How to create a chatbot
Monday CRM does not have a native chatbot builder. To add a chatbot to your website from Monday, you need to connect a third-party tool such as Tidio, Intercom, or Drift through Monday's integration marketplace. The process involves creating an account in the external tool, configuring the bot, and connecting it to Monday. In Teeo, the chatbot is created 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 Monday CRM: step by step
Requirements
- ·Monday CRM does not have a native chatbot. It requires integration with third-party tools like Tidio, Intercom, or Drift.
- ·The Tidio integration is free on its basic plan, but advanced chatbot features require paid plans.
- ·The external chatbot connects to Monday to automatically log captured leads in the CRM board.
Log in to Monday CRM
Go to monday.com and log in to your workspace.
Access the integrations Marketplace
Click your avatar or user menu in the lower left corner. Select 'Marketplace' or navigate to monday.com/marketplace to see available integrations.
Search for the chatbot integration
In the marketplace search bar, type 'Tidio', 'Intercom', or 'Drift'. Select the integration you want to use. Tidio is the most popular option for basic chatbots.
Install the integration
Click 'Install' or 'Connect' on the integration page. You'll be asked to authorize the connection between Monday and the chatbot tool.
Create an account in Tidio (or your chosen tool)
If you don't have an account in the chatbot tool, create one at tidio.com. Choose the plan that fits your needs and complete registration with your email and password.
Configure the chatbot in Tidio
Inside the Tidio panel, navigate to the Chatbots section. Click '+ New chatbot' and select an FAQ template or start from scratch.
Define the bot's questions and responses
Add conversation flows: frequently asked questions about pricing, services, and the buying process. For each question, write the response the bot will give. Use Tidio's visual flow editor.
Activate the chatbot in Tidio
Once the flows are configured, click 'Activate' to make the bot ready. Get the widget installation code from the 'Channels' → 'Live Chat' section.
Install the widget on your website
Copy the Tidio widget JavaScript code and paste it before the closing </body> tag on your website. The chatbot will automatically appear on all pages of the site.
Connect Tidio with Monday CRM
Return to Monday and complete the Tidio integration setup. Map the fields: lead name, email, and message to the CRM board so captured contacts are automatically logged.
Test the chatbot
Open your website in an incognito window and verify the chatbot appears and responds correctly. Send a test message and confirm the lead is recorded in your Monday CRM board.
Frequently asked questions
Does Monday CRM have a native chatbot?
No. Monday CRM does not include a native chatbot builder. To add a chatbot through Monday, you need to integrate a third-party tool like Tidio, Intercom, or Drift through Monday's integration marketplace. This requires creating an additional account in the external tool and manually setting up the integration.
Which chatbot tool is recommended to integrate with Monday CRM?
Tidio is the most popular and accessible chatbot integration for Monday CRM. It offers a free plan with basic features and connects directly with Monday to log captured leads. Intercom is more complete but also more expensive, suitable for teams with higher conversation volumes.
What is the fastest way to create a chatbot for your business?
The fastest way is with Teeo CRM. You just tell the assistant: 'Create a website chatbot that answers questions about pricing, services, and the buying process'. The chatbot is created, configured, and active across all your channels in under 1 minute, with no need to integrate external tools.