Who This Is For / When to Use
Use this guide if an AI Bot is enabled and responses need to be trained, refined, or corrected before going live, or if the bot is responding incorrectly during testing.
Where AI Bot Training Happens
AI Bot training occurs inside the Manage & Train Your Bot interface and is tied to individual contacts, allowing responses to be tested and saved as FAQs in real time.
Navigate to a Contact to Access Training
The AI Bot training widget only appears when viewing a single contact record, because bot behavior can be tested using contact‑specific data.
To access it:
Open CRM > Contacts.
Click into any individual contact.
Open Manage & Train Your Bot from the contact view.
Start a Simulated Conversation With the Bot
Typing into the Start a conversation with your bot input simulates a real customer interaction and shows how the bot will respond.
To simulate a conversation:
Click inside the Start a conversation with your bot field.
Type a test message (for example: "hello" or a common customer question).
Press Send to view the bot’s response.
Test conversations do not reflect real appointment availability or live calendar data.
Train or Edit a Bot Response
Bot responses can be converted into saved FAQs directly from the conversation view, allowing the AI to learn and reuse the correct answer.
To train a response:
Hover over the bot’s message in the simulated conversation.
Click the Add (+) icon on the right side of the message.
Edit the Question and Answer fields if needed.
Click Add to save it to the AI Bot knowledge base.
Once saved, the AI Bot will reference this FAQ when similar questions are asked in future conversations.
Common Issues and Fixes
Bot gives the wrong answer
Edit the response during simulation and save it as a corrected FAQ so the AI uses the updated version going forward.
No responses appear during testing
Confirm you are inside an individual contact record and that the AI Bot is enabled for the account.
FAQ list shows “No FAQs Found”
No training data has been added yet. Use simulated conversations to add your first FAQs.