# Setting Up Your AI Bot Your AI bot is the heart of DM Champ. It reads your customer's messages, understands what they need, and responds naturally - like a skilled team member who never sleeps. This guide walks you through setting up your bot step by step. **The good news:** You do not need any technical skills. If you can describe how you want a conversation to go, you can set up your bot. *** ## What Your AI Bot Can Do Once configured, your bot can: * **Answer questions** about your products, services, pricing, and policies * **Book appointments** and manage your calendar * **Qualify leads** by asking the right questions and collecting contact details * **Connect to other tools** like your CRM, order system, or booking platform * **Follow up automatically** when conversations go quiet * **Hand off to your team** when it encounters something it cannot handle Each campaign has its own bot configuration, so you can set up different bots for different purposes - a support bot, a sales bot, an event bot, and so on. *** ## AI Providers (How the Bot Thinks) DM Champ uses the latest AI models to power your bot: * **Anthropic Claude** - The primary AI. Handles all conversations and excels at following instructions and understanding context. * **Google Gemini** - Used for specialized tasks like understanding voice notes and videos. * **OpenAI** - Available as an alternative for specific needs. **You do not need to choose a provider.** DM Champ automatically uses the best model for each task. You just focus on telling the bot what to do. *** ## Quick Start: Auto-Setup via Onboarding If you are setting up DM Champ for the first time, the **guided onboarding wizard** can configure your bot automatically. During onboarding, you enter your website URL and DM Champ's AI analyzes your site to: * **Generate bot instructions** tailored to your business, including tone, goals, and conversation flow * **Create FAQs** from your website content so the bot already knows your products, pricing, and policies * **Set up your company information** based on what it finds on your site This gives you a fully functional bot in minutes. You can always refine the auto-generated setup later using the steps below. *** ## Setting Up Your Bot (Step by Step) Every campaign has a **Bot** tab where you configure the AI. Here is each section and how to fill it in. If you used the onboarding wizard, many of these fields will already be filled in for you. ### 1. Write Your Bot Instructions This is the single most important part of your setup. Bot instructions tell the AI who it is, what it should do, how it should talk, and what to avoid. **Think of it like training a new employee:** You would tell them their role, how to greet customers, what to recommend, and when to ask for help. **Tips for writing great instructions:** * **Give the bot a name and role.** "You are Sarah, a sales assistant at GreenFit Supplements." * **Define the conversation flow.** What should happen first, second, third? * **Set clear boundaries.** What should the bot never do or say? * **Describe the personality.** Friendly? Professional? Casual? Keep it consistent. * **Keep messages short.** Tell the bot to write like a real person texting - 2-3 sentences per message. **Example instructions (copy and adapt for your business):** ``` You are Sarah, a sales assistant at GreenFit Supplements. Your goal is to help customers find the right supplement and guide them toward placing an order. Conversation flow: 1. Greet the contact by their first name 2. Ask what health goals they are working toward 3. Recommend 1-2 products from our catalog 4. Share the relevant product link 5. Offer to answer any questions about ingredients or dosage 6. If they are ready, guide them to the checkout page Rules: - Keep messages short (2-3 sentences max) - Be friendly and conversational, like texting a helpful friend - Never make medical claims - If asked about medical advice, recommend they consult a doctor - If a question is outside your knowledge, alert a team member - Never make up information that is not in the company info or FAQs ``` ### 2. Add Your Company Information Give the bot background about your business so it can answer questions accurately. Fill in these fields: | Field | What to Write | Example | | ------------------------- | ----------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------ | | **Company Info** | Your business name, what you do, and who your customers are | "GreenFit Supplements sells premium, plant-based fitness supplements to health-conscious adults aged 25-45." | | **Market Positioning** | How you compare to competitors and what makes you different | "Unlike mass-market brands, we use only organic, third-party tested ingredients." | | **Unique Selling Points** | Your key advantages | "30-day money-back guarantee, free shipping over $50, certified organic." | | **Pricing Info** | Your prices, packages, or a link to your pricing page | "Starter Pack: $29/month. Pro Pack: $49/month. Family Pack: $79/month." | | **Objection Handling** | Common pushback from prospects and how to address it | See example below | **Example objection handling:** ``` "It's too expensive" -> Emphasize the value and ROI. Mention our 30-day money-back guarantee. Compare to the cost of not solving the problem. "I need to think about it" -> Respect their decision. Offer to send a summary. Ask if there are specific concerns you can address. "I'm already using [competitor]" -> Ask what they like and dislike about their current product. Highlight our differences without badmouthing the competitor. ``` ### 3. Set the Conversation Goal Tell the bot what success looks like. What should it be working toward? Common goals: * Book an appointment or consultation * Qualify the lead and collect their email * Drive the contact to a specific page or offer * Provide customer support and resolve the issue * Collect feedback or survey responses ### 4. Define When to Alert a Human Tell the bot when it should stop and hand the conversation to someone on your team. For example: * "The contact asks to speak with a manager" * "The contact has a billing complaint" * "The contact is asking about something you have no information about" * "The contact appears frustrated or upset" When the bot alerts a human, the chat is paused and you receive a notification. The bot will not send any more messages until you resume it. ### 5. Add FAQs and Resources * **FAQs** give the bot precise answers to common questions. See the [FAQ Management](https://help.dmchamp.com/ai-and-automation/faq-management) guide. * **Resources** are links the bot can share during conversations (your website, pricing page, booking page, product catalog, etc.). * **Other Info** is a field for temporary updates. Running a sale this week? Add it here so the bot knows about it without changing your permanent instructions. *** ## Making Your Bot Feel Human (Response Settings) These settings control the pacing and style of your bot's messages so they feel like they are coming from a real person, not a machine. | Setting | What It Does | Recommended | | ---------------------- | ---------------------------------------------------------- | ------------- | | **Speed Multiplier** | Controls overall message speed. Higher = faster responses. | 1.0 (default) | | **Min Response Delay** | Minimum seconds before the bot starts "typing" | 3-5 seconds | | **Max Response Delay** | Maximum seconds before the bot starts "typing" | 10-15 seconds | | **Typing Speed** | How fast the bot "types" (characters per second) | 30-50 | | **Response Length** | Target length for each message (in words) | 30-60 words | | **Sentence Length** | Target number of sentences per message | 2-4 | | **Max Chunks** | Maximum separate message bubbles per response | 3-4 | **How it works:** Instead of sending one long paragraph, the bot breaks its response into multiple short messages - just like a real person texting. It also pauses between messages and shows a "typing..." indicator (on WhatsApp Web) to make the conversation feel natural. *** ## AI Speed Modes (How Deeply the Bot Thinks) AI speed modes control how much "thinking" the bot does before responding. Think of it like asking someone a question - sometimes a quick answer is fine, and sometimes you want them to really think it through. | Mode | How It Works | Best For | | -------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------- | | **Quick** | The bot responds with a 1-3 second delay. Fastest replies. | Simple Q\&A, high-volume campaigns, basic customer support | | **Thoughtful** | The bot takes 3-8 seconds, briefly considering the full conversation before responding. Good mix of speed and quality. | Most campaigns. This is the recommended default. | | **Human-like** | The bot takes 5-15 seconds, carefully analyzing the entire conversation and context before responding. Most natural pacing, like a real person thinking before they reply. | Complex sales conversations, technical support, high-value leads | **When to use each:** * **Quick** - Your bot handles simple, repetitive questions and speed matters more than depth. * **Thoughtful** - The best choice for most situations. Good responses without noticeable delay. * **Human-like** - Every response really matters. Think high-ticket sales or detailed technical support where a natural pace builds trust. *** ## Bot Message Limits Each plan includes a limit on how many AI responses the bot can send per conversation: | Plan Feature | Limit | | --------------------- | ------------------------------------------ | | 20 responses per chat | The bot sends up to 20 replies per contact | | 50 responses per chat | The bot sends up to 50 replies per contact | | Unlimited responses | No limit on bot replies | Once the limit is reached for a specific contact, the bot stops responding automatically. You can still message the contact manually. *** ## Chat Memory (How Much the Bot Remembers) The chat memory determines how much conversation history and background information the bot can consider when crafting a response. A larger memory means the bot remembers more of the conversation and has more of your company info available to draw from. | Plan Feature | Memory Size | | ------------ | ------------------------------------------------- | | 20K context | About 15,000 words of conversation + company info | | 50K context | About 37,500 words | | 75K context | About 56,000 words | | 100K context | About 75,000 words | For most campaigns, the 20K option is plenty. If your campaigns involve very long conversations or extensive product catalogs, a larger memory helps the bot stay accurate over time. *** ## How AI Credits Work DM Champ uses a simple credit system to track AI usage: **What costs 1 credit:** * Each time the AI generates a response (one "thinking" cycle, even if it sends multiple message bubbles) * Each time the AI uses a tool (like booking an appointment, searching your website, or calling a custom function) * Each time the AI performs a background task (like extracting a contact's name or evaluating the conversation) **What does NOT cost credits:** * Sending a message manually yourself * Receiving messages from contacts * Template messages (these have their own separate cost) **Free credits included with your plan:** | Plan | Free Credits Per Month | | ------- | ---------------------- | | Starter | 50 | | Growth | 200 | | Scale | 500 | | Agency | 1,000 | You can purchase additional credits at any time or enable **auto-recharge** so your bot never runs out mid-conversation. **Bring Your Own Key (BYOK):** On Scale and Agency plans, you can connect your own API keys for AI providers (Claude, Gemini) via **Settings > BYOK API Keys**. When BYOK is active, all AI operations cost 0 credits - you pay the AI provider directly instead. *** ## Testing Your Bot in the Playground Before going live, always test your bot in the **Playground**. It simulates a real conversation so you can see exactly how your bot will behave. **How to use it:** 1. Open your campaign 2. Click the **Playground** tab (or the chat icon in the top right) 3. Type a message as if you were a customer 4. The bot responds using your full campaign configuration 5. Adjust your instructions, FAQs, and settings based on the results 6. Repeat until you are happy with the responses **What to test:** * Common questions your customers ask * Edge cases (off-topic questions, gibberish, competitor mentions) * Whether the bot correctly alerts a human when it should * Appointment booking flows (if applicable) * That the bot stays within the boundaries you set The Playground uses the exact same AI as live conversations, so what you see in testing is what your contacts will experience. *** ## Tips for Getting the Best Results 1. **Fill in everything.** The more information you give the bot (company info, FAQs, resources), the better it performs. Do not leave sections empty. 2. **Structure your instructions clearly.** Use numbered lists and clear sections. The AI follows structured instructions much better than long paragraphs. 3. **Add FAQs for common questions.** If contacts keep asking the same things, add them as FAQs. The bot automatically finds the right FAQ for each question. See [FAQ Management](https://help.dmchamp.com/ai-and-automation/faq-management). 4. **Use "Other Info" for temporary updates.** Running a sale this week? Add it to "Other Info" so the bot knows without you changing your permanent instructions. 5. **Add resource links.** Include links to your website, pricing page, booking page, or product catalog. The bot shares these naturally during conversations. 6. **Review conversations regularly.** Check your live conversations to see how the bot is doing. If it handles something poorly, update your instructions or FAQs. 7. **Use the "Optimize Campaign" button.** This lets the AI analyze your current setup and suggest improvements based on real conversation patterns. 8. **Set up tags for key actions.** Create campaign tags with descriptions (e.g., tag "booked" with description "Contact has confirmed an appointment"). The bot will automatically apply tags when the right condition is met, and you can trigger actions in other tools based on these tags.