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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 name for your bot.
3

Write your system prompt

Define your bot personality, role, and behavior rules. The system prompt is the most important configuration.
4

Assign channels

Choose which channels your bot will respond on (SMS, web chat, Instagram, Facebook, WhatsApp).
5

Configure actions

Set up what your bot can do: book appointments, tag contacts, trigger workflows, or escalate to humans.
6

Test and deploy

Test your bot with sample conversations, then activate it to start handling real messages.

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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