Who This Is For / When to Use
Use Guided Form Setup if you want to:
Capture leads without writing prompts
Ask structured questions in a fixed order
Book appointments through a calendar
Automatically skip questions when data already exists
What Is Guided Form Setup
Guided Form Setup is a form-driven bot builder in Conversation AI.
You define what information to collect, what actions to perform, and how the bot starts the conversation. The bot follows this structure exactly.
Step 1: Start Creating a Guided Form Bot
Go to Conversation AI > Agents List.
Click Create Bot in the top-right corner.
Select Guided Form Setup.
Result: The Guided Form setup wizard opens.
Step 2: Select or Create a Brand Voice (Optional)
In the Brand Voice step, select an existing Brand Voice.
To create a new one, click Create New Brand Voice.
To edit an existing voice, click Edit.
What this controls: Tone, language style, and response personality.
Step 3: Configure Basic Bot Settings
In Bot Settings, configure:
Bot Name (required)
Preferred Channels (e.g., SMS, Instagram, Facebook)
Primary Bot (optional)
Wait Time Before Responding
Bot Initial Message
Important:
If the Bot Initial Message is left empty, Kyrios uses a generic greeting.
Step 4: Define Information to Collect
Under Information Collection, select which contact details the bot should request:
Name
Email
Phone
Address fields (optional)
Then add Custom Questions / Objectives.
Enter one objective per line (example: Ask the user for their email).
Optionally map each question to a contact field.
Use Add Question/Objective to include more steps.
Enable Skip if Already Filled to avoid asking for existing data.
Behavior:
The bot asks questions in the exact order shown.
Step 5: Enable Appointment Booking (Optional)
To allow the bot to book appointments:
Toggle Appointment Booking ON.
Select a calendar.
Choose workflows to trigger after booking.
Result:
Once booked, the bot confirms the appointment and completes its objective.
Step 6: Configure Email Notifications (Optional)
Enable email alerts when the bot cannot answer a question.
Toggle Receive Email Notification if the Bot Doesn’t Know the Answer.
Select recipients (Admins, Users, or Custom Email).
Use case:
Escalation for unanswered or unsupported inquiries.
Step 7: Add Additional Instructions (Optional)
After creation, open the bot and go to Additional Instructions.
Use this section to:
Set conversation guidelines
Clarify the intent behind conversations
Add behavioral rules for advanced handling
Best practice:
Keep instructions concise and focused on outcomes.
Common Issues and Fixes
Bot repeats questions
Enable Skip if Already Filled in Information Collection.
Bot does not respond on a channel
Ensure the channel is included in Preferred Channels and assigned to the Primary Bot if required.
Appointment not booking
Confirm:
Appointment Booking is enabled
A calendar is selected
Availability exists on the calendar
Pro Tips
Use short, direct objectives for best results.
Test the full flow before enabling the bot live.
Avoid combining multiple questions into one objective.