This article provides a step-by-step guide to setting up Conversation AI V3 using the Guided Form approach in HighLevel. With the Guided Form method, you can create bots without writing prompts—just fill out a simple form, define your objectives, and let the system handle the logic. It’s perfect for quickly building effective, on-brand AI conversations.

TABLE OF CONTENTS

• What is the Guided Form Bot?
• Key Benefits of the Guided Form Bot
• How to Set Up the Guided Form Bot
• Frequently Asked Questions

What is the Guided Form Bot?

The Guided Form Bot is a user-friendly setup option within Conversation AI that removes the need for manual prompt engineering. Instead, it walks you through creating a bot using a structured form. You define key goals—like collecting contact details or answering FAQs—and the system builds a logic-driven, objective-based conversation flow behind the scenes.

Key Benefits of the Guided Form Bot

The Guided Form Bot is ideal for users who want powerful bot functionality without needing deep technical expertise. It balances simplicity with flexibility, enabling high-quality conversations in less time.

• No need to write prompts

• Quick setup—create a bot in under 3 minutes

• Reliable, logic-based answers tailored to your inputs

• Easy way to capture leads and qualify contacts

• Reusable bot templates for multiple campaigns

• Works seamlessly with Conversation AI workflows and tagging

How to Set Up the Guided Form Bot

Follow this step-by-step guide to set up your Guided Form Bot, define its behavior, and connect it to key actions within your CRM.

Step 1: Access the Create Bot Page

To get started:

1. Go to Conversation AI → Bots in the left-hand menu.

2. Click Create Bot.

3. The Guided Form interface opens by default.

Step 2: Input Brand Information (Optional)

While optional, adding brand information helps customize the tone and personality of your bot.

• Business Name

• Business Type

• Tone of Voice (e.g., professional, friendly, casual)

This allows the AI to respond more naturally in a tone consistent with your brand identity.

Step 3: Configure Basic Bot Settings

These core settings determine how your bot behaves in conversations:

• Initial Message: The first thing the bot will say to users.

• Language: Select the language your bot should use.

• Bot Name: Give your bot a friendly identifier.

• Behavior Type:

  • Auto-Pilot: Fully automated.

  • Suggestive: Sends reply suggestions to the user.

Step 4: Define Objectives and Questions

Add all the objectives you’d like the bot to complete.

• Use the Add Question / Objective button to create each.

• Enable Skip if Already Filled to prevent asking for existing contact data.

• Drag and drop questions to reorder them.

Common use cases:

• Ask for name, email, phone

• Qualify lead with Yes/No questions

• Offer scheduling links

Screenshot: Input panel for adding objectives and skip toggles.

Step 5: Setup Actions for Each Objective

Once you’ve defined your questions, determine what the bot should do when objectives are completed.

Options include:

• Trigger a Workflow (e.g., enroll in email sequence)

• Update a Custom Field (e.g., save “Preferred Contact Time”)

• Assign Tags (e.g., “Interested in Demo”)

These actions help automate and personalize follow-ups based on user responses.

Screenshot: Workflow trigger and tag assignment dropdowns.

Step 6: Final Review and Additional Settings

Before saving your bot, review all sections to make sure everything looks good. Then, configure any advanced settings:

• Bot Availability: Set time/day availability.

• Channels: Choose where the bot is active (SMS, Webchat, Instagram, etc.).

• Fallback Message: Custom message if the bot can’t handle a question.

Click Save to launch the bot!

Screenshot: Summary and Save button with completed configuration preview.

Frequently Asked Questions

Q: Can I switch between Guided Form and prompt-based bots?

Yes! From the bot creation screen, click the dropdown arrow next to “Create Bot” to choose your setup method.

Q: Can I edit the bot after it’s created?

Absolutely. Just open the bot from the Bot Manager and click “Edit.”

Q: What happens if the user doesn’t answer a question?

The bot will either retry, move on, or end the conversation—based on how you’ve configured each objective.

Q: Can I duplicate a bot?

Yes. Use the Duplicate option in the bot menu to reuse a configuration.

Q: Can I use Guided Form bots across channels like Instagram or WhatsApp?

Yes, as long as those channels are integrated into your HighLevel setup.

Next Steps

• Test Your Bot: Use the test chat window to validate the setup and ensure the objectives trigger as expected.

• Monitor Conversations: Track engagement in the Conversation view to see how users interact.

• Use with Workflows: Leverage Workflow triggers and actions to automate your lead nurturing process.

• Explore Bot Variants: Create variations of the bot for different use cases like customer support or event registration.