How to create a chatbot
Close CRM does not have a native chatbot builder. It is designed for phone and email sales communication, not website chat. To have a chatbot, you need to integrate a third-party tool like Tidio, Intercom, or Drift and connect it to Close. The full process takes about 45 minutes. In Teeo, the chatbot is configured with a single message.
How to do it in Teeo
“Create a website chatbot that answers frequently asked questions about pricing, services, and the buying process”
Your chatbot is created, configured, and active across all your communication channels.
How to create a chatbot in Close: step by step
Requirements
- ·Close CRM has no native chatbot builder. It requires integration with third-party tools.
- ·The most common integrations are Tidio, Intercom, Drift, or Crisp, connected to Close via Zapier or API.
- ·This tutorial uses Tidio as an example; the process is similar with other chatbot tools.
Create a Tidio account (or another chatbot tool)
Go to tidio.com and create an account. Tidio offers a free plan with basic features. Complete the registration process and initial workspace setup.
Set up your chatbot in Tidio
Inside Tidio, go to the 'Chatbots' section and select 'Create new chatbot'. You can choose an FAQ template or start from scratch.
Define the conversation flows
Configure the chatbot nodes: welcome message, frequently asked questions about pricing, services, and the buying process. Each response should lead to the next action or close the conversation.
Add responses to pricing questions
Create a 'Pricing' node with relevant information. Include a contact option with the sales team if the question is not resolved automatically.
Add responses about services
Create a 'Services' node with a description of each service offered. You can use quick reply buttons for visitors to select the service they are interested in.
Add the buying process flow
Create a 'Buying Process' node that explains how acquisition works step by step. At the end, include a call to action to schedule a demo or contact sales.
Install the Tidio widget on your website
In Tidio, go to Settings > Install Tidio. Copy the JavaScript code and paste it before the closing </body> tag on your website. If you use WordPress or another CMS, install the Tidio plugin.
Connect Tidio with Close CRM via Zapier
Go to zapier.com and create an account if you don't have one. Create a new Zap with 'Tidio — New chat visitor' as the trigger. Select 'Close CRM — Create Lead' as the action.
Configure field mapping in Zapier
Map the Tidio fields (visitor name, email, phone) to the corresponding fields in Close CRM (Lead name, email, phone). Save and activate the Zap.
Test the integration
Open your website in an incognito window and simulate a conversation with the chatbot. Verify the lead is created correctly in Close CRM with the collected information.
Activate the chatbot and monitor results
Activate the chatbot in Tidio and verify it is working on the site. Review the Tidio dashboard periodically to adjust flows based on actual visitor questions.
Frequently asked questions
Does Close CRM have a native chatbot builder?
No. Close CRM does not include a native chatbot builder. Close is focused on sales communication via phone, email, and SMS. To have a chatbot on your website, you need to integrate a third-party tool like Tidio, Intercom, Drift, or Crisp, and connect it to Close via Zapier or API.
How much does it cost to add a chatbot to Close CRM?
In addition to the Close subscription cost (from $49/user/month), you need to pay for a third-party chatbot tool (Tidio has a limited free plan, Intercom from $39/month) and possibly Zapier for the integration (from $19.99/month). The total additional cost can exceed $60/month.
What is the fastest way to have an active sales chatbot?
The fastest way is with Teeo CRM. You write one message: 'Create a website chatbot that answers frequently asked questions about pricing, services, and the buying process' and the chatbot is created, configured, and active across all your channels in under one minute.