BotSailor Webchat allows businesses to add AI-powered webchat assistants that can automatically handle customer conversations, qualify leads, recommend products, and provide customer support. Through AI Agent Setup, businesses can create multiple AI agents and configure routing rules to build an intelligent chatbot system where each AI agent manages a specific customer need.
With proper AI Chatbot Integration, companies can connect knowledge sources, automate customer interactions, and create a smoother customer experience through Webchat Automation. This approach helps businesses use Conversational AI to reduce manual workload while improving lead generation, sales assistance, and customer support.
In this guide, you will learn how to create AI agents in BotSailor Webchat, connect knowledge sources, configure agent routing, enable AI responses, and test your chatbot with real customer scenarios.
Artificial Intelligence is changing how businesses communicate with customers. 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 Webchat, businesses can implement advanced AI Chatbot Integration to create intelligent customer communication systems directly on their websites. These AI-powered assistants can understand user queries, provide personalized responses, and support automated conversations through Webchat Automation.
BotSailor AI Webchat allows businesses to 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 using Conversational AI technology.
For example, a restaurant can create:
- A Lead Qualification Agent to collect customer requirements and identify valuable buyers.
- 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 effective AI Agent Setup workflow for automated customer communication.
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 during AI Chatbot Integration.
A well-prepared knowledge base improves Webchat Automation because AI agents can access reliable business information while responding to customer queries.
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.
Using BotSailor Webchat, businesses can manage their AI-powered customer communication from a centralized chatbot dashboard. This makes AI Agent Setup easier because all AI configurations, agents, and automation settings are available in one place.
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.
Through AI Chatbot Integration, businesses can configure multiple AI assistants and define how each agent handles different customer interactions. This improves Webchat Automation by ensuring users receive responses from the correct AI assistant.
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
Creating separate agents is an important part of AI Agent Setup because each assistant can focus on a specific business function instead of handling every conversation with the same instructions.
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.
A properly configured Lead Qualification Agent improves Conversational AI performance by collecting important customer information and identifying valuable opportunities automatically.
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 during customer conversations and improves the accuracy of AI Chatbot Integration.
What is a System Prompt in BotSailor AI Agent?
A System Prompt is the main instruction set that defines how an AI Agent should behave, respond, and complete tasks. It works like the brain and rulebook of your AI Agent.
In BotSailor, when you create an AI Agent (Lead Qualification Agent, Sales Agent, Support Agent, etc.), the system prompt tells the AI:
- Who it is
- What its responsibility is
- How it should communicate
- What information it should collect
- What actions it should perform
- What rules it must follow
The AI does not learn permanently from the system prompt. Instead, every conversation follows these instructions to generate accurate responses.
Example Without System Prompt
Customer:
"I want to buy 100 products."
AI might reply:
"Sure, what product do you need?"
It does not know:
- Should it collect phone number?
- Should it ask quantity?
- Should it qualify the customer?
- Should it transfer to sales?
Example With a Proper System Prompt
System Prompt:
You are a professional Lead Qualification Agent.
Your responsibility is to identify potential customers and collect important business information.
Your goals:
- Understand customer requirements
- Ask about product needs
- Collect quantity information
- Identify buyer type
- Collect phone number and location
- Determine purchase intent
If the customer is interested in bulk purchasing, qualify the lead and send details to the sales team.
Now AI understands its role.
Customer:
"I want to buy 100 products."
AI will automatically ask:
- Which product do you need?
- What quantity do you require?
- Are you a retailer, wholesaler, or business buyer?
- What is your delivery location?
- Can you provide your contact number?
Main Parts of a Good System Prompt
1. Role Definition
Tell the AI who it is.
Example:
You are a professional Sales Assistant for ABC Store.
This creates the identity of the AI.
2. Purpose / Responsibility
Explain what the agent should achieve.
Example:
Your responsibility is to help customers choose suitable products and increase conversions.
3. Conversation Goals
Define what information the AI should collect.
Example:
Collect:
- Customer name
- Product requirement
- Quantity
- Budget
- Delivery location
4. Behavior Rules
Tell AI how it should communicate.
Example:
Always:
- Be polite and friendly
- Give short and clear answers
- Do not provide incorrect information
- Use available knowledge sources
5. Knowledge Source Instructions
Tell AI how to use uploaded information.
Example:
Use the provided product catalog and FAQ documents to answer customer questions.
If information is unavailable, ask the customer to contact support.
BotSailor System Prompt Actions
In your screenshot, BotSailor also supports Actions inside System Prompt.
These allow the AI Agent to perform automated tasks.
Format:
##action_name## : id
Examples:
Save Customer Information
##save_custom_field## : 42
The AI can store information into custom fields.
Example:
Customer gives phone number:
AI → Saves phone number automatically.
Assign Sequence
##assign_sequence## : 8
The AI can add customers into an automated follow-up sequence.
Example:
Customer shows buying interest → Add to sales follow-up campaign.
Add Label
##add_label## : 12
The AI can tag customers.
Example:
Customer wants bulk order:
Label:
"Wholesale Lead"
Shopify Actions
For ecommerce businesses:
##shopify_get_order_details##
AI can check order information.
##shopify_recommend_products##
AI can recommend products.
Best Practice for BotSailor System Prompt
A strong system prompt structure:
Role:
You are a professional [Agent Type].
Business:
You represent [Business Name].
Goal:
Your goal is to help customers with [purpose].
Tasks:
You should:
- Task 1
- Task 2
- Task 3
Information Collection:
Collect:
- Name
- Phone
- Requirement
Rules:
- Be polite
- Use knowledge sources
- Do not make assumptions
Actions:
Use available actions when required.
Simple Example: Customer Support Agent
You are a professional Customer Support Agent for XYZ Company.
Your responsibility is to help customers with product, delivery, payment, and order-related questions.
Your goals:
- Answer customer questions
- Provide accurate information from the knowledge base
- Collect customer details when required
- Escalate complex issues to human support
Rules:
- Always be friendly and professional
- Do not invent information
- Use company knowledge sources before answering
If a customer requests a callback, save their phone number and add them to the follow-up sequence.
In short:
System Prompt = Instructions + Role + Rules + Goals + Actions
A well-written system prompt makes BotSailor AI Agents more accurate, more human-like, and more effective for AI Chatbot Integration and Webchat 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.
Adding accurate knowledge sources improves AI Chatbot Integration because the AI can provide responses based on real business data instead of generic answers.
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.
A Sales Agent is an important component of BotSailor Webchat because it helps businesses automate product conversations, improve customer engagement, and support purchasing decisions through AI-powered assistance.
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.
A well-defined system prompt improves AI Chatbot Integration by ensuring that the Sales Agent follows business goals and provides consistent responses.
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.
Through Webchat Automation, the Sales Agent can automatically answer product questions, recommend suitable options, and assist customers without requiring manual responses for every conversation.
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.
A dedicated Support Agent improves customer experience by allowing businesses to provide faster responses through BotSailor Webchat while reducing repetitive support tasks.
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.
A specialized Support Agent helps Conversational AI systems deliver more accurate answers because the agent focuses only on customer service responsibilities.
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.
This step completes the main AI Agent Setup process and activates multiple AI assistants inside BotSailor Webchat.
With AI Chatbot Integration properly configured, businesses can allow different AI agents to handle different customer intents automatically.
| 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. | |
| Agent routing is one of the most important features in Webchat Automation because it allows businesses to automatically direct conversations to the right AI specialist. |
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.
This mode is useful for businesses that want complete Webchat Automation where AI manages most customer interactions automatically.
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.
Businesses using AI Chatbot Integration can select the response mode that best matches their customer communication workflow.
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
This helps BotSailor Webchat provide appropriate responses based on business availability.
AI Reasoning Level
BotSailor provides reasoning levels.
For general customer support:
Recommended:
✅ Medium
or
✅ Low for faster responses.
Selecting the correct reasoning level helps maintain a balance between response quality and speed when using Conversational AI.
Step 12: Save Settings
After completing all configurations:
Click:
Save Settings
Your AI-powered webchat is now ready.
With successful AI Agent Setup, businesses can start using BotSailor Webchat to automate customer communication, improve support efficiency, and manage conversations using intelligent AI assistants.
Success Verification: Test Your AI Webchat
After configuration, always test your chatbot from your website.
Testing helps confirm that your AI Chatbot Integration is working correctly and that each AI agent responds according to its assigned role.
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 1: Lead Qualification Agent (Continued)
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.
A Support Agent powered by BotSailor Webchat helps customers quickly access business information through automated responses. This improves customer satisfaction by reducing waiting time and making important details available instantly.
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.
A Sales Agent improves AI Chatbot Integration by helping businesses automatically answer product-related questions, share availability information, and guide customers toward purchase decisions.
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
If BotSailor Webchat AI agents are not responding correctly, reviewing these settings can help identify configuration problems during the AI Agent Setup process.
AI Gives Incorrect Answers
Solution:
- Update your knowledge base
- Add better FAQ documents
- Improve your system prompt
High-quality knowledge sources are essential for successful AI Chatbot Integration because AI responses depend on the accuracy and completeness of available information.
Wrong Agent Responds
Check:
- Agent routing conditions
- Message type rules
- Active agent selection
Correct routing improves Webchat Automation by ensuring every customer query reaches the appropriate AI assistant.
AI Does Not Understand Products
Add:
- Product catalog
- Pricing information
- Product descriptions
- FAQ files
Providing detailed business information helps Conversational AI understand products better and generate more useful customer responses.
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 Webchat AI system can help businesses generate more leads, improve customer support, and increase conversions without requiring constant manual responses.
With continuous optimization, Webchat Automation can become a powerful tool for managing customer interactions, while Conversational AI helps businesses create more natural and personalized communication experiences.
