How to setup AI bot - LionCRM for WhatsApp Web

AI Bot - Let AI Handle Your Customer Conversations Automatically | Lion CRM

Your personal WhatsApp assistant that never sleeps! Set up your business context, timing, and actions - AI Bot replies to customers 24/7 while you focus on growing your business.

🔗 Chrome Extension: https://chromewebstore.google.com/detail/lioncrm/ajcfmfkgkaemojljbnhdllfjlbkkoljg
🌐 Website: https://lioncrm.site
📢 Join our WhatsApp Channel: https://whatsapp.com/channel/0029Vb6kibb2UPBH0mAcgn1S
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WHAT IS AI BOT?

AI Bot is your intelligent WhatsApp assistant that automatically responds to customer messages. Train it with your business information, set working hours, and let it handle conversations - even while you sleep!

Works with 3 AI Providers:
ChatGPT (OpenAI)
Gemini (Google AI)
DeepSeek

Choose your preferred AI and start automating!

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STEP 1: API KEY SETUP

1. Go to Profile Settings
2. Choose your AI provider (ChatGPT / Gemini / DeepSeek)
3. Paste your API Key
4. Click Validate button
5. Enable AI Tools toggle
6. Save settings
7. AI Bot icon appears in toolbar

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4 POWERFUL AUTOMATIC ACTIONS:

1. SEND REPLY
AI responds to customer messages automatically based on your business prompt.

2. UPDATE TABS
AI adds or removes customers from tabs based on conversation context. Customer says "I am interested" - AI moves them to "Interested" tab automatically!

3. CREATE APPOINTMENTS
AI schedules meetings when customers request. Sends appointment confirmation with Google Meet or Zoom link automatically!

4. UPDATE PROFILE
AI extracts customer information from chat and updates their profile. Customer shares email? AI saves it to their profile instantly!

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BUSINESS PROMPT - TRAIN YOUR AI:

Write a custom prompt to train your AI Bot:
Define your business context
Set response tone and style
Add product/service information
Include FAQs and common queries
Set guidelines for AI behavior

Example: "You are an AI Business Assistant for Lion CRM. Answer customer questions about features, pricing, and support. Be helpful and professional."

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BOT HOURS - SCHEDULE AI RESPONSES:

Control when AI Bot should respond:
Set your time zone
Enable/disable specific weekdays
AI only responds during set hours
Perfect for after-hours automation

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REPLY TIMING - HUMAN-LIKE DELAYS:

Add natural delay before AI responds:
Set minimum and maximum delay (e.g., 3-5 seconds)
Makes responses feel more human
Avoids instant robotic replies
Creates natural conversation flow

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APPOINTMENT SCHEDULING:

Setup automatic appointment booking:
1. Paste your Google Meet or Zoom link
2. Set appointment template message
3. Use variables: [name], [date], [time], [link]
4. Set available hours (e.g., 9 AM to 7 PM)
5. AI schedules and sends confirmation automatically!

Template Example:
"Hi [name]! Your appointment is scheduled for [date] at [time]. Join here: [link]"

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CONTEXT MESSAGES - SMART RESPONSES:

AI reads previous chat messages for context:
Set message history limit (e.g., 30 messages)
AI understands conversation flow
Provides accurate, contextual responses
No repetitive or generic answers

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