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Most “can the bot do X?” questions are answered by three features working together: Forms, Q&A, and Integrations. This page maps the most common requests to the exact setup steps.
Not sure where to start? You can also open the help assistant from the question-mark icon in the top menu of your dashboard and ask in plain English — e.g. “How do I make the bot give customers a review link?"

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"I want the bot to handle ‘Get Free Quote’ requests”

Use a Form so the bot collects the visitor’s details inside the chat instead of sending them elsewhere.
1

Open Forms

Dashboard → select your website → Forms → Create Form.
2

Name it 'Request a Quote'

Add the fields you need (e.g. Name, Email, Company, Service, Message).
3

Write the AI instruction

Use something like: “Show this form when a visitor asks about pricing, a quote, an estimate, a free quote, or wants to discuss business terms.”
4

Save & enable

The bot will now offer the quote form automatically whenever the intent matches.
See Forms for the full field list and the ready-made Quote Requests example.
Connect a CRM & Marketing integration (Attio, HubSpot, Klaviyo) so every submitted quote becomes a lead in your pipeline automatically.

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”I want the bot to give customers a review link”

Two simple options:

Add a Q&A entry

Best for a single review link. Add a Q&A whose question covers review phrasings (“how do I leave a review”, “review link”, “rate my order”) and whose answer contains the exact URL.

Use a Form

Best when you want to collect the review content in-chat. Use the Product Review form example so the bot gathers feedback before linking out.
For the Q&A approach, Dashboard → your website → Knowledge → Q&A → Add Q&A. Set:
  • Question: “How do I leave a review / where is the review link?”
  • Answer: “We’d love your feedback! Leave a review here: https://your-review-url.com"

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"I want the bot to collect email leads”

Combine a Form (to capture email + consent) with a CRM & Marketing integration (to sync the lead):
  • Create a “Newsletter Signup” or “Contact Me” form with an Email field.
  • Connect HubSpot, Klaviyo, or Attio so submissions flow into your marketing tool.

Train the bot on your content

The bot answers from your website + knowledge base. Add pages, files, and Q&A.

Change the bot's personality & answers

Edit the greeting, tone, and persona in Widget Design. Add Q&A for exact phrasings.

Install the widget

Add the chatbot to your site with one script snippet — no coding required.

Hand off to a live agent

Route complex questions to your team with human handoff.

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Tips for reliable answers

  • Write Q&A questions the way visitors actually ask (e.g. “free quote”, not “pricing enquiry form”).
  • Keep answers short and actionable — lead with the link or the next step.
  • After adding Q&A, give the bot a moment to index the new entry before testing.