighted in blue, similar to the hover effect in Salesbot. The rest of the working area will be blocked.
2. To make changes, close the preview by clicking the X button on the right.

1. To restart the preview, click the repeat button next to the X button.

These are just a few of preview examples, including messages, lists of options, and buttons:

Our Salesbot is more than what can be made in the visual builder. You can easily code it yourself, build it according to your needs, and play with its functionality! With its superior flexibility, it can totally change your business.

If you want to write the code yourself, click on the View source button. If you make some changes inside the code, you won’t be able to open this particular Salesbot in the Visual editor anymore. However, you are able to see the code and come back if you have not made any changes.

After your Salesbot is ready, click Save & Continue to save it.

Want to know more about what you can do with the Salesbot? Check out our developer knowledge base.

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Need more help setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

Not a user yet? Sign up for our free 14-day trial or book a free live demo to see it in action!