How to create a chatbot
Creating a chatbot in Pipedrive requires purchasing the LeadBooster add-on, which has an additional cost on top of the base plan. The chatbot is configured from LeadBooster > Chatbot using a visual conversation flow builder. The process includes designing the flow, configuring responses, and adding the code to your website. In Teeo, you describe the chatbot in one message and it's active across all your channels.
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 Pipedrive: step by step
Requirements
- ·Pipedrive's chatbot is part of the LeadBooster add-on. Its price is $32.50/company/month (annual billing) or $39/company/month (monthly), independent of the number of users.
- ·LeadBooster includes: Chatbot, Live Chat, Web Forms, and Prospector. The Chatbot is just one component of the add-on.
- ·Pipedrive's chatbot is designed primarily for lead capture, not customer support. For post-sale support, consider other tools.
- ·The chatbot installation code is added manually to the website's HTML or via Google Tag Manager.
Purchase the LeadBooster add-on
Go to Settings > Billing > Add-ons and look for 'LeadBooster'. Click 'Add to plan' and complete the payment process. The cost is $32.50/company/month (annual) or $39/company/month (monthly). Once activated, the LeadBooster section will appear in the sidebar.
Access LeadBooster > Chatbot
In the left sidebar, click 'LeadBooster'. Inside LeadBooster, select the 'Chatbot' tab. You'll see the list of existing chatbots (if any) and the button to create a new one.
Create a new chatbot
Click '+ Add Chatbot' or 'Create chatbot'. The visual conversation flow builder will open. Pipedrive uses a node system where each node represents a message or a question from the chatbot.
Configure the welcome message
In the first node of the flow, edit the welcome message that visitors will see when they open the chat. Write something like: 'Hi! I'm [Your Company]'s virtual assistant. How can I help you today?' Keep the tone friendly and aligned with your brand.
Add quick option buttons
Below the welcome message, add a 'Multiple choice' or 'Buttons' node. Create the main options: 'View pricing', 'Learn about services', 'Buying process', 'Talk to an agent'. Each button will connect to a different branch of the conversation flow.
Build the pricing branch
Click the 'View pricing' button to create its branch. Add a text node with pricing information. If you have multiple plans or products, use another options node so the visitor can select the one they're interested in. End the branch with a qualification question or a contact form.
Build the services and buying process branches
Repeat the process for each button in the main menu. Each branch should have at least 2-3 response nodes. For services, briefly describe each service. For the buying process, explain the steps clearly. Make sure each branch ends with a call to action: contact form, calendar link, or agent handoff.
Configure lead data capture
Add 'Ask for email', 'Ask for name', and 'Ask for phone' nodes at the point where the visitor shows interest in purchasing or speaking with sales. Pipedrive can automatically create a contact record and a deal with the captured information. Configure which pipeline and stage the deal will be created in.
Configure the chatbot appearance
In the chatbot settings tab (paint brush icon), customize: bot name, profile picture or avatar, colors (primary and secondary), screen position (bottom right or left corner), and language. Make sure the colors match your website's visual identity.
Install the code on your website
Go to the 'Installation' or 'Install' tab within the chatbot settings. Copy the JavaScript snippet that Pipedrive generates. Paste it before the closing </body> tag in your site's HTML, or add it as a custom tag in Google Tag Manager. Once installed, the chatbot will appear on your site. Verify in incognito mode that it works correctly.
Frequently asked questions
How much does Pipedrive's chatbot cost?
Pipedrive's chatbot is included in the LeadBooster add-on, which costs $32.50 per company per month (annual billing) or $39 per company per month (monthly). This cost is per company, not per user, regardless of the number of seats. It is not included in any Pipedrive base plan and must be purchased separately.
Can Pipedrive's chatbot answer customer support questions?
Pipedrive's chatbot (LeadBooster) is designed primarily for lead capture and qualification, not customer support. It can answer basic questions through a predefined conversation flow, but does not have conversational AI capabilities. For post-sale support, Pipedrive recommends using integrated third-party tools like Intercom or Zendesk.
Can I use Pipedrive's chatbot on WhatsApp or social media?
No. Pipedrive's LeadBooster chatbot is designed exclusively to be installed on websites via a JavaScript code snippet. It has no native integration with WhatsApp, Facebook Messenger, Instagram, or other messaging platforms. For multi-channel chatbots, you would need a dedicated tool like Teeo that operates across multiple channels simultaneously.