How to Set Up a Chatbot Sales Flow

<p>An AI can talk to customers well, but to take an order it needs a clear plan: what to ask and in which order. That plan is called a <strong>flow</strong>.</p> <h2>What is a flow?</h2> <p>A flow is a conversation script that guides the customer step by step to a result — a purchase, a booking, a delivery, an installation or a support request. The AI understands what the customer needs and starts the right flow itself.</p> <h2>What is a slot?</h2> <p>A slot is one piece of information to collect inside a flow, such as “size”, “address” or “phone number”. For each slot you write the questions the AI will ask and can allow image uploads.</p> <h2>How flows work in AITOOLS</h2> <ol> <li>Choose the flow type: sales, support, delivery or installation.</li> <li>Add slots and set their order.</li> <li>During the chat the AI fills the slots — if a customer gives several details in one message, it recognises them all.</li> <li>A customer card is created in the CRM as soon as the first details arrive.</li> <li>When every slot is filled, a ready order is created and your admin is notified.</li> </ol> <h2>Examples</h2> <h3>Clothing store</h3> <p>Product → size → colour → delivery address → phone number.</p> <h3>Clinic or beauty salon</h3> <p>Service → preferred date and time → name → phone number.</p> <h3>Restaurant delivery</h3> <p>Dishes → quantity → address → payment method → phone.</p> <h3>Installation service</h3> <p>Product → installation address → convenient time → photo (if needed) → phone.</p> <h2>5 rules for a good flow</h2> <ol> <li>Ask only what you really need — every extra question risks losing the customer.</li> <li>Ask for the phone number early enough, not at the very end, so you can still get in touch.</li> <li>Write questions in natural, conversational language.</li> <li>Write several variants of each question so the AI doesn’t sound repetitive.</li> <li>Test the flow in the dashboard before going live.</li> </ol> <h2>FAQ</h2> <h3>Can several flows run at once?</h3> <p>Yes — for example sales and support flows work together and the AI picks one based on the customer’s intent.</p> <h3>Who sets up the flow?</h3> <p>You can build it in the dashboard, or our team will set it up for free based on your sales script.</p> <h2>Read also</h2><ul><li><a href="/blog/train-ai-on-your-business-knowledge-base/">How to train AI on your business</a></li><li><a href="/blog/order-pipeline-kanban/">Why orders get stuck</a></li></ul> <p><strong>Try AITOOLS:</strong> <a href="https://platform.aitools.az/auth">start free for 2 weeks</a> (1,000 AI replies, no card) or <a href="/#how-it-works">let our team set everything up for free</a>.</p>