BotSailor allows businesses to create AI-powered webchat assistants that can automatically manage customer conversations, qualify leads, recommend products, and provide instant support. By setting up multiple AI agents with custom instructions, knowledge sources, and routing rules, businesses can build a smarter AI chatbot automation system for sales, customer service, and lead generation.
In this guide, you will learn how to set up AI agents in BotSailor Webchat, connect knowledge bases, configure AI responses, create specialized agents for sales and support, and test your AI chatbot for real customer interactions.
Artificial Intelligence is changing how businesses communicate with customers through AI-powered webchat assistant technology and AI chatbot automation. Instead of relying only on traditional chatbot flows, businesses can now use AI-powered agents that understand customer intent, answer questions naturally, collect information, and guide users toward the right action.
With BotSailor AI Webchat, businesses can create multiple specialized AI agents for different purposes, such as:
Lead qualification
Product sales assistance
Customer support
FAQ answering
Order assistance
Each AI agent can have its own instructions, knowledge sources, and responsibilities. This allows businesses to create a more personalized customer experience.
For example, a restaurant can create:
An AI lead qualification chatbot can collect customer requirements and identify valuable buyers through a Lead Qualification Agent.
A Sales Agent to recommend products and help customers make purchasing decisions.
A Support Agent to answer common questions about location, delivery, payments, and policies.
This guide explains the complete process of setting up AI agents in BotSailor Webchat and creating an AI chatbot for lead generation.
Prerequisites Before Setting Up AI in BotSailor
Before creating AI agents, make sure you have:
✅ An active BotSailor account
✅ A connected Webchat bot
✅ Business information ready
✅ Product/service details
✅ FAQ documents or knowledge files
✅ Website URLs or Google Sheets (if required)
You should prepare information such as:
Business name
Products/services
Pricing details
Delivery information
Customer policies
Frequently asked questions
This information will help your AI agents provide accurate responses using an AI chatbot with knowledge base capabilities.
Step-by-Step Guide: Setting Up AI Agents in BotSailor Webchat
Step 1: Open Chatbot Manager
First, log in to your BotSailor dashboard.
From the main navigation:
Chatbot Manager → Select Your Webchat Bot
Choose the webchat bot where you want to enable AI functionality.
After opening the bot, move to the AI section.
Step 2: Open the AI Section
Inside your Webchat bot, navigate to:
AI → AI Configuration
Here you will find two main options:
AI Configuration
Agents
The Agents section is where you create individual AI assistants.
The AI Configuration section controls how these agents work together.
Step 3: Create Your First AI Agent
Before configuring AI settings, you need to create your agents.
Go to:
AI → Agents → Create Agent
BotSailor allows you to create different AI agents based on your business requirements.
For this example, we will create three agents:
Lead Qualification Agent
Sales Agent
Support Agent
Step 4: Create a Lead Qualification Agent
Click:
Create Agent
Now configure your first AI agent.
Agent Name
Enter:
Lead Qualification Agent
Make sure the status is set to:
✅ Active
Agent Description
The description explains what your AI agent does.
Example:
Qualifies potential customers by understanding their needs, purchase intent, budget, quantity requirements, and buying timeline before passing qualified leads to the sales team.
This helps define the role of the agent.
Add System Prompt
The system prompt is one of the most important parts of AI configuration.
It works as instructions that train your AI agent to follow specific rules and behavior.
Example:
You are a professional Lead Qualification Agent.
Your responsibility is to identify and evaluate potential customers.
You should understand:
- Customer requirements
- Purchase intent
- Budget
- Quantity requirements
- Buying timeline
Collect important customer information and determine whether the lead is valuable.
Pass qualified customers to the sales team for further follow-up.
A good system prompt helps your AI agent behave consistently.
Customize your BotSailor AI Agent by setting the agent name, description, system instructions, and connecting knowledge sources. Add information from content, URLs, files, media, Google Sheets, or APIs to improve AI responses and automation.
Step 5: Add Knowledge Sources
After setting the system prompt, move to:
Knowledge Sources
Here you can create or select a knowledge base.
BotSailor allows you to add information from:
Content
URL
File
Media
Google Sheet
API
You can upload:
Product catalogs
FAQ documents
Business information
Service details
Pricing documents
For example, you can create a FAQ file containing:
Product availability
Delivery information
Payment methods
Business location
Return policy
The AI agent will use this information when answering customers.
After adding your knowledge source:
Click:
Save Agent
Your Lead Qualification Agent is now ready.
Step 6: Create Sales Agent
Now create another AI agent.
Go to:
Agents → Create Agent
Set the name:
Sales Agent
Status:
✅ Active
Sales Agent Description
Example:
Helps customers discover suitable products, understand features, pricing, availability, and offers. It recommends products based on customer needs and guides customers through buying decisions.
Sales Agent System Prompt
The system prompt should match the sales role.
Example:
You are a professional Sales Agent.
Your goal is to help customers choose suitable products.
You should:
- Explain product features
- Provide pricing information
- Recommend products
- Answer purchase-related questions
- Guide customers toward buying decisions
Always provide friendly and accurate assistance.
Add Knowledge Sources
Similar to the Lead Qualification Agent, add:
Product information
Pricing
Offers
Product FAQs
Catalog files
Save the agent.
Your Sales Agent is now ready.
Step 7: Create Support Agent
Create another agent:
Agents → Create Agent
Name:
Support Agent
Status:
✅ Active
Support Agent Description
Example:
Assists customers by answering questions, resolving common issues, and providing accurate information about products, orders, delivery, payments, policies, and general inquiries.
Support Agent System Prompt
Example:
You are a professional Customer Support Agent.
Your responsibility is to help customers with support-related questions.
You should provide assistance about:
- Orders
- Delivery
- Payments
- Products
- Policies
- General inquiries
Provide quick, friendly, and accurate solutions.
Transfer complex issues when necessary.
Add Knowledge Sources
Add relevant support information:
FAQ files
Business policies
Delivery details
Contact information
Save the agent.
Now all three AI agents are created:
✅ Lead Qualification Agent
✅ Sales Agent
✅ Support Agent
Step 8: Configure AI Settings
Now go back to:
AI → AI Configuration
First, enable:
✅ AI Agent
Select Active Agents
Under Active Agents, add:
Lead Qualification Agent
Sales Agent
Support Agent
Now all three agents can work inside your chatbot.
Step 9: Configure Agent Routing
Agent routing decides which AI agent handles specific customer messages.
Example routing rules:
Customer Message Type
Assigned Agent
Wholesale inquiry, bulk order, business partnership
Lead Qualification Agent
Product questions, pricing, recommendations
Sales Agent
Location, delivery, payment, support questions
Support Agent
This ensures every customer reaches the correct AI assistant.
Step 10: Configure AI Response Mode
BotSailor provides two response modes.
AI Agent for All Queries
This allows AI agents to answer every incoming customer message directly.
The AI will analyze the conversation and respond based on routing rules.
AI as a Fallback Only
In this mode:
Existing chatbot flows run first.
Keyword automation handles matching queries.
AI responds only when no existing flow matches.
Choose the option based on your chatbot strategy.
Step 11: Configure Business Hours and AI Reasoning
You can also configure:
Business Hours
Add your working schedule so AI understands when human support is available.
Example:
9:00 AM – 6:00 PM
AI Reasoning Level
BotSailor provides reasoning levels.
For general customer support:
Recommended:
✅ Medium
or
✅ Low for faster responses.
Step 12: Save Settings
After completing all configurations:
Click:
Save Settings
Your AI-powered webchat is now ready.
Success Verification: Test Your AI Webchat
After configuration, always test your chatbot from your website.
Test 1: Lead Qualification Agent
Example customer message:
I want to buy snacks in bulk.
The AI agent asks:
Product requirement
Quantity
Phone number
Delivery address
Example:
Customer wants:
50 Cheese Chicken Burgers
The AI collects:
Product
Quantity
Address
Phone number
Then summarizes the order and prepares it for sales follow-up.
Test 2: Support Agent
Ask:
Where is your restaurant located?
The Support Agent provides the business location.
Example:
Halal Snacks is located at F-393, Alokar Mor, Rajshahi, Bangladesh.
Test 3: Product Availability( Sales Agent)
Ask:
Do you have chicken wings available?
The AI answers product availability and encourages the customer to place an order.
Troubleshooting Common Issues
AI Agent is Not Responding
Check:
AI Agent is enabled
Agent status is Active
Routing rules are correct
Knowledge sources are attached
AI Gives Incorrect Answers
Solution:
Update your knowledge base
Add better FAQ documents
Improve your system prompt
Wrong Agent Responds
Check:
Agent routing conditions
Message type rules
Active agent selection
AI Does Not Understand Products
Add:
Product catalog
Pricing information
Product descriptions
FAQ files
Next Steps
After successfully setting up AI agents in BotSailor, you can improve your chatbot further by:
✅ Adding more specialized agents
✅ Connecting CRM systems
✅ Integrating APIs
✅ Creating automated follow-up campaigns
✅ Collecting customer data automatically
✅ Monitoring conversations and improving prompts
A properly configured BotSailor chatbot with AI chatbot automation can help businesses generate more leads, improve customer support, and increase conversions without requiring constant manual responses.
Test 2: Support Agent
Ask:
Where is your restaurant located?
The Support Agent provides the business location.
Example:
Halal Snacks is located at F-393, Alokar Mor, Rajshahi, Bangladesh.
Test 3: Product Availability( Sales Agent)
Ask:
Do you have chicken wings available?
The AI answers product availability and encourages the customer to place an order.
