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PlatformAI Chatbot

AI Chatbot

Plus+

The AI Chatbot adds a chat widget to your public GoConverso page that works 24/7. It captures visitor contact details, answers frequently asked questions using your own data, and can guide clients through a full booking flow — without any manual involvement from you.

Available on Plus plans and above. The AI Response node in the Flow Builder requires Plus. External API call nodes require Pro.

How It Works

The chatbot runs in two complementary modes that work together automatically:

ModeWhat it does
Flow EngineFollows a deterministic conversation script you define. Ideal for booking flows, service selection, and guided interactions.
AI ModeUses Claude or GPT to answer open-ended questions. Falls back to AI when a visitor’s message doesn’t match the active flow.

When a visitor sends a free-text message during an active flow, the system classifies the intent first. If it looks like a flow input (a service choice, a date, a yes/no), the flow continues. If it looks like a question or off-topic message, AI answers it — and the flow remains paused so the conversation can resume.

Setting Up the Chatbot

Access the chatbot settings at Dashboard > Apps > AI Chatbot or navigate directly to Dashboard > Chatbot Settings.

Enable the chatbot

On the Configuration tab, toggle the chatbot to Enabled. The chat widget will appear on your public profile page immediately.

Set a welcome message

Write a welcome message that greets visitors when they open the chat. Use the suggestion chips below the field to get started quickly — choose from friendly greetings tailored to service businesses.

Set an offline message

Configure the message shown when the chatbot is disabled or outside your availability window. Again, suggestion chips provide ready-to-use copy.

Save your configuration

Click Save Settings to apply changes.

Configuration Options

Go to Dashboard > Chatbot Settings > Configuration to access all settings.

  • Enabled: Show or hide the chat widget on your public page
  • Welcome Message: The first message visitors see when opening the chat
  • Offline Message: Shown when the bot is disabled
  • Primary Color: The accent color of the chat widget (matches your brand)
  • AI Provider: Choose between Anthropic (Claude) or OpenAI (GPT)
  • Your AI Key (optional): Add your own API key. When set, AI responses use your key and do not consume platform AI credits.

Adding your own Anthropic or OpenAI API key in the Credentials section of Automations gives you unlimited AI responses without consuming platform credits.

Flow Builder

The Flow Builder is a visual editor where you design the conversation your chatbot follows step by step. Drag nodes onto a canvas, connect them, and preview the full chat experience — all without writing code.

Access it at Dashboard > Chatbot Settings > Templates, then click Edit Flow on any active template, or navigate to Dashboard > Chatbot > Flow Editor.

Editor Layout

The flow editor has three panels:

PanelPositionPurpose
Node PaletteLeft sidebarAll available node types, click to add to canvas
CanvasCenterVisual workspace where you place and connect nodes
Properties PanelRight sidebarConfigure the settings of the selected node

The canvas supports zoom, pan, grid snapping, and a mini-map for large flows.

Node Types

Every flow starts with one Chat Trigger node. From there, you connect any combination of the 12 available node types:

#NodeDescriptionPlan
1Chat TriggerThe starting point — every flow begins hereAll
2Bot MessageSends a text message from the botAll
3User InputWaits for the visitor to type a response and stores it in a variableAll
4Quick ReplyShows clickable buttons for the visitor to choose fromAll
5ConditionBranches the flow with if/else logic based on a variable valueAll
6ActionPerforms a system action (get services, check availability, create booking)All
7AI ResponseUses Claude or GPT to generate a dynamic replyPlus+
8DelayPauses the flow with a typing indicator before the next messageAll
9Collect DataPrompts for and validates specific data (name, email, phone, date)All
10API CallSends a request to an external webhook or APIPro+
11Transfer to HumanEnds the automated flow and notifies you to take overAll
12End ChatCloses the conversationAll

Use Quick Reply buttons whenever possible. Visitors click buttons 3–5x more often than they type free-text responses, which improves completion rates significantly.

Building a Flow

Open the Flow Editor

Go to Dashboard > Chatbot Settings, open the Templates tab, and click New Flow — or click Edit on an existing flow.

Start with the Chat Trigger

Every flow has exactly one Chat Trigger node already on the canvas. This node fires automatically when a visitor opens the chat.

Add a welcome message

Click Bot Message in the left sidebar to add it to the canvas. Connect the Chat Trigger’s output handle to the Bot Message’s input handle. In the Properties Panel, write your welcome text.

Build the conversation

Add more nodes and connect them in sequence. Use Quick Reply nodes to offer buttons, User Input nodes to collect data, and Condition nodes to branch the flow based on what the visitor says.

Preview the flow

Click Preview to open the chat simulator. You can interact with the flow exactly as a visitor would — test every path and verify all conditions work as expected.

Save and activate

Click Save. Then return to Chatbot Settings > Configuration and make sure the chatbot is enabled. The active flow runs automatically for all new visitors.

Flow Variables

Variables store information collected during the conversation. They follow the pattern {variable_name} and can be inserted into any message text.

Common variables used in booking flows:

VariableSet ByContains
{name}User Input or lead formVisitor’s full name
{email}Lead formVisitor’s email address
{phone}User Input or lead formVisitor’s phone number
{service_choice}User InputService selected (text or number)
{service_name}Action: resolve_serviceResolved service name
{preferred_date}User InputDate chosen by visitor
{preferred_time}User InputTime chosen by visitor

Variables accumulate throughout the session — they are never reset between steps.

Hybrid AI + Flow Routing

When a visitor types a free-text message while a flow is active, the system classifies the intent before deciding what to do:

IntentSystem Behavior
Flow input (a service name, a date, a confirmation)Flow advances normally
FAQ question (hours, prices, location)AI answers the question, then re-shows the current flow buttons
Support request (speak to a human)Redirects to human handoff, flow pauses
General chatAI responds, flow pauses
AmbiguousRe-shows the current question with a clarification prompt

Button clicks always advance the flow directly — no AI classification needed.

If a visitor types something unexpected (like “I have a question” when the bot is showing a service list), the flow pauses and AI answers. The conversation resumes when the visitor engages with the flow again.

Flow Templates

The Templates tab in Chatbot Settings includes ready-made flows for common use cases. Each template is available in multiple languages:

TemplateCategoryLanguages
Barbershop SchedulingBookingEN, PT-BR, ES
Aesthetic Clinic BookingBookingEN, PT-BR, ES
Personal Trainer BookingBookingEN, PT-BR
Phone Store SupportE-commerceEN, PT-BR
Restaurant ReservationBookingEN, PT-BR
Lead GenerationLead captureEN, PT-BR, ES
Customer SupportSupportEN, PT-BR, ES

Click Apply on any template to load it as your active flow. An active flow banner appears at the top of the Templates tab showing which template is currently running.

Templates are a starting point. After applying one, open the Flow Editor to customize the messages, add or remove nodes, and adjust the logic for your specific business.

Action Nodes — Built-In Integrations

Action nodes connect the chatbot to your GoConverso account data in real time:

ActionWhat It Does
get_servicesFetches your active services with names, durations, and prices
resolve_serviceMaps what the visitor typed (e.g., “1” or “Haircut”) to the correct service ID
check_availabilityFetches available time slots for a service on a specific date
create_booking_from_sessionCreates a real booking in your dashboard with status pending

These actions run server-side and use your live GoConverso data — no configuration needed.

Booking Flow

The booking flow is a pre-built conversation that takes a website visitor from an initial greeting all the way to a confirmed appointment request — without them ever leaving your public page. Bookings created by the chatbot appear in Dashboard > Appointments with a pending status, ready for you to confirm.

What the Booking Flow Does

The full booking flow covers:

  1. Lead Capture Wall — Collects the visitor’s name, email, and (optionally) phone before the conversation starts. The lead is saved to your client database immediately, even if they abandon the chat.
  2. Service Selection — Lists your real active services with prices, presented as clickable buttons.
  3. Date Selection — Offers the next 7 days as buttons, with support for typed dates in multiple formats and languages.
  4. Availability Check — Fetches real-time available slots based on your configured working hours and existing bookings.
  5. Confirmation — Shows a summary and asks the visitor to confirm with a button click.
  6. Booking Creation — Creates a real booking with status = pending in your dashboard and sends email notifications.

Lead Capture Wall

Before the conversation begins, the chatbot shows a short form asking for the visitor’s contact details.

FieldRequired
NameYes
EmailYes
PhoneNo

As soon as the visitor submits the form, a record is created (or updated if the email already exists) in your Clients database. This means every visitor who opens the chat is captured as a lead — regardless of whether they complete a booking.

Even if a visitor abandons the chat after filling in their details, their contact information is already in your CRM. You can follow up manually or through an automated email sequence.

Conversation Flow (23 Steps)

The default booking flow has 23 nodes. Here is the full path a visitor takes:

Welcome message → Intent buttons: [Book Appointment] [View Services] [Contact Us] → If name is already known (from lead form): skip to service list → If name is not known: ask for name → ask for phone → Fetch real services from your account → Show service list with buttons → Visitor selects a service → System resolves selection to a service ID → Offer next 7 days as date buttons → Fetch available time slots for chosen service + date → Show available times as buttons → If phone was not captured yet: ask for phone → Show confirmation summary → Visitor confirms [Yes] or cancels [No] → On confirm: create booking in dashboard → If success: show success message → If error: show specific error message → On cancel: show friendly cancellation message

The flow skips asking for name and phone if that information was already collected in the lead capture wall. This keeps the conversation short and avoids asking for the same information twice.

Service Selection

The chatbot lists services as numbered buttons. Visitors can:

  • Click a button — the most common path
  • Type a number — e.g., “1” selects the first service
  • Type a name — partial matching (e.g., “haircut” matches “Premium Haircut”)

If the typed input doesn’t match any service, the chatbot re-displays the service list with a polite prompt instead of silently choosing a default.

Date and Time Handling

The date selection step shows the next 7 days as buttons (e.g., “Wed 26/02”). Visitors can also type dates in any of these formats:

FormatExample
Button format”Wed 26/02”
ISO date”2026-03-15”
Day/Month/Year”15/03/2026”
Day name (English)“Monday”, “tomorrow”
Day name (Portuguese)“segunda-feira”, “amanhã”
Day name (Spanish)“lunes”, “mañana”

Available times are generated based on your working hours, with existing bookings blocked automatically. Times are shown as buttons in 30-minute intervals.

Email Notifications

When a booking is created through the chatbot, two emails are sent automatically:

RecipientWhenContent
ClientImmediately after booking”Your request has been received — waiting for confirmation” with appointment details
You (professional)Immediately after booking”New pending appointment via chatbot” with client details and a link to your dashboard
ClientWhen you confirm the booking”Your appointment is confirmed!” — the same confirmation email as bookings made through the public booking form

Notification emails to you are only sent when Email Notifications is enabled in your profile settings. Client emails are always sent when a valid email address is captured.

All emails follow your language setting in Dashboard > Settings. If you configured your account in Portuguese, clients receive emails in Portuguese — regardless of what language the visitor used in the chat.

Approving Chatbot Bookings

Chatbot bookings always start with pending status. To confirm:

Open Appointments

Go to Dashboard > Appointments. Chatbot bookings appear in the list tagged as created by “online”.

Open the booking

Click on any pending booking to open the details modal.

Confirm or cancel

Click Confirm to approve the booking. The client immediately receives a confirmation email. Click Cancel if you cannot accommodate the request.

For a booking to be created successfully, your account needs: at least one active service, working hours configured, and availability on the chosen date and time. If any of these are missing, the chatbot will show a specific error message.

Requirements Checklist

Before enabling the booking flow, verify:

  • At least one active service in Dashboard > Services
  • Working hours configured in Dashboard > Settings > Working Hours
  • Chatbot enabled in Dashboard > Chatbot Settings > Configuration
  • A booking flow applied in Dashboard > Chatbot Settings > Templates

FAQ Templates

The FAQ tab lets you build a knowledge base that the chatbot uses to answer visitor questions accurately. Instead of creating FAQs from scratch, GoConverso provides ready-made templates based on your business category.

Quick-Start Templates

When you open the FAQ tab, the system detects your business category (barber, dentist, personal trainer, etc.) and offers pre-built FAQ templates matching your niche:

Business TypeExample Questions
Barber / HairdresserWorking hours, services offered, walk-ins accepted, cancellation policy
DentistOffice hours, dental services, first visit, location
Personal TrainerSchedule, training programs, free assessment, online sessions
PsychologistHours, therapy types, confidentiality, online sessions
Spa / ManicureHours, treatments, appointment booking, location
Phone Repair ShopHours, repair services, repair time, warranty
Auto Body ShopHours, services, quotes, location
Other / DefaultHours, services, booking, contact, location, cancellation

Click Add on individual templates or Add All to insert them all at once.

Dynamic Answers

Some templates are marked Auto-generated from your data. These answers are generated automatically using your actual business information:

Answer TypeData Source
Business hoursYour working hours settings
Service list with pricesYour active services
Contact informationPhone, email, WhatsApp from your profile
LocationAddress from your profile
Booking infoTranslated booking link

Managing FAQs

Each FAQ entry has a question, answer, category, and priority (Low / Medium / High). Edit or delete any FAQ at any time using the pencil and trash icons. FAQs with higher priority are surfaced first when the AI searches for relevant answers.

Multilingual Support

The chatbot automatically adapts to the language of each visitor.

How Language Detection Works

  1. When a visitor sends their first message, the system identifies the language using keyword matching and character analysis (e.g., ã/ç → Portuguese, ñ → Spanish).
  2. The detected language is stored for the session — subsequent messages don’t trigger re-detection.
  3. If language can’t be determined from the message, the system uses the visitor’s browser language.
  4. All system messages (rate limit notices, offline messages, error prompts) are pre-translated in English, Portuguese, and Spanish.

Flow Message Translation

When your flow is set up in one language but a visitor writes in another, the chatbot automatically translates flow messages into the visitor’s language using a fast, low-cost AI model. Translations are cached per session so the same message is only translated once.

Service prices in the chatbot always use your configured currency from Dashboard > Settings, regardless of the visitor’s language.

Supported Currencies

The chatbot displays prices in your configured currency. 16 currencies are supported:

USD, EUR, GBP, BRL, CAD, AUD, MXN, ARS, CLP, COP, PEN, JPY, CNY, INR, ZAR, MYR

Conversations Tab

The Conversations tab shows a live log of all chat sessions. For each session you can see:

  • Visitor identifier and timestamp
  • Message history
  • Lead data captured (name, email, phone)
  • Whether a booking was created from the session

Metrics

The Metrics tab shows aggregate data for your chatbot:

MetricDescription
Total sessionsNumber of unique chat sessions started
Leads capturedVisitors who completed the lead capture form
Bookings createdBookings made through the chatbot
AI credits usedPlatform AI credits consumed this month

Plan Availability

FeatureFreePlusProMaxUltra
Chat widgetYesYesYesYes
FAQ knowledge baseYesYesYesYes
Flow EngineYesYesYesYes
AI responsesYesYesYesYes
AI Response node in flowsYesYesYesYes
External API Call nodeYesYesYes
Multilingual detectionYesYesYesYes
Your own AI keyYesYesYesYes