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This guide walks you through creating and configuring a Conversation AI bot from scratch. For detailed settings reference, see Bot settings.

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Creating your first bot

1

Navigate to AI settings

Go to Settings > Conversation AI in your HoopAI account.
2

Create a new bot

Click Create Bot and choose a bot type. You can select from General Q&A, Appointment Booking, Marketplace Templates, or start from scratch.
Create new bot dialog showing General Q&A, Appointment Booking, Marketplace Templates, and Start from Scratch options
Next, give your bot a descriptive name.
Bot naming screen where you enter a name for your new bot
3

Write your system prompt

Define your bot personality, role, and behavior rules. The system prompt is the most important configuration.
Bot configuration panel showing the system prompt field and settings
4

Configure bot status and settings

Set the bot status and adjust its behavior settings to match your needs.
Bot status configuration panel
Bot trial mode configuration for safe testing
5

Set bot goals

Define what your bot should accomplish in each conversation, such as qualifying leads, booking appointments, or collecting information.
Bot goals setup screen where you define conversation objectives
6

Configure actions

Set up what your bot can do: book appointments, tag contacts, trigger workflows, or escalate to humans.
Bot actions configuration panel
7

Test and deploy

Test your bot with sample conversations, then activate it to start handling real messages.
Guided form bot creation wizard for structured conversation flows
Bot customization panel with personality and response settings

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Next steps

Bot settings

Detailed settings reference

Knowledge base

Train your bot with business information

Multi-channel deployment

Deploy across all communication channels
Last modified on March 5, 2026