Your guide on designing a Sales Chatbot

In the previous article, we discussed the importance of having a chatbot for your sales channel. You can use chatbot to automate the lead generation process, fix appointments with qualified leads, or to even close sales for you.

Whichever part of your sales cycle you choose to automate, it is important to plan the implementation of chatbot. Let us have a look at the steps involved in designing your sales bot.

1. Establish a Goal

The first step to designing a sales chatbot is establishing a goal. It is important to have a clear purpose for the chatbot before setting it up. You must consider the nature of the business and the type of products or services that you offer.


Your chatbot needs to have a purpose.

For example, if your business serves people who are senior citizens, then you probably do not need a chatbot. Also, if you sell highly customized products or services, and your business does not exist online (because it doesn’t need to), then getting a chatbot is illogical.

Evaluating your business needs and the visualizing the apt use-case are must before designing a chatbot.

2. Design the Conversation

Once you have determined what the chatbot will do, the next step is to design the conversation. The conversation is the backbone of the ‘chat’bot, hence it needs to be polished and repolished to hit the right tone with the customers.

We have summarized the points that you need to follow when designing a conversation:

I. Ask the right questions

As a sales channel, your chatbot should be trained to gather information from your customers by asking the right set of questions. Preparing a list of questions you would ask a prospect if you were talking to them in person is an apt way to move forward.

II. Exchange of information

When interacting with prospects, your chatbot should be able to answer the queries arising from their end. As a sales chatbot, the primary focus should be on educating the prospect of your services by keeping in mind their requirements. Simply asking information from the user without providing any from your end is a complete put-off.

III. Keep the messages short

Remember it is not an email chain. Long messages are not appropriate for a channel like a chatbot. Keep the messages short and friendly.

A more detailed article on designing conversation for chatbot can be found here.

3. Select the Apt Platform

Your sales chatbot is capable of conversing with the leads that come to your website or application. It is not capable of bringing people to your website. An important aspect of designing a sales chatbot is choosing the medium where it will be placed.

It is important to place the bot on a relevant platform where you get considerable traffic.


If your website has hundreds of users daily, whereas your application has weeks with zero traffic, it makes more sense to place the chatbot on the website. You can also have chatbots on Facebook Messenger. Messenger bots are the most preferred medium for the bot because finding prospects on Facebook is easier.

The appropriate medium leverages the bot to generate more qualifying leads.

For most of the businesses, some human assistance is needed during the sales cycle.

Thus, it is important to make the transition between bot and human as seamless and coherent as possible.

A chatbot saves businesses time and money while getting more done in less time. Small business owners who cannot employ a large sales team can reap substantial benefits by automating their sales process with the help of chatbots.

We at WotNot offer customized chatbot solutions to suit your business needs. What’s more, you can have your chatbot ready in under an hour! Simply drop us a note at [email protected] and we’ll take it from there.
Crush those sales figures with WotNot!