Ask AI can build a Conversation AI bot that reflects how your business communicates across calls, emails, SMS, social messages, and Live Chat. After creating the bot, Ask AI selects the appropriate deployment method based on whether Conversations AI Channel Management is enabled. This creates a bot that matches your communication style and deploys it to eligible channels without requiring every assignment to be configured manually.

TABLE OF CONTENTS

What Is Ask AI Conversation AI Bot Creation?


Ask AI Conversation AI bot creation is a guided workflow that turns a natural-language request into a configured Conversation AI bot.


Ask AI reviews available conversation history to understand how your business communicates. It then uses those patterns to shape the bot’s tone, style, and questions.


Ask AI can review communication from several sources, including:

  • Voice call transcripts

  • Complete email threads

  • SMS conversations

  • Social conversations

  • Live Chat conversations


Using several conversation sources helps the bot communicate consistently across the channels where customers interact with your business. After creating the bot, Ask AI deploys it according to the current Conversations AI Channel Management configuration.

Key Benefits of Ask AI Conversation AI Bot Creation


Ask AI combines conversation analysis, bot configuration, and deployment in one guided workflow. The resulting bot uses communication patterns based on how your business already speaks with leads and customers.

  • More Consistent Communication: The bot’s tone and style are based on available historical conversations.

  • Broader Conversation Analysis: Ask AI can learn from calls and email threads in addition to SMS, social messages, and Live Chat.

  • Faster Bot Creation: A natural-language request starts the bot-building process without requiring every setting to be entered manually.

  • Automatic Deployment: Ask AI detects whether Channel Management is enabled and uses the appropriate deployment method.

  • Protection for Existing Bot Assignments: When Channel Management is enabled, the new bot does not take over paths assigned to another bot.

  • Clear Deployment Results: The completion message identifies where the bot was deployed and explains why selected channels were skipped.

  • Less Post Creation Cleanup: Ask AI creates and assigns the bot through one guided request, reducing manual configuration after setup.

How Ask AI Builds the Bot’s Voice


A bot’s voice affects how naturally and consistently it communicates with leads and customers. Ask AI studies available historical conversations to identify patterns in your business’s wording, tone, style, and common questions.


Ask AI may use conversation history from:

  • Voice call transcripts

  • Email conversations and complete threads

  • SMS messages

  • Social messaging channels

  • Live Chat conversations


This broader analysis helps the bot reflect how your business communicates in different situations instead of relying only on SMS or text-chat interactions. For example, conversation history may help Ask AI identify whether your business commonly uses:

  • A friendly or professional tone

  • Brief or detailed replies

  • Specific greetings or closing language

  • Consultative questions

  • Qualification questions

  • Appointment-focused language

  • Formal or conversational phrasing


Review the generated voice after creation to confirm that it matches your current communication standards.

You can adjust the Conversation AI prompts and instructions to refine the bot’s tone, behavior, question style, and response expectations.


Important: A bot’s voice is different from its factual knowledge. Conversation history helps Ask AI shape how the bot communicates. Bot Training and connected Knowledge Bases help the bot answer business-specific questions accurately.

Bot Voice Compared With Bot Training


Communication style and factual knowledge serve different purposes. Understanding this distinction helps you review the correct settings after Ask AI creates the bot.

  • Bot voice controls how the bot communicates, including its tone, wording, personality, and question style.

  • Bot Training provides information the bot can use to answer customer questions, such as services, policies, and instructions.

  • Bot Goals define what the bot should accomplish, such as collecting contact information, booking appointments, or triggering workflows.


Conversation AI Bot Training can use sources such as website content and Custom Bot Responses to improve answer accuracy. Bot Goals can define the agent’s personality, intent, supporting instructions, and available actions.

Before You Begin


Successful bot creation depends on useful conversation history, connected communication channels, and access to the required features. Review your existing configuration before starting so Ask AI can build and deploy the bot with fewer skipped assignments.


Before starting:

  • Confirm that you have access to Ask AI.

  • Confirm that you can create and manage Conversation AI bots.

  • Review the available conversation history.

  • Confirm that voice call transcripts are available if calls should influence the bot’s voice.

  • Confirm that the required phone numbers, pages, accounts, or Live Chats are connected.

  • Review existing bot assignments.

  • Check whether Conversations AI Channel Management is enabled.

  • Decide which channels the new bot should use.

  • Prepare a clear description of the bot’s purpose.

  • Plan to review and test the generated bot after creation.


Ask AI is a built-in workspace that can answer questions, create content, generate assets, and complete supported actions without requiring you to leave the platform.

How to Set Up an Ask AI Conversation AI Bot


A clear request and a complete post-creation review help ensure that the bot supports the intended business purpose and deploys to the correct channels. Test the bot carefully before allowing it to manage live customer conversations.


Step 1: Open Ask AI

  1. Log in to your account.

  2. Open Ask AI from the navigation menu.

  3. Start a new Ask AI conversation.




Step 2: Describe the Bot You Want to Create


Enter a prompt that explains:

  • The bot’s purpose

  • The types of customers it will communicate with

  • The desired outcome

  • The channels where it should be deployed


Example: Create a Conversation AI bot for new leads. Use our past calls, emails, SMS messages, social conversations, and Live Chat history to match our communication style. The bot should answer initial questions, qualify leads, and deploy on SMS, Facebook, and Live Chat.



Step 3: Complete Any Guided Questions


Ask AI may request additional information needed to complete the bot configuration. Review each question and provide accurate details about your business, the bot’s purpose, its expected behavior, or the selected channels.


Do not include sensitive customer information unless it is required and appropriate for the workflow.


Step 4: Review the Proposed Configuration


Review any summary or configuration details that Ask AI presents before completing the action.


Confirm that:

  • The bot’s purpose is correct.

  • The intended communication style is represented.

  • The correct channels are selected.

  • The expected deployment behavior matches the current Channel Management status.


Step 5: Allow Ask AI to Create the Bot


Complete any required confirmation so Ask AI can create the bot. Ask AI uses available historical conversations to shape the bot’s communication style and creates the required Conversation AI configuration.




Step 6: Review the Deployment Confirmation


After creation, review the confirmation carefully. When Channel Management is enabled, the confirmation should identify:

  • The paths where the bot was deployed

  • Any channels that were skipped

  • The reason each channel was skipped


When Channel Management is disabled, confirm that the bot was set as the Primary Conversation AI bot for the requested channels.


Step 7: Open the New Bot

  1. Go to AI Agents.

  2. Select Conversation AI.

  3. Open the bot created by Ask AI.

  4. Review the bot’s settings.




Step 8: Review the Bot’s Voice and Instructions


Review the bot’s:

  • Personality

  • Tone

  • Goal or intent

  • Qualification questions

  • Supporting instructions

  • Response behavior


Edit any language that does not accurately reflect your business. Bot Goals and prompts influence how the agent communicates and what it attempts to accomplish during a conversation.




Step 9: Review Training and Knowledge Sources


Confirm that the bot has access to the information it needs to answer customer questions.


Add or update:

  • Website training

  • Frequently asked questions

  • Custom Bot Responses

  • Connected Knowledge Bases

  • Policies

  • Service details

  • Appointment information


Ask AI can also create and attach Knowledge Bases to Conversation AI through a guided workflow.




Step 10: Verify Channel or Path Assignments


Confirm that the bot is assigned to the expected channels or paths. When Channel Management is enabled:

  • Review each assigned path.

  • Confirm that existing bot assignments were preserved.

  • Adjust assignments manually when the bot should use only a specific path.


When Channel Management is disabled:

  • Confirm that the bot is the intended Primary Bot.

  • Review the channels assigned to it.


Step 11: Test the Bot


Use the available testing tools to verify:

  • Tone and wording

  • Answers to common questions

  • Qualification questions

  • Appointment-booking behavior

  • Workflow actions

  • Escalation or human-handoff behavior

  • Responses across relevant channels


The standard Conversation AI setup process includes configuring goals, testing responses, and selecting the appropriate bot status before launch.


Step 12: Monitor Live Conversations


After the bot begins handling conversations:

  • Review its responses regularly.

  • Confirm that the tone remains consistent.

  • Look for unanswered or inaccurate questions.

  • Update training content when information is missing.

  • Refine prompts and instructions when responses do not match your expectations.

  • Confirm that the bot remains assigned to the correct channels or paths.


Ongoing review helps the bot remain aligned with your business processes and customer needs.

Frequently Asked Questions


Q. Does Ask AI use only SMS and chat messages to build the bot’s voice?

A. No. Ask AI can use broader conversation history, including voice call transcripts and complete email threads, in addition to SMS, social messages, and Live Chat.


Q. Does conversation history become the bot’s factual training data?

A. Not necessarily. Historical conversations help Ask AI shape the bot’s tone, style, and questions. Review Bot Training and connected Knowledge Bases to confirm that the bot has accurate business information.


Q. What happens when some paths are already assigned to another bot?

A. When Channel Management is enabled, Ask AI leaves those assignments unchanged. It deploys the new bot only to available paths within the requested channels.


Q. What happens when every path in a selected channel is already assigned?

A. Ask AI skips that channel. The completion message explains that no available path was found.


Q. What happens when a selected channel has no connected account, page, phone number, or Live Chat?

A. Ask AI does not deploy the bot to that channel. The completion message identifies the skipped channel and explains that no connected path is available.


Q. Can I ask Ask AI to deploy the bot to one specific phone number or Facebook page?

A. No. Specific path targeting is not currently supported in the Ask AI request.


Q. Will a new bot replace an existing bot?

A. When Channel Management is enabled, the new bot does not replace bots already assigned to paths.


Q. Should I test the bot even though Ask AI creates it automatically?

A. Yes. Test the generated bot before relying on it for live customer conversations. Review its tone, factual accuracy, questions, actions, appointment behavior, and human-handoff logic.