ToolkitSuiteRobotSimpleBot — AI Mode Overview

SimpleBot — AI Mode Overview

What is AI Mode?

AI Mode allows your bot to respond intelligently using artificial intelligence rather than following a fixed script. Instead of relying on pre-built conversation flows, the bot draws on its training data and context to generate natural, relevant replies in real time.

How AI-Powered Responses Work

When a visitor sends a message, the bot processes the input through an AI model and generates a response based on:

  • The training data and business context you've provided
  • The conversation history within the current session
  • Any specific instructions or guidelines set in the bot's prompt configuration

The result is a conversational experience that feels natural and can handle a wide range of questions without requiring every possible path to be mapped out in advance.

AI Mode vs. Flow-Based Bots

AI Mode Flow-Based
Best for Open-ended Q&A, support, general inquiries Structured data collection, lead capture, step-by-step processes
Conversation style Free-form, dynamic Guided, sequential
Setup effort Provide training context and prompt instructions Build each step and decision point manually
Data collection Can gather info conversationally Collects data through specific form-like blocks
Integrations Requires a Flow Builder wrapper to trigger integrations Natively triggers integrations at defined points

When to use AI Mode: Your bot needs to answer a broad range of questions, provide support, or have natural conversations where you can't predict every possible user input.

When to use Flow-Based: You need to collect specific information in a specific order (name, email, phone), qualify leads through a defined process, or trigger integrations at precise points.

Combining both: You can use AI within a Flow Builder bot by adding an AI Block as a step in your flow. This gives you the structure of a flow-based bot with the flexibility of AI responses at key points.

Configuring AI Behavior

You can shape how your AI bot responds by adjusting these settings:

  • Business Context / Training: Provide background information about your business, services, common questions, and anything the bot should know. The more relevant context you provide, the better the responses.
  • Prompt Instructions: Set the tone, personality, and boundaries for the bot. For example, you can instruct it to keep responses short, stay on topic, or avoid discussing certain subjects.
  • Reply Length: Control the maximum length of AI responses. This affects both the quality of responses and credit usage.
  • URL and PDF Training (Advanced): Train the bot on specific web pages or documents so it can reference that content in its answers.

Need more help?

If you've worked through this and still need a hand, contact support — we'll dig in with you.