Doc Summary
This article provides a step-by-step guide to setting up Conversation AI V3 using the Guided Form approach in HighLevel. With the Guided Form method, you can create bots without writing prompts—just fill out a simple form, define your objectives, and let the system handle the logic. It’s perfect for quickly building effective, on-brand AI conversations.
TABLE OF CONTENTS
- What is the Guided Form Bot?
- Key Benefits of the Guided Form Bot
- How to Set Up the Guided Form Bot
- Frequently Asked Questions
What is the Guided Form Bot? #
The Guided Form Bot is a user-friendly setup option within Conversation AI that removes the need for manual prompt engineering. Instead, it walks you through creating a bot using a structured form. You define key goals—like collecting contact details or answering FAQs—and the system builds a logic-driven, objective-based conversation flow behind the scenes.
Key Benefits of the Guided Form Bot #
The Guided Form Bot is ideal for users who want powerful bot functionality without needing deep technical expertise. It balances simplicity with flexibility, enabling high-quality conversations in less time.
- No need to write prompts
- Quick setup—create a bot in under 3 minutes
- Reliable, logic-based answers tailored to your inputs
- Easy way to capture leads and qualify contacts
- Reusable bot templates for multiple campaigns
- Works seamlessly with Conversation AI workflows and tagging
How to Set Up the Guided Form Bot #
Follow this step-by-step guide to set up your Guided Form Bot, define its behavior, and connect it to key actions within your CRM.
Step 1: Access the Create Bot Page #
To get started:
- Go to Conversation AI → Bots in the left-hand menu.
- Click Create Bot.
- The Guided Form interface opens by default.
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Step 2: Input Brand Information (Optional) #
While optional, adding brand information helps customize the tone and personality of your bot.
- Business Name
- Business Type
- Tone of Voice (e.g., professional, friendly, casual)
This allows the AI to respond more naturally in a tone consistent with your brand identity.
Step 3: Configure Basic Bot Settings #
These core settings determine how your bot behaves in conversations:
- Initial Message: The first thing the bot will say to users.
- Language: Select the language your bot should use.
- Bot Name: Give your bot a friendly identifier.
- Behavior Type:
- Auto-Pilot: Fully automated.
- Suggestive: Sends reply suggestions to the user.
Step 4: Define Objectives and Questions #
Add all the objectives you’d like the bot to complete.
- Use the Add Question / Objective button to create each.
- Enable Skip if Already Filled to prevent asking for existing contact data.
- Drag and drop questions to reorder them.
Common use cases:
- Ask for name, email, phone
- Qualify lead with Yes/No questions
- Offer scheduling links
Screenshot: Input panel for adding objectives and skip toggles.
Step 5: Setup Actions for Each Objective #
Once you’ve defined your questions, determine what the bot should do when objectives are completed.
Options include:
- Trigger a Workflow (e.g., enroll in email sequence)
- Update a Custom Field (e.g., save “Preferred Contact Time”)
- Assign Tags (e.g., “Interested in Demo”)
These actions help automate and personalize follow-ups based on user responses.
Screenshot: Workflow trigger and tag assignment dropdowns.
Step 6: Final Review and Additional Settings #
Before saving your bot, review all sections to make sure everything looks good. Then, configure any advanced settings:
- Bot Availability: Set time/day availability.
- Channels: Choose where the bot is active (SMS, Webchat, Instagram, etc.).
- Fallback Message: Custom message if the bot can’t handle a question.
Click Save to launch the bot!
Screenshot: Summary and Save button with completed configuration preview.
Frequently Asked Questions #
Q: Can I switch between Guided Form and prompt-based bots?
Yes! From the bot creation screen, click the dropdown arrow next to “Create Bot” to choose your setup method.
Q: Can I edit the bot after it’s created?
Absolutely. Just open the bot from the Bot Manager and click “Edit.”
Q: What happens if the user doesn’t answer a question?
The bot will either retry, move on, or end the conversation—based on how you’ve configured each objective.
Q: Can I duplicate a bot?
Yes. Use the Duplicate option in the bot menu to reuse a configuration.
Q: Can I use Guided Form bots across channels like Instagram or WhatsApp?
Yes, as long as those channels are integrated into your HighLevel setup.
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Next Steps #
- Test Your Bot: Use the test chat window to validate the setup and ensure the objectives trigger as expected.
- Monitor Conversations: Track engagement in the Conversation view to see how users interact.
- Use with Workflows: Leverage Workflow triggers and actions to automate your lead nurturing process.
- Explore Bot Variants: Create variations of the bot for different use cases like customer support or event registration.
