## Core Automation Terminology for Modern Agencies

Choosing between Chatfuel vs GoHighLevel starts with understanding the automation concepts that separate a high-converting pipeline from one that leaks revenue. [Over 7 million businesses have used Chatfuel](https://chatfuel.com/about-us) to manage automated interactions — and the terminology below explains exactly why that scale is achievable when the right infrastructure is in place.

**Lead Qualification**

The automated process of filtering prospects based on intent and budget before they reach a human agent — so your sales team only talks to people worth their time. Chatfuel's [automated qualification workflows](https://chatfuel.com/lead-qualification) handle this filtering across Facebook, Instagram, and WhatsApp without manual intervention.

**WhatsApp Business API**

A professional messaging interface that allows scalable, automated customer interactions unlike the standard consumer app — no manual replies, no message caps, and full integration with automation tools. Think of it as the engine behind any serious WhatsApp sales strategy; the [API's core infrastructure](https://academy.chatfuel.com/whatsapp-business-api) is what makes 24/7 lead engagement possible at volume.

**CRM (Customer Relationship Management)**

A system for managing all company relationships and interactions with customers and potential customers, typically tracking pipeline stages, deal values, and follow-up history in one place.

**Omnichannel Messaging**

The ability to manage conversations across Facebook, Instagram, and WhatsApp from a single dashboard — critical for agencies running multi-channel campaigns without losing lead context between platforms.

When evaluating Chatfuel alternatives, these four concepts are your benchmark. A platform that handles lead qualification deeply but lacks omnichannel reach will create gaps; one that covers every channel but can't connect messaging to actual closed deals leaves your ROI invisible. The comparison ahead breaks down precisely where each platform lands on these dimensions.

*The platform you choose should automate qualification and prove attribution — not just send messages.*

## Side-by-Side Comparison: Chatfuel vs. GoHighLevel

When evaluating GoHighLevel vs Chatfuel for WhatsApp marketing, the core difference comes down to architecture. Chatfuel is built messaging-first — it's designed to meet leads where they already spend time, including WhatsApp, Instagram, and Facebook. GoHighLevel takes a CRM-first approach, prioritizing pipeline management, email sequences, and landing pages over conversational channels. That distinction shapes everything: setup speed, reporting depth, and where each platform delivers the most value.

<table><tbody><tr><th colspan="1" rowspan="1"><p>Platform</p></th><th colspan="1" rowspan="1"><p>Primary Strength</p></th><th colspan="1" rowspan="1" colwidth="139"><p>Key Channels</p></th><th colspan="1" rowspan="1"><p>Ideal User</p></th></tr><tr><th colspan="1" rowspan="1"><p>Chatfuel</p></th><td colspan="1" rowspan="1"><p>Automated lead qualification and sales tracking via messaging</p></td><td colspan="1" rowspan="1" colwidth="139"><p>WhatsApp, Instagram, Facebook Messenger</p></td><td colspan="1" rowspan="1"><p>Agencies and sales teams running WhatsApp-first pipelines</p></td></tr><tr><th colspan="1" rowspan="1"><p>GoHighLevel</p></th><td colspan="1" rowspan="1"><p>Full-stack CRM with funnel and campaign management</p></td><td colspan="1" rowspan="1" colwidth="139"><p>Email, SMS, landing pages, limited WhatsApp</p></td><td colspan="1" rowspan="1"><p>Agencies replacing traditional CRM suites like HubSpot or Salesforce</p></td></tr></tbody></table>

**Ease of use** separates these platforms quickly. Chatfuel's automated lead qualification system that integrates with WhatsApp, featuring 24/7 support, ready-made materials, and automated reporting gets agencies live fast — often without a developer. GoHighLevel's broad feature set is powerful, but the learning curve is steep. Teams typically spend weeks configuring workflows before seeing results.

**Reporting** is where Chatfuel's positioning as a GoHighLevel alternative becomes most compelling for messaging-heavy agencies. Chatfuel tracks which specific lead converted into a sale — not just that a pipeline moved. [Approximately 46% of all Facebook Messenger bots are built using Chatfuel](https://www.tidio.com/blog/chatfuel-review/), a signal of how deeply it's embedded in conversational marketing. You can even [automate lead qualification directly from ad traffic](https://chatfuel.com/blog/facebook-ad-lead-automation), linking top-of-funnel activity to bottom-of-funnel results.

GoHighLevel reports on pipeline stages and campaign performance broadly — useful, but not built to surface the WhatsApp conversation that closed a deal. If your leads live in messaging apps, that gap matters.

*Choose the platform whose architecture matches where your leads actually convert — not just where your team is most comfortable managing data.*

## Choosing Based on Your Business Model

The comparison so far makes one thing clear: these two platforms solve different problems. Choosing the right one comes down to where your leads actually live and what your agency needs to prove to clients.

**GoHighLevel fits** if you're replacing a broad CRM stack — think email sequences, landing page builders, and SMS campaigns all under one roof. It's a strong fit for agencies managing diverse client verticals where no single channel dominates.

**Chatfuel fits** if your leads arrive through WhatsApp or Instagram and you need lead qualification automation that's ready out of the box. Its automated lead qualification system that integrates with WhatsApp, featuring 24/7 support, ready-made materials, and automated reporting gives agencies a measurable, repeatable process — not just a chatbot.

**The lead-to-sale tracking gap** is where the difference becomes financially significant. In practice, many general-purpose platforms can show you message volume or open rates, but struggle to connect a specific conversation to a closed deal. Chatfuel's automated reporting is designed to close that loop, letting you show clients exactly [which conversations drove revenue](https://chatfuel.com/blog/whatsapp-business-api) — a critical differentiator when you're defending your retainer.

<table><tbody><tr><th colspan="1" rowspan="1"><p>Factor</p></th><th colspan="1" rowspan="1"><p>GoHighLevel</p></th><th colspan="1" rowspan="1"><p>Chatfuel</p></th></tr><tr><th colspan="1" rowspan="1"><p>Primary channel</p></th><td colspan="1" rowspan="1"><p>Email, SMS, landing pages</p></td><td colspan="1" rowspan="1"><p>WhatsApp, Instagram, Facebook</p></td></tr><tr><th colspan="1" rowspan="1"><p>Lead-to-sale tracking</p></th><td colspan="1" rowspan="1"><p>CRM-level pipeline view</p></td><td colspan="1" rowspan="1"><p>Automated WhatsApp conversion reporting</p></td></tr><tr><th colspan="1" rowspan="1"><p>Setup complexity</p></th><td colspan="1" rowspan="1"><p>High — broad configuration required</p></td><td colspan="1" rowspan="1"><p>Low — plug-and-play templates included</p></td></tr><tr><th colspan="1" rowspan="1"><p>Best pricing fit</p></th><td colspan="1" rowspan="1"><p>Agencies running multi-channel campaigns</p></td><td colspan="1" rowspan="1"><p>Teams prioritizing WhatsApp ROI</p></td></tr></tbody></table>

**On pricing**, general platforms charge for breadth; specialized tools charge for depth. If WhatsApp is your primary acquisition channel, paying for features you'll never use dilutes your cost-to-value ratio. Chatfuel's pricing is structured around the volume and outcomes that WhatsApp-focused agencies actually care about.

*If your clients are asking "which lead became a sale?", the right platform is the one built to answer that question automatically — and that shapes the choice more than any feature list.*

## The Bottom Line: Which Should You Pick?

Both platforms are capable, but they're built for different priorities. The right choice depends on where your customers actually engage and what your agency needs to prove.

Here's how each platform lines up:

<table><tbody><tr><th colspan="1" rowspan="1"><p>Platform</p></th><th colspan="1" rowspan="1"><p>Core Strength</p></th><th colspan="1" rowspan="1"><p>Best For</p></th><th colspan="1" rowspan="1"><p>Key Limitation</p></th></tr><tr><th colspan="1" rowspan="1"><p>GoHighLevel</p></th><td colspan="1" rowspan="1"><p>Broad CRM and marketing suite</p></td><td colspan="1" rowspan="1"><p>Agencies managing multi-channel campaigns and full client pipelines</p></td><td colspan="1" rowspan="1"><p>WhatsApp is not a native channel; workarounds add friction</p></td></tr><tr><th colspan="1" rowspan="1"><p>Chatfuel</p></th><td colspan="1" rowspan="1"><p>WhatsApp automation for agencies and social media lead qualification</p></td><td colspan="1" rowspan="1"><p>Teams prioritizing speed-to-lead and trackable sales conversion</p></td><td colspan="1" rowspan="1"><p>Narrower scope; not a full business OS</p></td></tr></tbody></table>

**GoHighLevel** functions as a business operating system. If your agency bills clients for CRM setup, email sequences, and multi-channel nurture campaigns, that breadth makes sense. It consolidates a lot of tools into one dashboard.

**Chatfuel** is a conversion specialist. If your leads come through WhatsApp — and for most markets they do — Chatfuel's automated lead qualification system that integrates with WhatsApp, featuring 24/7 support, ready-made materials, and automated reporting is purpose-built to close that gap faster. The ability to [qualify and route leads automatically](https://chatfuel.com/lead-qualification) means your sales team focuses on conversations that are already warm.

For agencies where ROI proof matters, that distinction is decisive. Chatfuel tracks which lead became a sale — not just which lead clicked an ad.

**Start with the channel your customers use most.** If that's WhatsApp, you can explore how the [WhatsApp Business API](https://academy.chatfuel.com/whatsapp-business-api) powers Chatfuel's automation layer before committing to a broader stack you may not need.

Chatfuel vs GoHighLevel compared — messaging-first WhatsApp automation vs. full-stack CRM for agency lead qualification and tracking.

Chatfuel vs GoHighLevel: Sales Automation Compared

## The 2026 GoHighLevel Review: Why Agencies Are Seeking Alternatives

**GoHighLevel** built its reputation as the [all-in-one white-label SaaS platform](https://www.ghlexperts.com/what-is-gohighlevel) for agencies — combining CRM, funnel building, email automation, and client reselling under one roof. For many teams, that breadth was the appeal. But in 2026, that same breadth is becoming the problem.

The most common frustrations driving agencies toward GoHighLevel alternatives include:

-   **Complexity issues:** The platform's learning curve is steep enough to stall onboarding for new hires and slow down client delivery timelines.

-   **Shallow feature depth:** An all-in-one approach spreads development thin. Tools that specialize — particularly in messaging, lead qualification, or WhatsApp automation — consistently outperform GoHighLevel's equivalents in those categories.

-   **Increasing plan costs:** [Pro-tier pricing](https://www.gohighlevel.com/CcYQhGEz2h) has climbed, and agencies scaling volume need more than a feature checklist — they need reliable support and ROI they can actually prove to clients.


In practice, agencies don't always need every feature on the list. What they need is speed, clarity, and tools that close sales — not tools that require a certification to operate.

*If GoHighLevel's complexity is costing you time or client confidence, the right specialized alternative can recover both.*

## Chatfuel: The Best Alternative for WhatsApp-First Lead Qualification

Chatfuel is a specialized automated lead qualification system that integrates with WhatsApp, featuring 24/7 support, ready-made materials, and automated reporting — purpose-built for agencies that want results without the overhead of a sprawling CRM platform.

**Best for:** Agencies and sales teams who need 24/7 automated lead nurturing, proven ROI tracking, and a fast setup that doesn't require a dedicated technical team.

When evaluating alternatives to GoHighLevel, the core question is fit. Chatfuel is the answer for messaging-first teams with a focused, conversion-driven toolset:

-   **Pro:** 24/7 automated support keeps leads warm around the clock — no human handoff required during off-hours.

-   **Pro:** Ready-made templates accelerate deployment, so your team spends time closing deals, not building flows from scratch.

-   **Pro:** Built-in ROI tracking identifies exactly which lead became a sale, giving agencies the data they need to prove campaign value to clients.

-   **Pro:** A CLI/SDK (`@chatfuel/wizard`) gives technical teams a way to build and white-label their own product directly on top of the official WhatsApp infrastructure — not locked into the visual builder alone.

-   **Con:** Chatfuel focuses specifically on WhatsApp and Instagram — it's not built as a broad multi-channel CRM covering email, SMS, or website funnels the way GoHighLevel does.


**Pricing:** Competitive mid-market pricing scaled to message volume and conversion output — designed to grow with your contact list without punishing you for success.

In practice, agencies running high-volume WhatsApp outreach consistently find that a focused tool outperforms a bloated one. If your primary growth lever is conversational selling on mobile, Chatfuel delivers measurable ROI where it counts most.

For teams that need a more traditional CRM backbone with deep reporting and contact management, the next contender is worth a close look.

*If WhatsApp and Instagram are your primary sales channels, Chatfuel's automated lead qualification system provides the clearest path from first message to closed deal.*

## HubSpot: The Enterprise-Grade CRM Powerhouse

HubSpot is the industry standard for inbound marketing and CRM scalability — and one of the most frequently evaluated **GoHighLevel competitors** when agencies need deeper reporting and cleaner data architecture.

**Best for:** Larger agencies and sales teams that require advanced data hygiene, attribution reporting, and a polished interface their clients can actually navigate without a tutorial.

-   **Pro:** Superior UI/UX that reduces onboarding friction — your team spends less time training and more time closing.

-   **Pro:** World-class customer support backed by an extensive knowledge base, plus [thousands of third-party integrations](https://www.perspective.co/article/gohighlevel-alternative) that connect your existing stack without custom workarounds.

-   **Pro:** Enterprise-grade reporting gives sales teams granular visibility into pipeline performance, deal velocity, and contact activity.

-   **Con:** Pricing escalates sharply as your contact list grows. What starts as an accessible freemium entry point can become a five-figure annual commitment once you unlock Professional or Enterprise tiers.

-   **Con:** The breadth of features can introduce complexity that smaller teams don't need — and won't pay to untangle.


**Pricing:** Free plan available; Marketing Hub Professional starts around $800/mo, scaling significantly with contact volume.

HubSpot is ideal for agencies managing enterprise clients who demand audit-ready reporting and a CRM that integrates cleanly with tools they already use. But if your growth model depends on WhatsApp-driven lead qualification and automated sales pipelines, the cost-to-outcome ratio shifts — which is exactly where a purpose-built automated lead qualification system that integrates with WhatsApp, featuring 24/7 support, ready-made materials, and automated reporting becomes a sharper investment.

If you're a sales-first team that wants pipeline simplicity without the enterprise overhead, the next alternative is built specifically with you in mind.

## Pipedrive: For Sales Teams Who Hate Complex Marketing Automation

Pipedrive is a CRM designed by salespeople for salespeople — it strips away the noise and puts your pipeline front and center. Where other platforms bundle in marketing automation you may never use, Pipedrive keeps the focus on moving deals forward.

**Pricing:** Starts at $14/seat/month (Essential plan), scaling to $99/seat/month for Enterprise. Seat-based pricing makes budgeting predictable for smaller sales teams. **Best for:** Sales-heavy teams that care more about closing deals than building email funnels or landing pages.

-   **Pro:** The visual pipeline interface is one of the most intuitive in the market — your team can get up and running in hours, not weeks.

-   **Pro:** The mobile app is genuinely strong, making it a practical choice for field sales reps who need real-time deal visibility on the go.

-   **Pro:** Activity-based selling keeps reps focused on the next action, not just a deal stage.

-   **Con:** No native funnel builder or advanced marketing automation — if you need that, Pipedrive requires third-party integrations to fill the gap.

-   **Con:** For agencies managing multi-client workflows, it lacks the white-label and campaign tooling that makes competing platforms better than GoHighLevel for some use cases.


*If your team's bottleneck is pipeline visibility and sales discipline — not email automation — Pipedrive is worth a serious look before considering a heavier platform.*

And if email automation is actually your core challenge, the next section covers a tool built precisely for that.

## ActiveCampaign: The King of Complex Email Automation

ActiveCampaign combines email marketing with a built-in CRM, giving content-heavy teams a platform where automation logic can get genuinely sophisticated — far beyond basic drip sequences.

**Positioning:** This is the go-to platform for agencies and e-commerce businesses that live or die by email nurture. If your growth strategy depends on behavioral triggers, conditional branching, and segmentation at scale, ActiveCampaign delivers tools that most all-in-one platforms can't match.

**Pricing:** Tiered by features and contact count, starting around $15/mo for basic plans and scaling significantly as your list and automation needs grow. It's worth comparing this structure against [GoHighLevel pricing](https://help.gohighlevel.com/support/solutions/articles/155000001156-highlevel-pricing-guide), which charges per account rather than per contact — a meaningful difference for agencies managing large audiences.

**Best for:** Content-driven agencies, e-commerce brands, and sales teams where email deliverability and automation complexity are non-negotiable priorities.

-   **Pro:** Best-in-class visual automation builder with deep conditional logic and branching

-   **Pro:** Superior email deliverability rates, backed by years of dedicated infrastructure focus

-   **Con:** No native website or funnel builder — you'll need to integrate a separate tool

-   **Con:** No white-label or sub-account mode, which limits its appeal as an agency SaaS offering


*If your agency's biggest revenue lever is email automation quality, ActiveCampaign outperforms most alternatives — but you'll need to patch its gaps with additional tools.*

If your priority leans more toward high-converting landing pages and funnel architecture, the next alternative takes a very different approach to that problem.

## ClickFunnels 2.0: For Funnel Purists and Course Creators

**ClickFunnels 2.0** is the original funnel builder — recently overhauled with a smarter page editor, a built-in CRM layer, and native course-hosting tools aimed at digital product creators who prioritize conversion over everything else.

**Pricing:** Fixed monthly plans starting at $97/mo, with no per-contact fees that inflate your bill as your list grows. **Best for:** Marketers, coaches, and course creators who live and die by high-converting landing pages and digital product funnels.

-   **Pro:** The page editor and template library are genuinely best-in-class — faster to build with and more polished out of the box than most alternatives

-   **Pro:** Built-in course and membership features make it a strong all-in-one for digital product businesses without bolting on a third platform

-   **Con:** CRM capabilities are still catching up to mature sales tools; if pipeline management is your priority, you'll feel the gap

-   **Con:** No sub-account structure means agencies can't white-label or segment client workspaces — a notable limitation that any honest GoHighLevel review will highlight


ClickFunnels 2.0 wins on the front end of the funnel. But if your agency needs deep client management, automated lead qualification, or WhatsApp-driven follow-up sequences, you'll quickly find its back end isn't built for that workload.

*If your primary revenue comes from selling digital products or courses, ClickFunnels 2.0 earns its place — but agencies running multiple client accounts need something more flexible.*

## The Bottom Line: Which GoHighLevel Alternative Should You Pick?

You've seen what each tool brings to the table. Now it's time to match the right platform to your actual situation. [Small businesses that level up their digital tools](https://www.brookings.edu/articles/level-up-small-businesses-survive-thrive/) are more likely to survive and thrive in competitive markets — and that starts with choosing a solution built for the job you need done, not the one with the longest feature list.

Here's a quick-reference map to guide your decision:

-   **Choose Chatfuel** if your priority is dominating lead qualification through WhatsApp. Its automated lead qualification system that integrates with WhatsApp, featuring 24/7 support, ready-made materials, and automated reporting gives agencies a clear, trackable line from first message to closed sale — and proves ROI without guesswork.

-   **Choose HubSpot** if you're running a large team that needs a professional, scalable CRM with deep reporting and cross-department alignment.

-   **Choose ActiveCampaign** if complex, behavior-driven email sequences are your core growth engine and you want sophisticated automation logic built in.

-   **Choose Pipedrive** if you want a clean, focused sales pipeline that your team will actually use — without unnecessary complexity getting in the way.


The right pick depends on where you're leaking revenue right now. If lead qualification and WhatsApp conversion are the bottleneck, Chatfuel closes that gap faster than any all-in-one platform can.

*Before committing to any platform, review which features you actually use — you may find a specialized tool outperforms a bloated suite at a fraction of the cost.*

## Final Verdict: Moving Beyond the All-in-One Hype

**GoHighLevel works well for certain agency setups** — but it isn't the only path to running a profitable, scalable agency in 2026. The tools covered in this article prove that specialization often beats generalization when your actual feature usage doesn't justify the cost of a sprawling platform.

Before you renew or switch, audit what you genuinely use each month:

-   **CRM and pipeline management** — are you using it, or duplicating work in a spreadsheet?

-   **Automation workflows** — are they converting leads, or just running in the background?

-   **Reporting** — can you prove ROI to clients, or are you piecing together screenshots?


If your answers reveal gaps, a focused tool will serve you better than an all-in-one that does everything at a surface level.

**For agencies and sales teams where lead qualification drives revenue**, the most direct upgrade is adding an automated lead qualification system that integrates with WhatsApp, featuring 24/7 support, ready-made materials, and automated reporting. Chatfuel is built precisely for that outcome — [the system that proves which lead became a sale](https://chatfuel.com/) — so your clients see results tied to real revenue, not vanity metrics.

Start with the tool that solves your sharpest problem first. You can always expand from there.

*If lead qualification is your bottleneck, start with Chatfuel and build your stack around what actually converts.*

Compare 8 GoHighLevel alternatives for agencies: Chatfuel, HubSpot, Pipedrive, ActiveCampaign, and more for CRM and lead qualification.

8 Best GoHighLevel Alternatives for Agencies

Compare the 6 best no-code chatbot builders in 2024. Find the right platform to automate support and sales without writing a single line of code.

No-code chatbot builder: 6 best platforms for 2024

Today all active internet users have a good understanding of what a chatbot is. However, enterprise chatbot solutions have a row of peculiarities that make them different from widely applied consumer-facing tools.

A chatbot for enterprises is an AI-powered software solution that can be accessed by employees via a messenger at any time and from anywhere. The launch of such chatbots is aimed at streamlining routing tasks and increasing the efficiency of multiple business processes.

At the same time, such tools still can be utilized for customer interactions. It means that the range of their use cases covers more areas than those of traditional chatbots.

Let’s take a closer look at how businesses can benefit from enterprise chatbots.

## Benefits of using enterprise chatbots

### Higher quality of customer service

While your customer care team can’t process dozens of inquiries within seconds in a 24/7 regime, a chatbot can do it for you. It means that customers can get the required support at any time, regardless of your opening hours.

### Enhanced operational efficiency

An enterprise chatbot can deal with appointment scheduling, routine customer inquiries, internal HR requests, lead qualification, and other business tasks. As a result, its use will allow employees to focus on more complex processes.

### Data-driven business insights

Enterprise chatbot platforms can accumulate and further analyze huge volumes of data related to the behavior and preferences of your customers and employees. These valuable insights play an important role in adjusting your processes to their needs and building your strategy in a more efficient way.

### Cost optimization

With process automation, you can efficiently reduce labor and operating costs. Thanks to this, you will have an additional budget for innovations and business expansion.

## Different types of enterprise chatbot solutions

### Rule-based chatbots

These tools operate in accordance with predefined sets of rules. The complexity of these rules can vary depending on the tasks a chatbot has. However, the range of the possible tasks is limited due to a conditional if/then basis of operations. Overall, rule-based chatbots are cost-effective and can be used for simple basic processes.

### AI-powered enterprise chatbots

These tools rely on such technologies as Machine Learning (ML) and Natural Language Processing (NLP). This allows them to be used in more sophisticated human-like conversations. The development and training of AI chatbots are more expensive than the work with rule-based tools. Nevertheless, their use provides more new opportunities for businesses in terms of automation.

<figure><img srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_chatfuel_7324765d99/lg_chatfuel_7324765d99.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_chatfuel_7324765d99/md_chatfuel_7324765d99.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_chatfuel_7324765d99/sm_chatfuel_7324765d99.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_chatfuel_7324765d99/xl_chatfuel_7324765d99.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_chatfuel_7324765d99/xs_chatfuel_7324765d99.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_chatfuel_7324765d99/lg_chatfuel_7324765d99.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_chatfuel_7324765d99/md_chatfuel_7324765d99.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_chatfuel_7324765d99/sm_chatfuel_7324765d99.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_chatfuel_7324765d99/xl_chatfuel_7324765d99.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_chatfuel_7324765d99/xs_chatfuel_7324765d99.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_chatfuel_7324765d99/original_chatfuel_7324765d99.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_chatfuel_7324765d99/thumbnail_chatfuel_7324765d99.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_chatfuel_7324765d99/original_chatfuel_7324765d99.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/chatfuel_7324765d99/chatfuel_7324765d99.png 1288w" width="1288" height="584" src="https://storage.googleapis.com/chatfuel-cms-staging/pic/chatfuel_7324765d99/chatfuel_7324765d99.png" alt="chatfuel.png"><figcaption>Source: <a href="https://dashboard.chatfuel.com/sign-up?utm_medium=chatfuel&amp;utm_source=blog&amp;utm_campaign=enterprise-chatbots">Chatfuel</a></figcaption></figure>

### Hybrid chatbots

These solutions represent a combination of the two previous types. They are powered by a set of rules and AI technologies. It means that they successfully deal with both simple inquiries and more complex tasks. Thus, they can ensure optimal flexibility and enhanced automation.

## How can you use an enterprise AI chatbot?

### 1\. Customer service

An enterprise chatbot can handle numerous tasks. For example, answering FAQs, collecting customer feedback, lead generation and nurturing, troubleshooting, and others. It can also re-direct an inquiry to human agents if their intervention is required.

### 2\. Sales and marketing

An enterprise AI chatbot can be of great use for lead generation and qualification, driving your sales. It can also send customers personalized offers and product recommendations and provide post-purchase updates.

### 3\. Technical support

An enterprise chatbot platform can be helpful in resolving technical problems that your employees can face on a regular basis. Such tools can provide step-by-step guides for addressing various issues.

### 4\. HR assistance

AI-powered chatbots can also help to reduce the workload on your HR department. Such solutions can be responsible for dealing with benefits inquiries, replying to policy-related questions, and providing assistance to new employees at the onboarding stage.

<figure><img srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_use_case_3_19d872ddb9/thumbnail_use_case_3_19d872ddb9.gif 72w, https://storage.googleapis.com/chatfuel-cms-staging/pic/use_case_3_19d872ddb9/use_case_3_19d872ddb9.gif 256w" width="256" height="553" src="https://storage.googleapis.com/chatfuel-cms-staging/pic/use_case_3_19d872ddb9/use_case_3_19d872ddb9.gif" alt="use case 3 .gif"><figcaption>Source: <a href="https://dashboard.chatfuel.com/sign-up?utm_medium=chatfuel&amp;utm_source=blog&amp;utm_campaign=enterprise-chatbots">Chatfuel</a></figcaption></figure>

## What to think about before implementing an enterprise chatbot?

### Seamless integrations

Your enterprise chatbot needs to get access to various types of your business data. That's why you should carefully consider its integration with your inner databases, CRM platform, and other software products.

### Security concerns

Enterprise chatbot solutions deal with sensitive business and personal data. Given this, it is vital to implement strong security measures. Two-factor authentication and security protocols like Transparent Layer Security (TLS) or Secure Sockets Layer (SSL) are among the most commonly applied methods today.

### Training and maintenance

It won’t be enough just to train your chatbot once and leave it as it is. Your databases are regularly updated. And the same should be done with the knowledge base of your chatbot for enterprises.

### Connection with human agents

If your chatbot can’t handle an inquiry on its own, it should connect a customer with an authorized employee. This transition should be performed as smoothly as possible.

## Enterprise chatbots: key trends

### Progress in AI and NLP development

In the near future, chatbots are expected to deliver even more human-like experiences. Already today AI can conduct sentiment analysis. Nevertheless, there are still some areas for improvement. Future chatbots will be emotionally intelligent. They will be able to detect human moods and emotions and react to them in a proper way. This ability together with context awareness will help to bring customer support automation to a new level.

### Virtual assistants

Advanced enterprise chatbot solutions will fulfill the role of virtual assistant in the workplace. Chatbots will be able to cover more tasks than today. For example, they will be able to analyze texts and provide their summary. They will be able to look for the freshest data on the internet, update presentations, and add graphs. For easier interaction, chatbots will have voice control features.

### Higher personalization and proactivity

In the future, chatbots will better know and understand users’ needs. With this, they will be able to offer their assistance proactively. And users won’t need to spend extra time to assign tasks to chatbots. With this approach, the provided help and offered information will be better tailored to the requirements of every person.

## Final word

The use of an enterprise chatbot platform can greatly boost business efficiency. Given this, companies from different industries demonstrate their interest in such solutions. Thus, it’s not surprising at all that the market offers a row of AI-powered products with highly-demanded functionality.

To achieve the desired results in automation, you should find a tool that fully corresponds to your needs—like Chatfuel.

Whether you need a simple chatbot to automate a specific task or a smart and powerful AI agent to handle processes end-to-end, Chatfuel has got you covered. It can help automate lead generation and qualification, sales, FAQs, post-purchase communication, and customer interaction. Chatfuel integrates with Stripe, Google Sheets, Calendly, Shopify, and many other platforms, allowing for omnichannel automation and streamlined workflows.

[Sign up for a free trial](https://dashboard.chatfuel.com/sign-up?utm_medium=chatfuel&utm_source=blog&utm_campaign=enterprise-chatbots) to discover Chatfuel’s capabilities and see how it can benefit your business regardless of its scale.

Explore the benefits of enterprise chatbots, their various types, key implementation considerations, and how AI advancements are shaping their future.

Enterprise chatbots in 2024: benefits, types, use cases

Chatbots are very popular nowadays and their application is wide and immersive. They help doctors, lawyers, teachers, and, of course, businesses. Chatbot platforms are transforming the way humans interact with machines, affecting brands and their target audiences.

One of the most important parts to pay attention to while building a chatbot is chatbot UI and chatbot UX design—statistics say [8 out of 10](https://www.goodfirms.co/resources/online-chatbot-technology) people would continue using a chatbot if they had a pleasant experience. Well-designed chatbot user interfaces improve users’ engagement and increase the overall chatbot effectiveness.

## What is a chatbot UI

Chatbot interface is the visual part of the bot. Simply put, it’s the interface that enables users to interact with the bot. No matter how powerful AI technology is driving the chatbot, if it lacks appealing visual representation, its performance will be low. Great chatbot interface design is vital, that's why it’s worth discussing in more detail.

## Chatbot UI key elements

Communication with the chatbot takes place in a conversational chat window. It should feature:

1.  **Chatbot picture**. One of the elements of the chatbot user interface is an avatar. Visual representation is more personalized and engaging.

2.  **Chatbot status/custom tagline**. Another important thing for chat bot UI is the indicator of the availability: offline, busy, or available.

3.  **Chatbot name**. Naming is essential. To have a good impression on users, it’s better to provide a name to your bot.

4.  **Chatbot messaging**. Other than text or voice commands it’s worth training AI to produce images and GIFs to interact with users.

5.  **Chatbot settings**: Providing a chatbot interface with the ability to customize it and adjust for users’ needs is another good point in getting closer to users’ hearts.

6.  **Welcome message**. Chatbot UI benefits from an engaging welcome message. Make it informative and friendly.

7.  **Error handling**. The UI for the chatbot should be error-resistant. Any misunderstanding that might take place requires a graceful reply from the chatbot.


## Chatbot UI design best practices

### 1\. Provide easy and simple navigation

Intuit navigation through the chatbot interface is vital to make it appealing to users. Try to avoid cluttering unnecessary elements that could be confusing.

### 3\. Personalize your chatbot UI design

While creating chatbot responses mind the language and the tone of voice, which should be ideal to reflect your brand values. Keep in mind user preferences as well.

### 3\. Make the chatbot user interface visually consistent

To make a chatbot engaging and more interactive it’s a good idea to incorporate various visual elements: images, reply buttons, emoji, and GIFs. etc. Also, it’s important to bring consistency of good chatbot UI design and the overall company or website design.

## Chatbot UI design tools and frameworks

### Figma

Figma is a well-known and widely used UI design software. It helps to create an engaging and interactive UI for chatbots. Figma opens the opportunity for collaboration, with extensive third-party plugin support and various integrations.

### Sketch

Sketch is another tool for effective chatbot UI design that is extremely resourceful in text and layer styles, as well as symbol libraries. It can be used by several designers simultaneously with the only disadvantage — it’s available on macOS only.

### InVision

InVision is a tool for creating chatbot user interface UI that provides chatbot UI designers with the required functionality to build wireframes and chatbot prototypes. It facilitates the chatbot interface design process and can be used collaboratively.

## Methods for evaluating chatbot UI effectiveness

There are several ways to evaluate user interface engagement:

1.  **User feedback.** To understand user expectations and challenges, as well as satisfaction levels, consider running questionnaires and surveys. Though this data is self-reported, it can add to the overall understanding of how effective chatbot UI is.

2.  **Heuristic evaluation**. This method helps identify potential issues with the chatbot UI in the early stages of its development. Analyzing chatbot UI against the established set of usability principles is important and cost-effective.

3.  **Eye-tracking**. This is a very valuable method of assessment though one of the most expensive ones. It helps to track users' reactions to visual elements and UI design.


## 5 chatbot design examples

### 1\. Chatfuel

<figure><img srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_chatfuel_7324765d99/lg_chatfuel_7324765d99.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_chatfuel_7324765d99/md_chatfuel_7324765d99.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_chatfuel_7324765d99/sm_chatfuel_7324765d99.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_chatfuel_7324765d99/xl_chatfuel_7324765d99.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_chatfuel_7324765d99/xs_chatfuel_7324765d99.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_chatfuel_7324765d99/lg_chatfuel_7324765d99.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_chatfuel_7324765d99/md_chatfuel_7324765d99.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_chatfuel_7324765d99/sm_chatfuel_7324765d99.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_chatfuel_7324765d99/xl_chatfuel_7324765d99.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_chatfuel_7324765d99/xs_chatfuel_7324765d99.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_chatfuel_7324765d99/original_chatfuel_7324765d99.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_chatfuel_7324765d99/thumbnail_chatfuel_7324765d99.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_chatfuel_7324765d99/original_chatfuel_7324765d99.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/chatfuel_7324765d99/chatfuel_7324765d99.png 1288w" width="1288" height="584" src="https://storage.googleapis.com/chatfuel-cms-staging/pic/chatfuel_7324765d99/chatfuel_7324765d99.png" alt="chatfuel.png"><figcaption>Source: <a href="https://dashboard.chatfuel.com/sign-up?utm_medium=chatfuel&amp;utm_source=blog&amp;utm_campaign=chatbot-ui">chatfuel.com</a></figcaption></figure>

Chatfuel is a no-code bot-building platform. From simple chatbots for customer service to smart and powerful AI agents, Chatfuel's solution interfaces are perfectly calibrated. Besides flawless UI, bots built with Chatfuel integrate with third-party software such as Shopify, Stripe, Calendly, Zapier, and others. It means your bot can not only answer FAQs and handle basic tasks, but also accept payments right in the chat, schedule appointments, qualify leads, and more. With Chatfuel, you can build bots for WhatsApp, Facebook Messenger, Instagram, and your website.

[Claim your free trial](https://dashboard.chatfuel.com/sign-up?utm_medium=chatfuel&utm_source=blog&utm_campaign=chatbot-ui) to see how Chatfuel can simplify communication with your customers and prospects.

### 2\. Replika

<figure><img srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_replica_6cb87b3ea6/lg_replica_6cb87b3ea6.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_replica_6cb87b3ea6/md_replica_6cb87b3ea6.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_replica_6cb87b3ea6/sm_replica_6cb87b3ea6.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_replica_6cb87b3ea6/xl_replica_6cb87b3ea6.png 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_replica_6cb87b3ea6/xs_replica_6cb87b3ea6.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_replica_6cb87b3ea6/lg_replica_6cb87b3ea6.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_replica_6cb87b3ea6/md_replica_6cb87b3ea6.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_replica_6cb87b3ea6/sm_replica_6cb87b3ea6.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_replica_6cb87b3ea6/xl_replica_6cb87b3ea6.webp 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_replica_6cb87b3ea6/xs_replica_6cb87b3ea6.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_replica_6cb87b3ea6/original_replica_6cb87b3ea6.png 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_replica_6cb87b3ea6/thumbnail_replica_6cb87b3ea6.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_replica_6cb87b3ea6/original_replica_6cb87b3ea6.webp 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/replica_6cb87b3ea6/replica_6cb87b3ea6.png 644w" width="644" height="292" src="https://storage.googleapis.com/chatfuel-cms-staging/pic/replica_6cb87b3ea6/replica_6cb87b3ea6.png" alt="replica.png"><figcaption>Source: replika.com</figcaption></figure>

Replika is an innovative chatbot that learns from users’ conversations and even mirrors their conversational styles. It adapts the tone and the mood according to the subject matter. Another feature is that the chatbot UI is highly customizable up to the level that a user can give it a name or change interface visual elements. Additionally, this live chat has a unique feature where it acknowledges and rewards users for their positive behaviors and accomplishments by granting them badges.

### 3\. Lark

<figure><img srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_lark_6355f779fa/lg_lark_6355f779fa.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_lark_6355f779fa/md_lark_6355f779fa.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_lark_6355f779fa/sm_lark_6355f779fa.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_lark_6355f779fa/xl_lark_6355f779fa.png 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_lark_6355f779fa/xs_lark_6355f779fa.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_lark_6355f779fa/lg_lark_6355f779fa.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_lark_6355f779fa/md_lark_6355f779fa.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_lark_6355f779fa/sm_lark_6355f779fa.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_lark_6355f779fa/xl_lark_6355f779fa.webp 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_lark_6355f779fa/xs_lark_6355f779fa.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_lark_6355f779fa/original_lark_6355f779fa.png 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_lark_6355f779fa/thumbnail_lark_6355f779fa.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_lark_6355f779fa/original_lark_6355f779fa.webp 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lark_6355f779fa/lark_6355f779fa.png 644w" width="644" height="292" src="https://storage.googleapis.com/chatfuel-cms-staging/pic/lark_6355f779fa/lark_6355f779fa.png" alt="lark.png"><figcaption>Source: larksuite.com</figcaption></figure>

Lark is a healthcare chatbot aimed at seniors. It is programmed to reply in a kind, friendly, and engaging way to be appealing to users. This chatbot UI and style of conversation make it very humanlike with elements of behavioral coaching for seniors to be more responsible about their health. Also, Lark’s chatbot UI is user-centric and no extra help is required for seniors to operate it.

### 4\. Erica

<figure><img srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_erica_5703d63826/lg_erica_5703d63826.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_erica_5703d63826/md_erica_5703d63826.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_erica_5703d63826/sm_erica_5703d63826.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_erica_5703d63826/xl_erica_5703d63826.png 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_erica_5703d63826/xs_erica_5703d63826.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_erica_5703d63826/lg_erica_5703d63826.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_erica_5703d63826/md_erica_5703d63826.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_erica_5703d63826/sm_erica_5703d63826.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_erica_5703d63826/xl_erica_5703d63826.webp 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_erica_5703d63826/xs_erica_5703d63826.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_erica_5703d63826/original_erica_5703d63826.png 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_erica_5703d63826/thumbnail_erica_5703d63826.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_erica_5703d63826/original_erica_5703d63826.webp 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/erica_5703d63826/erica_5703d63826.png 644w" width="644" height="292" src="https://storage.googleapis.com/chatfuel-cms-staging/pic/erica_5703d63826/erica_5703d63826.png" alt="erica.png"><figcaption>Source: bankofamerica.com</figcaption></figure>

Erica the chatbot created for banking counseling advice. Erica’s chat UI design is user-friendly, it includes an ideal balance of images, text, and graphs discussing the user's personal finances. Also, it can be both chat- and voice-driven. The chatbot features the FAQ section and is resourceful in providing feedback to users’ requests in an authoritative yet trustworthy way: praise and emoji.

### 5\. Milo

<figure><img srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_milo_d6e461f303/lg_milo_d6e461f303.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_milo_d6e461f303/md_milo_d6e461f303.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_milo_d6e461f303/sm_milo_d6e461f303.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_milo_d6e461f303/xl_milo_d6e461f303.png 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_milo_d6e461f303/xs_milo_d6e461f303.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_milo_d6e461f303/lg_milo_d6e461f303.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_milo_d6e461f303/md_milo_d6e461f303.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_milo_d6e461f303/sm_milo_d6e461f303.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_milo_d6e461f303/xl_milo_d6e461f303.webp 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_milo_d6e461f303/xs_milo_d6e461f303.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_milo_d6e461f303/original_milo_d6e461f303.png 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_milo_d6e461f303/thumbnail_milo_d6e461f303.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_milo_d6e461f303/original_milo_d6e461f303.webp 644w, https://storage.googleapis.com/chatfuel-cms-staging/pic/milo_d6e461f303/milo_d6e461f303.png 644w" width="644" height="293" src="https://storage.googleapis.com/chatfuel-cms-staging/pic/milo_d6e461f303/milo_d6e461f303.png" alt="milo.png"><figcaption>Source: techaltair.com</figcaption></figure>

Milo is a chatbot helping to build websites. It’s located on Artful Science’s page and provides a joyful journey for its users on the way to building their websites. Though Milo’s customization opportunities are quite limited, the way the chat interacts with users is friendly and lovable. Images and GIFs are often used by Milo to strengthen the personalized attitude. Milo is an ideal solution to greet newcomers to your website and programmed appropriately, it will show them around.

## Summary

It’s important to make sure that your company is represented through a resilient yet visually engaging copilot or a bot with an appealing chatbot interface design. Such an asset can increase users’ engagement, create more personalized user experiences, and deliver value to your brand. Not to mention handling many user requests at the same time and being capable of accomplishing tasks of various difficulty levels.

Understand key elements of chatbot UI design, learn about best practices, design tools, and evaluation methods, and get inspired by top chatbot design examples.

5 chatbot UI examples of user interface design

Running a small business is challenging. It often means doing multiple jobs at once, limited resources, and difficulties balancing growth and quality. But there’s a different way—getting a chatbot, a powerful tool that will help you free up resources by automating communication with customers without compromising their experience.

Chatbot can become your best worker, handling multiple tasks and providing customer service 24/7 while saving you costs on hiring extra staff. Read on to learn how your small business will benefit from a chatbot, what jobs it can do, and how to pick the best chatbot for a small business and use it to its full potential.

## 5 reasons for small businesses to use chatbots

### 1\. 24/7 availability

Chatbots provide round-the-clock, accurate customer service. No more lost opportunities due to different time zones or limited work hours.

### 2\. Automated lead generation and qualification

Your chatbot can gather prospects’ information and filter high-quality ones. With repetitive tasks automated, you and your sales team can focus on promising leads.

### 3\. Improved customer satisfaction

Your customers expect prompt communication, and that’s where business chatbots shine. Whether it’s a question, a request for an order status update, or an ask for help, a chatbot can address it instantly. Timely communication lowers frustration and contributes to a better customer experience.

### 4\. Cost savings

A sufficient customer support team can be a budget buster for small businesses. The most cost-savvy way to provide excellent customer service is to use a chatbot. Let the bot handle straightforward and repetitive inquiries and redirect customers to human agents for a more personalized touch when necessary.

### 5\. Data insights

Your chatbot can collect customer data for you to better understand your audience and their needs. Also, actual chats with your bot are a goldmine of insights. Use them to create more relevant marketing campaigns and make smarter, data-driven decisions.

## Types of chatbots for small business

Depending on your business needs, you may opt for a rule-based and an AI-powered chatbot.

### Rule-based chatbots

A rule-based chatbot is a computer program that operates according to a specific set of instructions. It responds based on keywords or triggers. Simply put, such a bot matches customer inquiries with predefined answers from its database.

If you need to handle routine tasks and answer simple questions, rule-based chatbots are your go-to.

### AI-powered chatbots

These are more effective bots that use artificial intelligence (AI), machine learning (ML), and natural language processing (NLP). These technologies allow bots to interact with users in a more conversational and flexible way. Unlike rule-based chatbots that follow clear instructions, AI-powered chatbots understand context, learn from interactions, and adapt their responses over time. They can handle more complex queries and even recommend products based on customer preferences and behavior.

If you're looking to provide a more personalized and engaging customer experience, opt for an AI-powered chatbot.

<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/use_case_3_19d872ddb9/use_case_3_19d872ddb9.gif" alt="use case 3 .gif" width="256" height="553" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_use_case_3_19d872ddb9/thumbnail_use_case_3_19d872ddb9.gif 72w, https://storage.googleapis.com/chatfuel-cms-staging/pic/use_case_3_19d872ddb9/use_case_3_19d872ddb9.gif 256w">

## Practical use cases for small business chatbots

Whether a customer is curious about your product's features, pricing, or how your shipping policies work, chatbots are there to provide the answers in no time. Thus, your human agents don't delve into minor issues and can focus on more complex tasks.

Though customer support and answering FAQs are primary use cases, your bot can do more.

### 1\. Book appointments

If you run a service-based business, your chatbot can handle appointments. It will find and show available slots to your customers, book appointments, and send confirmations, all automatically.

### 2\. Communicate on your social media and messengers

Social media are an important marketing and communication channel for small businesses. However, they may take too much of your time. Luckily, your bot can handle your social media for you. Use it to [automate communication in Facebook Messenger](https://chatfuel.com/facebook/), WhatsApp, or Instagram Direct. A bot can also automatically reply to comments, react to tags in stories and posts, and direct incoming inquiries to human agents if needed.

Setting up your chatbot is quite simple. For instance, here's a video explaining how to configure your bot to manage all incoming inquiries on WhatsApp.

<div class="iframe-wrapper" width="100%" height="250px"><iframe src="https://www.youtube.com/embed/481TdYw21eE?si=MOm6KI05IKfPFT56" frameborder="0" allowfullscreen="false" width="640" height="480"></iframe></div>

Check our [YouTube](https://www.youtube.com/@Chatfuel) for more helpful videos on building chatbots for social media and websites.

### 3\. Qualify leads

Accurate lead qualification is equally important and time-consuming. With a chatbot qualifying your leads you focus on the most promising potential customers carefully selected based on the pre-set criteria.

### 4\. Provide personalized product recommendations

E-commerce businesses can leverage a bot's capability to offer personalized recommendations to customers based on their preferences and behavior.

### 5\. Recover abandoned carts

Another handy skill of e-commerce chatbots. To lower your cart abandonment rate, make your bot send automated reminders to encourage customers to complete their purchases. Some [e-commerce chatbots](https://chatfuel.com/blog/best-ecommerce-chatbots-that-can-boost-your-business/) also integrate with third-party payment providers like Stripe allowing customers to pay directly in the chat.

### 6\. Collect feedback

A chatbot can also contribute to your understanding of what your customers think and want. They can engage customers in conversational surveys, polls, or feedback forms, helping you identify areas for improvement and make informed decisions, thereby improving the overall customer experience.

## How to choose the right chatbot for your small business

Choosing the right chatbot for your small business can seem overwhelming. Here's a brief overview of what to consider.

### Features

Think about what you need your chatbot to do. Schedule appointments, capture leads, answer FAQs, collect customer feedback? Maybe, all together? Whatever it is that you need, make sure your chatbot can deliver. Prioritize features that will boost customer engagement and make running your business easier.

### Ease of use

If you don't have resources for coding, choose a code-free chatbot platform. These platforms are typically user-friendly and understandable, even for those with limited technical skills. The best option would be a platform that makes creating, launching, and managing your chatbot simple and intuitive—like Chatfuel.

Chatfuel is a no-code platform that offers cost-effective solutions for every business. Whether you want to build a simple bot or need smart AI agents capable of performing entire roles rather than just individual tasks, Chatfuel has got you covered. [Sign up for a free trial](https://dashboard.chatfuel.com/sign-up?utm_medium=chatfuel&utm_source=blog&utm_campaign=chatbot-for-small-business) to explore Chatfuel's potential for your business.

<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/Chatfuel_gif_59d4d5b138/Chatfuel_gif_59d4d5b138.gif" alt="Chatfuel gif.gif" width="256" height="553" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_Chatfuel_gif_59d4d5b138/thumbnail_Chatfuel_gif_59d4d5b138.gif 72w, https://storage.googleapis.com/chatfuel-cms-staging/pic/Chatfuel_gif_59d4d5b138/Chatfuel_gif_59d4d5b138.gif 256w">

### Integrations

Make sure your chatbot integrates with the other software you already use. It can be customer relationship management (CRM) systems, email marketing platforms, e-commerce platforms, and others. Seamless integration means a more efficient workflow and omni-channel automation.

### Pricing

Picking the bot provider that fits your budget and business goals, watch out for hidden fees like usage limits and additional charges for advanced features.

Keeping these four factors in mind, you can find the perfect AI chatbot for small business.

## Best practices for implementing chatbots in your small business

### Set clear expectations

Let your users know they're chatting with a bot from the get-go. This not only prevents awkward moments but also helps manage expectations about what your chatbot can and can't do.

### Give your chatbot some personality

Your chatbot is an extension of your brand, so make sure it sounds like it. Whether your brand voice is friendly, professional, or casual, your chatbot's language and responses should mirror that. This helps to keep the user experience consistent and on-brand.

### Offer human handover

Chatbots are super handy, but there will be times when a human touch is needed. Make sure your customers can switch from bot to human agent if their query needs that extra bit of attention.

### Monitor and optimize

Monitor the bot's performance and keep track of metrics like response times, user satisfaction, and conversion rates. Use this data to fine-tune your chatbot's responses and improve its accuracy over time. Just like us, chatbots can learn and improve. Continuous optimization keeps your chatbot effective and aligned with business goals.

## Final word

A chatbot can be a valuable asset to your business. Whether you look to streamline customer experience, improve sales, or automate workflows, a chatbot is a cost-effective and scalable solution to address your unique challenges. [Sign up for a free trial](https://dashboard.chatfuel.com/sign-up?utm_medium=chatfuel&utm_source=blog&utm_campaign=chatbot-for-small-business) to unlock new growth opportunities for your business.

Learn about the benefits of having a chatbot for your small business, what it can do, and tips for choosing the right one.

6 ways of how to use chatbot for small business

<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/use_case_4_customer_support_523e568a8d/use_case_4_customer_support_523e568a8d.gif" alt="use case 4 — customer support.gif" width="256" height="553" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_use_case_4_customer_support_523e568a8d/thumbnail_use_case_4_customer_support_523e568a8d.gif 72w, https://storage.googleapis.com/chatfuel-cms-staging/pic/use_case_4_customer_support_523e568a8d/use_case_4_customer_support_523e568a8d.gif 256w">

Timely and accurate customer support is a must for any business looking to build a loyal customer base and long-term success. With AI automation, you can enable round-the-clock support service, ensuring a positive customer experience. Read on to improve the speed and quality of customer support without hiring additional staff in 3 steps that will take less than 15 minutes.

## Support challenges addressed by AI automation

-   **Inadequate customer support responses.** Improve slow and insufficient responses that negatively impact customer satisfaction and loyalty.

-   **Limited support availability.** Enable round-the-clock customer service without expanding your team.


### Key benefits of AI automation

-   **Quick and accurate customer interactions.** Provide faster and more reliable support, boosting customer trust and loyalty.

-   **Automated handling of routine inquiries.** Free up your team to focus on complex issues, improving overall efficiency.

-   **Round-the-clock support.** Ensure that customers are assisted at any time, even outside of your support team's working hours, without the need for additional staffing.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/boost_website_conversions_intro_d8e82bf19f/boost_website_conversions_intro_d8e82bf19f.png" alt="boost website conversions intro.png" width="1288" height="656" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_boost_website_conversions_intro_d8e82bf19f/lg_boost_website_conversions_intro_d8e82bf19f.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_boost_website_conversions_intro_d8e82bf19f/md_boost_website_conversions_intro_d8e82bf19f.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_boost_website_conversions_intro_d8e82bf19f/sm_boost_website_conversions_intro_d8e82bf19f.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_boost_website_conversions_intro_d8e82bf19f/xl_boost_website_conversions_intro_d8e82bf19f.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_boost_website_conversions_intro_d8e82bf19f/xs_boost_website_conversions_intro_d8e82bf19f.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_boost_website_conversions_intro_d8e82bf19f/lg_boost_website_conversions_intro_d8e82bf19f.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_boost_website_conversions_intro_d8e82bf19f/md_boost_website_conversions_intro_d8e82bf19f.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_boost_website_conversions_intro_d8e82bf19f/sm_boost_website_conversions_intro_d8e82bf19f.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_boost_website_conversions_intro_d8e82bf19f/xl_boost_website_conversions_intro_d8e82bf19f.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_boost_website_conversions_intro_d8e82bf19f/xs_boost_website_conversions_intro_d8e82bf19f.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_boost_website_conversions_intro_d8e82bf19f/original_boost_website_conversions_intro_d8e82bf19f.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_boost_website_conversions_intro_d8e82bf19f/thumbnail_boost_website_conversions_intro_d8e82bf19f.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_boost_website_conversions_intro_d8e82bf19f/original_boost_website_conversions_intro_d8e82bf19f.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/boost_website_conversions_intro_d8e82bf19f/boost_website_conversions_intro_d8e82bf19f.png 1288w">

## Set up AI automation in 3 simple steps

Follow these three straightforward steps and use the ready-made template designed for immediate impact to get started in just 15 minutes. Faster than your average ticket is resolved.

### 1\. Connect your WhatsApp number to Chatfuel (5 minutes)

-   [**Log in**](https://dashboard.chatfuel.com/sign-up?utm_medium=trigger&utm_source=onboarding_article&utm_campaign=customer-support-AI) to your Chatfuel account.

-   Go to the **Home** tab in the dashboard, find the **WhatsApp Business section,** and click **Connect**.

-   Choose **Use your number** and follow the steps to verify your phone number with your Meta Business Account.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png" alt="EN — Connect your WhatsApp number to Chatfuel.png" width="1156" height="676" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/thumbnail_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w">

Please note that you need to use a new phone number to avoid conflicts with your existing accounts and potential data loss.

Find a detailed guide on connecting your WhatsApp number [**here**](https://docs.chatfuel.com/en/articles/6987325-how-to-connect-your-whatsapp-number).

### 2\. Copy the template and fill in the details (5 minutes)

-   [**Click the link**](https://chatfuel.com/share/?flow=65ccb9d9fe6c1c47fd7b40c4) to get the template and save it to Chatfuel.

-   Add your business details to the **AI Agent block**.

-   Test the flow to ensure it works as expected.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/Support_agent_4466d60016/Support_agent_4466d60016.png" alt="Support agent.png" width="2182" height="1118" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_Support_agent_4466d60016/lg_Support_agent_4466d60016.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_Support_agent_4466d60016/md_Support_agent_4466d60016.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_Support_agent_4466d60016/sm_Support_agent_4466d60016.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_Support_agent_4466d60016/xl_Support_agent_4466d60016.png 2182w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_Support_agent_4466d60016/xs_Support_agent_4466d60016.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_Support_agent_4466d60016/lg_Support_agent_4466d60016.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_Support_agent_4466d60016/md_Support_agent_4466d60016.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_Support_agent_4466d60016/sm_Support_agent_4466d60016.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_Support_agent_4466d60016/xl_Support_agent_4466d60016.webp 2182w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_Support_agent_4466d60016/xs_Support_agent_4466d60016.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_Support_agent_4466d60016/original_Support_agent_4466d60016.png 2182w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_Support_agent_4466d60016/thumbnail_Support_agent_4466d60016.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_Support_agent_4466d60016/original_Support_agent_4466d60016.webp 2182w, https://storage.googleapis.com/chatfuel-cms-staging/pic/Support_agent_4466d60016/Support_agent_4466d60016.png 2182w">

### **3\. Activate the bot (5 minutes)**

Ensure that you have an Entry Point in place so that users can start conversations with your bot. Main Entry Points include:

1.  **Chat launched by new users.** Initiates conversations when a user texts your WhatsApp Business number for the first time. To enable users to reach out to you via WhatsApp, make sure your website includes your WhatsApp phone number.

2.  **Bot link.** Starts the conversation from a specific block in your flow. Use links or QR codes to invite users to interact with the bot.

3.  **WhatsApp chat button.** Adds a conversation-starting button to your website. Customers can click on it to initiate a conversation in WhatsApp Messenger.

4.  **Pop-up.** Incorporates a pop-up window on your website with an image, header, body text, and CTA (call-to-action) button. By clicking the pop-up, customers start a conversation with your business on WhatsApp.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_entry_points_141460af5c/EN_entry_points_141460af5c.png" alt="EN entry points.png" width="1229" height="698" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_entry_points_141460af5c/lg_EN_entry_points_141460af5c.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_entry_points_141460af5c/md_EN_entry_points_141460af5c.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_entry_points_141460af5c/sm_EN_entry_points_141460af5c.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_entry_points_141460af5c/xl_EN_entry_points_141460af5c.png 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_entry_points_141460af5c/xs_EN_entry_points_141460af5c.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_entry_points_141460af5c/lg_EN_entry_points_141460af5c.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_entry_points_141460af5c/md_EN_entry_points_141460af5c.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_entry_points_141460af5c/sm_EN_entry_points_141460af5c.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_entry_points_141460af5c/xl_EN_entry_points_141460af5c.webp 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_entry_points_141460af5c/xs_EN_entry_points_141460af5c.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_entry_points_141460af5c/original_EN_entry_points_141460af5c.png 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_EN_entry_points_141460af5c/thumbnail_EN_entry_points_141460af5c.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_entry_points_141460af5c/original_EN_entry_points_141460af5c.webp 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_entry_points_141460af5c/EN_entry_points_141460af5c.png 1229w">

Learn more about each Entry Point [**here**](https://docs.chatfuel.com/en/articles/6951048-whatsapp-entry-points).

That's it! You're all set to provide timely and accurate customer service.

For more details, please check the [**complete guide**](https://drive.google.com/file/d/10SK-F4MGhDeT3f7C29Wz0E9HFBkfqyUK/view?utm_medium=trigger&utm_source=onboarding_article&utm_campaign=guide_4) on AI-powered customer support 24/7.

Set up 24/7 support service in just 15 minutes for prompt and accurate customer interactions, no extra staff needed. Timely and accurate customer support is a.

AI Customer Support Automation in 15 Minutes

<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/use_case_3_19d872ddb9/use_case_3_19d872ddb9.gif" alt="use case 3 .gif" width="256" height="553" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_use_case_3_19d872ddb9/thumbnail_use_case_3_19d872ddb9.gif 72w, https://storage.googleapis.com/chatfuel-cms-staging/pic/use_case_3_19d872ddb9/use_case_3_19d872ddb9.gif 256w">

A sales team can not effectively close deals when burdened with routine and repetitive tasks. However, these tasks are essential for the sales process and cannot be avoided. The way out of this closed loop is AI automation. Read on to learn how you can implement AI automation to reduce your sales team's workload while enhancing their efficiency in 3 simple steps, which will take no more than 15 minutes.

## Use AI automation if you’re facing these challenges

-   **Routine task overload in sales.** Employ [AI sales tool](https://chatfuel.com/blog/ai-sales-tools/) to automate repetitive tasks to reduce the workload and increase the efficiency of your sales team.

-   **Limitations in 24/7 sales operations.** With AI, you can expand your sales reach beyond regular business hours without additional staff.


### Your gains from AI automation

-   **Elevated productivity.** AI handles mundane tasks, allowing your sales team to dedicate their time to high-value activities.

-   **Extended operations.** Leverage AI to keep your sales efforts going round-the-clock, catering to a global market.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/boost_website_conversions_intro_d8e82bf19f/boost_website_conversions_intro_d8e82bf19f.png" alt="boost website conversions intro.png" width="1288" height="656" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_boost_website_conversions_intro_d8e82bf19f/lg_boost_website_conversions_intro_d8e82bf19f.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_boost_website_conversions_intro_d8e82bf19f/md_boost_website_conversions_intro_d8e82bf19f.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_boost_website_conversions_intro_d8e82bf19f/sm_boost_website_conversions_intro_d8e82bf19f.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_boost_website_conversions_intro_d8e82bf19f/xl_boost_website_conversions_intro_d8e82bf19f.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_boost_website_conversions_intro_d8e82bf19f/xs_boost_website_conversions_intro_d8e82bf19f.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_boost_website_conversions_intro_d8e82bf19f/lg_boost_website_conversions_intro_d8e82bf19f.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_boost_website_conversions_intro_d8e82bf19f/md_boost_website_conversions_intro_d8e82bf19f.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_boost_website_conversions_intro_d8e82bf19f/sm_boost_website_conversions_intro_d8e82bf19f.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_boost_website_conversions_intro_d8e82bf19f/xl_boost_website_conversions_intro_d8e82bf19f.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_boost_website_conversions_intro_d8e82bf19f/xs_boost_website_conversions_intro_d8e82bf19f.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_boost_website_conversions_intro_d8e82bf19f/original_boost_website_conversions_intro_d8e82bf19f.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_boost_website_conversions_intro_d8e82bf19f/thumbnail_boost_website_conversions_intro_d8e82bf19f.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_boost_website_conversions_intro_d8e82bf19f/original_boost_website_conversions_intro_d8e82bf19f.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/boost_website_conversions_intro_d8e82bf19f/boost_website_conversions_intro_d8e82bf19f.png 1288w">

## Set up AI automation in 3 simple steps

Explore the detailed guide and ready-made template that will help you set up AI automation in under 15 minutes. Faster than your sales team's morning response to lead inquiries piled up overnight.

### 1\. Connect your WhatsApp number to Chatfuel (5 minutes)

-   [**Log in**](https://dashboard.chatfuel.com/sign-up?utm_medium=trigger&utm_source=onboarding_article&utm_campaign=sales-service-AI) to your Chatfuel account.

-   Go to the **Home** tab in the dashboard, find the **WhatsApp Business section,** and click **Connect**.

-   Choose **Use your number** and follow the steps to verify your phone number with your Meta Business Account.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png" alt="EN — Connect your WhatsApp number to Chatfuel.png" width="1156" height="676" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/thumbnail_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w">

Please note that you need to use a new phone number to avoid conflicts with your existing accounts and potential data loss.

Find a detailed guide on connecting your WhatsApp number [**here**](https://docs.chatfuel.com/en/articles/6987325-how-to-connect-your-whatsapp-number).

### 2\. Copy the template and fill in the details (5 minutes)

-   [**Click the link**](https://chatfuel.com/share/?flow=65cc7451b1ae801895ea12f9) to get the template and save it to Chatfuel.

-   Add your business details to the **AI agent block**.

-   Test the flow to ensure it works as expected.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/E_Commerce_Sales_Assosiate_91a2d0346f/E_Commerce_Sales_Assosiate_91a2d0346f.png" alt="E-Commerce Sales Assosiate.png" width="1096" height="698" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_E_Commerce_Sales_Assosiate_91a2d0346f/lg_E_Commerce_Sales_Assosiate_91a2d0346f.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_E_Commerce_Sales_Assosiate_91a2d0346f/md_E_Commerce_Sales_Assosiate_91a2d0346f.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_E_Commerce_Sales_Assosiate_91a2d0346f/sm_E_Commerce_Sales_Assosiate_91a2d0346f.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_E_Commerce_Sales_Assosiate_91a2d0346f/xl_E_Commerce_Sales_Assosiate_91a2d0346f.png 1096w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_E_Commerce_Sales_Assosiate_91a2d0346f/xs_E_Commerce_Sales_Assosiate_91a2d0346f.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_E_Commerce_Sales_Assosiate_91a2d0346f/lg_E_Commerce_Sales_Assosiate_91a2d0346f.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_E_Commerce_Sales_Assosiate_91a2d0346f/md_E_Commerce_Sales_Assosiate_91a2d0346f.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_E_Commerce_Sales_Assosiate_91a2d0346f/sm_E_Commerce_Sales_Assosiate_91a2d0346f.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_E_Commerce_Sales_Assosiate_91a2d0346f/xl_E_Commerce_Sales_Assosiate_91a2d0346f.webp 1096w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_E_Commerce_Sales_Assosiate_91a2d0346f/xs_E_Commerce_Sales_Assosiate_91a2d0346f.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_E_Commerce_Sales_Assosiate_91a2d0346f/original_E_Commerce_Sales_Assosiate_91a2d0346f.png 1096w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_E_Commerce_Sales_Assosiate_91a2d0346f/thumbnail_E_Commerce_Sales_Assosiate_91a2d0346f.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_E_Commerce_Sales_Assosiate_91a2d0346f/original_E_Commerce_Sales_Assosiate_91a2d0346f.webp 1096w, https://storage.googleapis.com/chatfuel-cms-staging/pic/E_Commerce_Sales_Assosiate_91a2d0346f/E_Commerce_Sales_Assosiate_91a2d0346f.png 1096w">

### 3\. Activate the bot (5 minutes)

Ensure that you have an **Entry Point** in place so that users can start conversations with your bot. Main Entry Points include:

1.  **Chat launched by new users.** Initiates conversations when a user texts your WhatsApp Business number for the first time. To enable users to reach out to you via WhatsApp, make sure your website includes your WhatsApp phone number.

2.  **Bot link.** Starts the conversation from a specific block in your flow. Use links or QR codes to invite users to interact with the bot.

3.  **WhatsApp chat button.** Adds a conversation-starting button to your website. Customers can click on it to initiate a conversation in WhatsApp Messenger.

4.  **Pop-up.** Incorporates a pop-up window on your website with an image, header, body text, and CTA (call-to-action) button. By clicking the pop-up, customers start a conversation with your business on WhatsApp.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_entry_points_141460af5c/EN_entry_points_141460af5c.png" alt="EN entry points.png" width="1229" height="698" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_entry_points_141460af5c/lg_EN_entry_points_141460af5c.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_entry_points_141460af5c/md_EN_entry_points_141460af5c.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_entry_points_141460af5c/sm_EN_entry_points_141460af5c.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_entry_points_141460af5c/xl_EN_entry_points_141460af5c.png 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_entry_points_141460af5c/xs_EN_entry_points_141460af5c.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_entry_points_141460af5c/lg_EN_entry_points_141460af5c.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_entry_points_141460af5c/md_EN_entry_points_141460af5c.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_entry_points_141460af5c/sm_EN_entry_points_141460af5c.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_entry_points_141460af5c/xl_EN_entry_points_141460af5c.webp 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_entry_points_141460af5c/xs_EN_entry_points_141460af5c.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_entry_points_141460af5c/original_EN_entry_points_141460af5c.png 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_EN_entry_points_141460af5c/thumbnail_EN_entry_points_141460af5c.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_entry_points_141460af5c/original_EN_entry_points_141460af5c.webp 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_entry_points_141460af5c/EN_entry_points_141460af5c.png 1229w">

Learn more about each Entry Point [**here**](https://docs.chatfuel.com/en/articles/6951048-whatsapp-entry-points).

That's it! You're all set to generate sales 24/7.

For more details, please check the [**complete guide**](https://drive.google.com/file/d/1tKqisJ8wPRrDiyxrt0Mgopd5z5aF98jF/view?utm_medium=trigger&utm_source=onboarding_article&utm_campaign=guide_3) on AI-powered sales service 24/7.

Watch the full video on creating an AI agent for sales in 10 min below, and follow the [Chatfuel YouTube channel](https://www.youtube.com/channel/UC1_z5c5UnMJ0waRJ8Bx1cFg) for more insights and tutorials.

<div class="iframe-wrapper" width="100%" height="250px"><iframe src="https://www.youtube.com/embed/KMxSfKftv9I" frameborder="0" allowfullscreen="false" width="640" height="480"></iframe></div>

Drive sales 24/7 without hiring extra staff by utilizing AI automation. Easy-to-follow setup guide and ready-made template to get started quickly.

Boost Sales with AI Automation in 15 Minutes

<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/Use_case_2_via_the_link_5026fafcba/Use_case_2_via_the_link_5026fafcba.gif" alt="Use-case 2 via the link.gif" width="256" height="553" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_Use_case_2_via_the_link_5026fafcba/thumbnail_Use_case_2_via_the_link_5026fafcba.gif 72w, https://storage.googleapis.com/chatfuel-cms-staging/pic/Use_case_2_via_the_link_5026fafcba/Use_case_2_via_the_link_5026fafcba.gif 256w">

Response time can define whether you win a customer or lose them to competitors. With AI automation, your leads get instant answers to their questions, regardless of your sales team's availability. Read on to learn how to cut sales response time and boost customer engagement using AI automation set up in less than 15 minutes.

## Challenges addressed by AI automation

-   **Inefficient handling of customer inquiries.** Increase sales by automating lead qualification and routing qualified leads to salespeople.

-   **High volume of inquiries overloading teams.** Manage larger volumes of inquiries without adding extra load to your staff or expanding the team.

-   **Slow sales response times.** Respond to customer messages faster, ensuring that you don't miss out on opportunities.


### Key benefits of AI automation

-   **Efficient lead processing.** AI automation ensures fast and efficient handling of every inquiry, capturing every business opportunity and increasing conversion rates.

-   **Faster sales responses.** AI automation enables prompt and efficient customer interactions, which boosts customer satisfaction and overall sales performance.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/boost_website_conversions_intro_d8e82bf19f/boost_website_conversions_intro_d8e82bf19f.png" alt="boost website conversions intro.png" width="1288" height="656" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_boost_website_conversions_intro_d8e82bf19f/lg_boost_website_conversions_intro_d8e82bf19f.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_boost_website_conversions_intro_d8e82bf19f/md_boost_website_conversions_intro_d8e82bf19f.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_boost_website_conversions_intro_d8e82bf19f/sm_boost_website_conversions_intro_d8e82bf19f.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_boost_website_conversions_intro_d8e82bf19f/xl_boost_website_conversions_intro_d8e82bf19f.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_boost_website_conversions_intro_d8e82bf19f/xs_boost_website_conversions_intro_d8e82bf19f.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_boost_website_conversions_intro_d8e82bf19f/lg_boost_website_conversions_intro_d8e82bf19f.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_boost_website_conversions_intro_d8e82bf19f/md_boost_website_conversions_intro_d8e82bf19f.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_boost_website_conversions_intro_d8e82bf19f/sm_boost_website_conversions_intro_d8e82bf19f.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_boost_website_conversions_intro_d8e82bf19f/xl_boost_website_conversions_intro_d8e82bf19f.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_boost_website_conversions_intro_d8e82bf19f/xs_boost_website_conversions_intro_d8e82bf19f.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_boost_website_conversions_intro_d8e82bf19f/original_boost_website_conversions_intro_d8e82bf19f.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_boost_website_conversions_intro_d8e82bf19f/thumbnail_boost_website_conversions_intro_d8e82bf19f.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_boost_website_conversions_intro_d8e82bf19f/original_boost_website_conversions_intro_d8e82bf19f.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/boost_website_conversions_intro_d8e82bf19f/boost_website_conversions_intro_d8e82bf19f.png 1288w">

## Set up AI automation in 3 simple steps

Explore the detailed guide and ready-made template that will help you set up AI automation in under 15 minutes. Faster than your sales agent qualifies a lead.

### 1\. Connect your WhatsApp number to Chatfuel (5 minutes)

-   [**Log in**](https://dashboard.chatfuel.com/sign-up?utm_medium=trigger&utm_source=onboarding_article&utm_campaign=lead-qualification-AI) to your Chatfuel account.

-   Go to the **Home** tab in the dashboard, find the **WhatsApp Business section,** and click **Connect**.

-   Choose **Use your number** and follow the steps to verify your phone number with your Meta Business Account.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png" alt="EN — Connect your WhatsApp number to Chatfuel.png" width="1156" height="676" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/lg_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/md_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/sm_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xl_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/xs_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/thumbnail_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/original_EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.webp 1156w, https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a/EN_Connect_your_Whats_App_number_to_Chatfuel_168a31312a.png 1156w">

Please note that you need to use a new phone number to avoid conflicts with your existing accounts and potential data loss.

Find a detailed guide on connecting your WhatsApp number [**here**](https://docs.chatfuel.com/en/articles/6987325-how-to-connect-your-whatsapp-number).

### 2\. Copy the template and fill in the details (5 minutes)

The next steps will depend on whether you want your chatbot to directly sell or qualify leads and then transfer them to sales managers.

### 2.1. If you want to sell directly:

-   [**Click the link**](https://chatfuel.com/share/?flow=65cb4866c4a6f5100a790a9c) to get the template and save it to Chatfuel.

-   Add your business details to the **ChatGPT block**.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_template_Incoming_to_Sales_3b708766ee/EN_template_Incoming_to_Sales_3b708766ee.png" alt="EN template — Incoming to Sales.png" width="1288" height="623" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_template_Incoming_to_Sales_3b708766ee/lg_EN_template_Incoming_to_Sales_3b708766ee.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_template_Incoming_to_Sales_3b708766ee/md_EN_template_Incoming_to_Sales_3b708766ee.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_template_Incoming_to_Sales_3b708766ee/sm_EN_template_Incoming_to_Sales_3b708766ee.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_template_Incoming_to_Sales_3b708766ee/xl_EN_template_Incoming_to_Sales_3b708766ee.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_template_Incoming_to_Sales_3b708766ee/xs_EN_template_Incoming_to_Sales_3b708766ee.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_template_Incoming_to_Sales_3b708766ee/lg_EN_template_Incoming_to_Sales_3b708766ee.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_template_Incoming_to_Sales_3b708766ee/md_EN_template_Incoming_to_Sales_3b708766ee.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_template_Incoming_to_Sales_3b708766ee/sm_EN_template_Incoming_to_Sales_3b708766ee.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_template_Incoming_to_Sales_3b708766ee/xl_EN_template_Incoming_to_Sales_3b708766ee.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_template_Incoming_to_Sales_3b708766ee/xs_EN_template_Incoming_to_Sales_3b708766ee.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_template_Incoming_to_Sales_3b708766ee/original_EN_template_Incoming_to_Sales_3b708766ee.png 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_EN_template_Incoming_to_Sales_3b708766ee/thumbnail_EN_template_Incoming_to_Sales_3b708766ee.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_template_Incoming_to_Sales_3b708766ee/original_EN_template_Incoming_to_Sales_3b708766ee.webp 1288w, https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_template_Incoming_to_Sales_3b708766ee/EN_template_Incoming_to_Sales_3b708766ee.png 1288w">

### 2.2. If you want to qualify leads and then route qualified ones to sales managers:

-   [**Click the link**](https://chatfuel.com/share/?flow=65cb483b4703b9091d6ef316) to get the template and save it to Chatfuel.

-   Add your business details to the **AI Agent block**.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/Lead_Qualification_Agent_9acb52aecc/Lead_Qualification_Agent_9acb52aecc.png" alt="Lead Qualification Agent.png" width="1010" height="698" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_Lead_Qualification_Agent_9acb52aecc/lg_Lead_Qualification_Agent_9acb52aecc.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_Lead_Qualification_Agent_9acb52aecc/md_Lead_Qualification_Agent_9acb52aecc.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_Lead_Qualification_Agent_9acb52aecc/sm_Lead_Qualification_Agent_9acb52aecc.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_Lead_Qualification_Agent_9acb52aecc/xl_Lead_Qualification_Agent_9acb52aecc.png 1010w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_Lead_Qualification_Agent_9acb52aecc/xs_Lead_Qualification_Agent_9acb52aecc.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_Lead_Qualification_Agent_9acb52aecc/lg_Lead_Qualification_Agent_9acb52aecc.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_Lead_Qualification_Agent_9acb52aecc/md_Lead_Qualification_Agent_9acb52aecc.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_Lead_Qualification_Agent_9acb52aecc/sm_Lead_Qualification_Agent_9acb52aecc.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_Lead_Qualification_Agent_9acb52aecc/xl_Lead_Qualification_Agent_9acb52aecc.webp 1010w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_Lead_Qualification_Agent_9acb52aecc/xs_Lead_Qualification_Agent_9acb52aecc.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_Lead_Qualification_Agent_9acb52aecc/original_Lead_Qualification_Agent_9acb52aecc.png 1010w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_Lead_Qualification_Agent_9acb52aecc/thumbnail_Lead_Qualification_Agent_9acb52aecc.png 226w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_Lead_Qualification_Agent_9acb52aecc/original_Lead_Qualification_Agent_9acb52aecc.webp 1010w, https://storage.googleapis.com/chatfuel-cms-staging/pic/Lead_Qualification_Agent_9acb52aecc/Lead_Qualification_Agent_9acb52aecc.png 1010w">

In both scenarios, test the flow to ensure it works as expected.

### 3\. Activate the bot (5 minutes)

Ensure that you have an **Entry Point** in place so that users can start conversations with your bot. Main Entry Points include:

1.  **Chat launched by new users.** Initiates conversations when a user texts your WhatsApp Business number for the first time. To enable users to reach out to you via WhatsApp, make sure your website includes your WhatsApp phone number.

2.  **Bot link.** Starts the conversation from a specific block in your flow. Use links or QR codes to invite users to interact with the bot.

3.  **WhatsApp chat button.** Adds a conversation-starting button to your website. Customers can click on it to initiate a conversation in WhatsApp Messenger.

4.  **Pop-up.** Incorporates a pop-up window on your website with an image, header, body text, and CTA (call-to-action) button. By clicking the pop-up, customers start a conversation with your business on WhatsApp.


<img src="https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_entry_points_141460af5c/EN_entry_points_141460af5c.png" alt="EN entry points.png" width="1229" height="698" srcset="https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_entry_points_141460af5c/lg_EN_entry_points_141460af5c.png 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_entry_points_141460af5c/md_EN_entry_points_141460af5c.png 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_entry_points_141460af5c/sm_EN_entry_points_141460af5c.png 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_entry_points_141460af5c/xl_EN_entry_points_141460af5c.png 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_entry_points_141460af5c/xs_EN_entry_points_141460af5c.png 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/lg_EN_entry_points_141460af5c/lg_EN_entry_points_141460af5c.webp 1920w, https://storage.googleapis.com/chatfuel-cms-staging/pic/md_EN_entry_points_141460af5c/md_EN_entry_points_141460af5c.webp 1280w, https://storage.googleapis.com/chatfuel-cms-staging/pic/sm_EN_entry_points_141460af5c/sm_EN_entry_points_141460af5c.webp 768w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xl_EN_entry_points_141460af5c/xl_EN_entry_points_141460af5c.webp 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/xs_EN_entry_points_141460af5c/xs_EN_entry_points_141460af5c.webp 300w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_entry_points_141460af5c/original_EN_entry_points_141460af5c.png 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/thumbnail_EN_entry_points_141460af5c/thumbnail_EN_entry_points_141460af5c.png 245w, https://storage.googleapis.com/chatfuel-cms-staging/pic/original_EN_entry_points_141460af5c/original_EN_entry_points_141460af5c.webp 1229w, https://storage.googleapis.com/chatfuel-cms-staging/pic/EN_entry_points_141460af5c/EN_entry_points_141460af5c.png 1229w">

Learn more about each Entry Point [**here**](https://docs.chatfuel.com/en/articles/6951048-whatsapp-entry-points).

That's it! You're all set to process incoming inquiries and qualify leads quickly and efficiently.

For more details, please check the [**complete guide**](https://drive.google.com/file/d/1-EnaNorQOo3Q5wJ4XGN6xQlnwumg6BtS/view?utm_medium=trigger&utm_source=onboarding_article&utm_campaign=guide_2) on enhancing lead qualification and sales.

Watch the full video on creating an AI agent for lead qualification in 5 minutes below, and follow the [Chatfuel YouTube channel](https://www.youtube.com/channel/UC1_z5c5UnMJ0waRJ8Bx1cFg) for more insights and tutorials.

<div data-youtube-video=""><iframe width="640" height="480" allowfullscreen="true" autoplay="false" disablekbcontrols="false" enableiframeapi="false" endtime="0" ivloadpolicy="0" loop="false" modestbranding="false" origin="" playlist="" src="https://www.youtube.com/embed/quqZE-PdzZI" start="0"></iframe></div>

Engage and qualify leads efficiently with AI automation using an easy-to-follow setup guide and ready-made template. Response time can define whether you win a.