Bot Settings
Enable or disable the AI bot, configure FAQ context and custom instructions.
Bot Settings
The Bot tab lets you configure the AI assistant that automatically responds to your leads' WhatsApp messages. The bot uses information from your properties, projects, and the context you provide to generate relevant responses.
Enabling or disabling the bot
At the top of the page you will find the Enable bot switch:
- Active: the bot automatically responds to incoming lead messages.
- Disabled: all messages arrive in the inbox without automatic responses. Agents must respond manually.
If your organization runs out of available AI messages (monthly limit exhausted and no pack balance), the bot is paused automatically. To reactivate it, purchase a credit pack or wait for the next billing cycle.
Policies and frequently asked questions (FAQ)
This field lets you provide context about your organization that the bot will use to answer common questions from your leads. The bot combines this information with your property and project data to generate complete responses.
Examples of useful information to include:
- Office hours: Monday to Friday 8am - 5pm
- Documents required for rental: ID, proof of income
- Security deposit: 1 month's rent
- Pet policy: allowed with additional deposit
- Areas covered and special services
Limit: 2,000 characters. A counter in the lower right corner shows how many characters you have used.
Custom bot instructions
Custom instructions let you adjust the bot's behavior and tone beyond the FAQ context. Here you can tell the bot how it should communicate with leads.
Example instructions:
- Always greet the user by name if known
- Prioritize properties in Escazu and Santa Ana
- Use formal language at all times
- Never mention prices without confirming with an agent
- Offer to schedule a visit when the lead shows interest
Limit: 4,000 characters.
Custom bot instructions are available only on Pro and Enterprise plans. If your plan does not include them, the field will appear disabled with a message indicating the restriction.
Saving changes
- Modify any of the fields: toggle, FAQ, or instructions.
- The Save button activates when there are pending changes.
- Click Save to apply the configuration.
How the bot works
For a detailed explanation of how the bot processes messages, searches for properties, and decides when to escalate to a human agent, see:
- How the bot works -- complete processing flow
- Escalation -- when and how the bot transfers to an agent
Availability by plan
| Feature | Solo | Pro | Enterprise |
|---|---|---|---|
| Enable/disable bot | Yes | Yes | Yes |
| FAQ and context | Yes | Yes | Yes |
| Custom instructions | No | Yes | Yes |
Related pages
- How the bot works -- message processing flow
- Bot escalation -- transfer to human agents
- Credit packs -- purchase additional AI credits
- Billing -- view current AI message usage