Set a conversation goal

Choose a goal

Open your chatbot and go to the Conversation Goal tab under Customizations. The goal tells the bot what a successful conversation looks like beyond answering questions. There are three options:

• Support (the default). The bot focuses on answering questions.
• Demo booking. The bot invites interested visitors to book a demo and can show your scheduling link.
• Lead capture. The bot invites visitors to leave their contact details.

If you run a SaaS product, demo booking usually fits best. For a small business or a real estate agency, lead capture tends to be the better choice, since the next step is a call rather than a product demo.

Answers come first

Whatever goal you pick, the bot answers the visitor's question first. It makes at most one goal invitation per conversation. A visitor who ignores the invitation keeps getting normal answers and is not asked again in that chat.

Demo booking and the scheduling link

With the demo booking goal, add your scheduling link on the same tab. Calendly, Cal.com, or any URL works. When the bot invites the visitor to book, the widget shows a Pick a time button that opens your link, alongside the "Book a demo" invitation.

For the full booking flow, including Google Calendar events, see Book meetings from chat.

Lead card title override

The lead form in the widget has a title. By default it reads "Leave your details". On the Conversation Goal tab you can override this title, for example to "Request a valuation" or "Get a callback", so the form matches the goal you set.