---
title: Creating a new chatbot
description: "### Chatbot Funnel - Getting Started Create your first chatbot in just a few minutes: 1. Click **\"All Funnels\"** in the sidebar 2. Click the **\"+ Create Funnel\"** button 3. Select **\"Chat Funnel\"** 4. You'll see the chatbot creation wizard…"
url: "https://funneler.ai/guide/creating-a-new-chatbot/"
updated: "2025-12-18"
category: Chatbot Agent Funnels
---

# Creating a new chatbot

### Chatbot Funnel - Getting Started

Create your first chatbot in just a few minutes:

1. Click **"All Funnels"** in the sidebar
2. Click the **"+ Create Funnel"** button
3. Select **"Chat Funnel"**
4. You'll see the chatbot creation wizard

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### Step 1: Setup

1. **Name & Language**

- Assistant name
  - Field: Enter the name you want for your chat assistant.
  - Example: “Ava,” “Nova Assistant,” or any preferred name.
- Language
  - Field: Choose the primary language for the assistant.
  - Current selection: English
  - Change if needed: Select a different language from the dropdown/menu.

1. **Choose Agent Avatar**

- Options:
  - Upload new avatar
    - Click “Upload new avatar” to add a custom image from your device.
    - Supported formats: common image types (e.g., PNG, JPG, GIF).
    - Tip: Use a clear, friendly image with good contrast for readability.
  - Default/avatar picker (if available)
    - If you have a gallery or presets, choose an avatar that matches your brand tone.

1. **Header color**

- Custom
  - Field: Pick a header color that aligns with your brand.
  - Suggestions:
    - Brand primary color (HEX or color picker)
    - High-contrast option for readability (ensure text over the header is legible)
  - Tip: Use a color with good contrast to the header text and controls.

1. **Scheduling Appointments (Optional)**

- Scheduling Integration
  - Scheduling Appointments toggle: Enable this if you want the assistant to schedule appointments.
- Select calendar provider
  - Choose your calendar service (e.g., Google Calendar, Microsoft Outlook, etc.).
  - Note: You may need to authorize access to your calendar during setup.
- Integrations management
  - “Refresh integrations” button: Re-scan available integrations after changes.
  - “Clear selection” button: Clear any chosen calendar integration to start fresh.
- Save & continue
  - After configuring all desired options, click “Save & continue” to apply settings and proceed.

Best practices and tips

- Consistent branding: Use a name and avatar that reflect your brand voice (friendly, professional, playful, etc.).
- Accessibility: Ensure the header color offers sufficient contrast with text and controls.
- Scheduling privacy: If you enable scheduling, review permission scopes to share only necessary calendar data.
- Preview: If there’s a preview option, use it to verify how the assistant appears and behaves before saving.

---

### Step 2: Agent Personality

Here’s a ready-to-use configuration for defining how your chatbot should interact with visitors. You can copy/paste and adjust as needed.

- Personality Type
  - Professional
    - Formal, business-like
  - Friendly
    - Warm, approachable
  - Casual
    - Relaxed, conversational
  - Enthusiastic
    - Energetic, positive
  - Empathetic
    - Understanding, supportive
  - Custom Personality Prompt (Optional)
    - You are a friendly and helpful sales assistant for [Your Company].
    - You are knowledgeable, professional, and enthusiastic about our products.
    - Always be polite and patient with customers.
    - Describe your chatbot's personality (e.g., You are a friendly assistant who helps visitors find the right product…)
- Conversation Guidelines
  - How to greet visitors
    - Start with a warm greeting and ask how you can help
  - What information to prioritize
    - Focus on understanding the visitor's needs first
  - When to ask qualifying questions
    - Ask qualifying questions naturally during conversation
  - How to handle objections
    - If asked about pricing, explain our value before revealing costs
  - When to escalate or offer human contact
    - If visitor seems frustrated, offer to connect them with our team
  - Response style
    - Keep responses concise (2-3 sentences max)
    - Use bullet points for lists
    - Never make up information - if unsure, offer to connect them with our team
- Response Length
  - Concise
    - 1-2 sentences (fast, direct)
  - Balanced
    - 2-3 sentences (recommended)
  - Detailed
    - 3-5 sentences (thorough)

---

### Step 3: Display Rules

Use these settings to decide which pages display the funnel and how the chat widget shows up. You can start with a broad approach and then tailor funnels to specific pages for better conversation rates.

**Chat widget position**

- Choose where the chatbot button/widget appears on the page:
  - Bottom left
  - Bottom right

**Display strategy**

- Display on all website pages
  - Pros: Consistent presence across your site
  - Cons: May feel intrusive on some pages
  - Recommendation: If you go this route, consider personalizing the messaging based on the page context (see “specific pages” below) to improve relevance and conversions
- Display on specific pages
  - Pros: Highly targeted conversations aligned with page content (services, products, offers)
  - Cons: Requires setup for each page
  - Recommendation: Use specific pages to tailor funnel messaging for each page, service, product, or offer

**What to set up (recommended approach)**

- Start with Display on all pages for a quick, consistent presence
- Then add Display on specific pages to optimize high-value pages (e.g., product pages, pricing, checkout)
- For each specific page, customize:
  - Welcome message or banner text
  - Primary goal (e.g., schedule a demo, capture lead, provide pricing)
  - Page-specific triggers or prompts

**Examples of page-specific funnels**

- Product page (Product A)
  - Widget: Bottom right
  - Message: “Looking for details on Product A? I can compare features or help you choose the right option.”
- Pricing page
  - Widget: Bottom left
  - Message: “Want a quick quote or a personalized plan? I can tailor pricing to your needs.”
- Checkout page
  - Widget: Bottom right
  - Message: “Need help with checkout or found a discount? I can assist or escalate to a human agent.”

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### Step 4: Call-to-actions (CTAs)

Goal: Present a clear, attention-grabbing CTA as the first message to initiate engagement. You can define a primary CTA and create AI-generated variations for A/B testing.

**What to provide**

- Write your custom CTA
  - Create a compelling first message that invites interaction.
  - Include a clear value proposition or offer.
  - Keep it concise (1–2 sentences) and action-oriented (e.g., “Ask me for a free quote,” “Schedule a demo,” “See features in 60 seconds”).
- Preview
  - Review how the CTA will appear to visitors as the initial message.
- CTA variations for A/B test
  - Enter CTA content for A/B test with a targeted message different from the primary CTA.
  - Example goals: highlight a promo, guide to product comparison, offer quick support.

**AI-generated variations**

- Create CTA variations with AI
  - Add call variations to capture attention in different ways
  - Time interval between variations: 1 second
  - Time options: 1s or 100s (choose a reasonable cadence like 1s or 2s for testing)
- Visibility
  - Only visible for admins during the setup or testing phase. Normal users will see the primary CTA.

**Recommended approach**

- Primary CTA (default, broad appeal)
  - Example: “Hi there! Looking for the best solution? Tell me your needs and I’ll guide you to the right option.”
- Variation A (value-focused)
  - Example: “Want a personalized quote in minutes? Tell me your budget and goals.”
- Variation B (offer-focused)
  - Example: “New here: get a 10-minute product tour or a quick demo—which would you prefer?”
- Variation C (support-focused)
  - Example: “Need quick help? I can connect you with a specialist or answer questions now.”

**Implementation plan (suggested)**

- Set primary CTA text.
- Generate 2–3 variations for A/B testing.
- Configure the cadence to switch variations every 1 second during the testing window if you’re using an automated rotating CTA. Otherwise, rotate per user session.
- Restrict visibility to admins during setup or testing, then roll out publicly.

**Questions for you**

- What is your primary goal with CTAs (lead capture, demos, support, pricing inquiries)?
- Do you have any brand voice constraints (formal, friendly, playful)?
- Do you want a specific time cadence (e.g., variations rotate every 2 seconds) or keep it at 1 second?

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