> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/chatbots.md).

# Chatbots

[Chatbots](/setting-up-guide/setting-up-flow-builder.md) are designed to interact with customers, collect their responses, and automatically save those responses in the corresponding CRM. This ensures that customer interactions are efficiently recorded and stored for future reference, improving data management and follow-ups. In Prebuilt the Chatbots are used for Lead Qualification and to get the meeting feedback from the customers. For knowing more about Chatbots [click here](https://help.pickyassist.com/setting-up-guide/setting-up-flow-builder/guide-to-building-an-effective-chatbot-must-read).

The below picture shows the Chatbots included in the Prebuilt

<figure><img src="/files/rkaHd4EiuruV36xekLr4" alt=""><figcaption></figcaption></figure>

**Lead Qualify Bot:** This Chatbot helps qualify newly added leads in the CRM modules. It is triggered by the workflow "**Triggering Lead Qualify Bot**" when a new lead is created in the Leads module. The Chatbot engages with the lead via the Whats App channel, collects their responses, saves the information in the Leads module, and updates the corresponding lead record.

**Meeting Feedback Chatbot**: This Chatbot is used to gather feedback from leads after a meeting is completed, and the feedback is saved in the Meetings module. The Chatbot is triggered by the workflow "**Trigger Meeting Feedback Chatbot**" when the meeting status is changed to "Completed."


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.pickyassist.com/setting-up-guide/working-with-prebuilt-crm-modules/automations/chatbots.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.