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Updated on
May 23, 20247 min read

Build a Chatbot with these 10 Easy Steps

Updated onMay 23, 20247 min read
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BotPenguin AI Chatbot Maker

    Table of Contents

  • So here are 10 easy steps that you can follow to join the chatbot revolution:
  •  Conclusion: 
Listen to this Blog

Do you plan to automate your business communication? Do you want to build a chatbot for your business? But at just the thought of it, you are so confused about where to start, what to do?  If the answer to all the above questions is Yes. You are at the right place to get all the answers you need to get it going.   Some of the facts before you learn how to create a chatbot: 

  1. As of Mar, 2021, there are more than 300,000 active chatbots on Facebook's Messenger
  2. According to LivePerson survey of 5,000 consumers in 6 countries, globally, 38% of consumers think positively of chatbots, and only 11% view chatbots negatively. The rest 51% are neutral about chatbots
  3. As per Gartner, by 2022 70% of white-collar workers will interact with chatbots on daily basis
  4. As per PwC booklet, 31% of business executives thinks that their businesses will get the most impact from virtual assistants, more than from any other AI-enabled solution.  

So here are 10 easy steps that you can follow to join the chatbot revolution:

1. Set Chatbot’s goals and define them 

First, you need to decide what you want to interact with your customers. The most important thing is identifying and being specific in what you want to achieve with your Chatbot. There are many possible use cases of chatbots that can help your business to grow. But you need to be aware of all of those before designing a chatbot. Do you want to use it for lead generation Or to answer customer queries? or want to increase customer engagement? Pick a goal and define it thoroughly. 

2. Evaluate and pick a deployment channel

Second, you need to decide where you want to interact with your customers. Businesses these days have various mediums to reach out to their customers such as Facebook Messenger, WhatsApp, Instagram, Telegram, Kik, Line, Viber, chat embedded on websites, emails, SMS and many more. To make most of a chatbot, you need to decide which of these channels you and your customers are most comfortable with. The brilliant idea is to pick a channel where you already have most of your customers interacting with your business. You are basically going to automate your communication with your customers by building a chatbot.

3. Choose the right building platform

Thirdly, you need to decide which platform to use to build a chatbot. You need to decide on the right chatbot builder platform based on the use case and deployment channel you have chosen. While making the decision, the following things need to be considered:

  1. Ease of use: Pick the one which allows you to build Chatbot in minutes.
  2. Integrations: Decide which integrations you need and make sure the platform offers those
  3. Customization: Pick a chatbot maker platform that allows you to customize your bot and various features associated with it. 
  4. Functioning: Pick a chatbot builder that allows you to create a chatbot as per your business use case. 

BotPenguin offers you an easy-to-use platform with a choice of integrations and customization. You can explore it now. 

4. Create a conversational architecture

Next, you need to decide how to map your chatbot use to chatbot conversation. In order to build an efficient and conversational chatbot you need to decide at a very high level how the conversation will look like. You need to decide at a high level:

  1. How the overall conversation will flow and connect with the use case decided
  2. What will be major inflexion point in the conversation
  3. At what point human intervention will be required (if any)
  4. Are there any frequently asked questions that Chatbot can learn and answer when asked
  5. Where data collected by Chatbot will be stored 
  6. What time Chatbot will be active and in which countries (if you are dealing globally) 

These are some of the key pointers to build a conversational architecture. 

5. Start building the Chatbot by designing your conversation flow

Next, you need to decide how the Chatbot will interact with your customers Chatbos at times, are difficult to interact with. So it becomes very important that you pay attention to each of the chatbot messages content and placement such that it should be able to build an engaging conversation with your customers. Users at any point should not be left with dead ends in the conversation or get stuck in a loop. BotPenguin allows you to build a chatbot conversation with drag and drop and to test it at the same time so that you can make most of it. 

6. Decide chatbot integrations

Next, you need to decide on third party applications that Chatbot need to interact with Where will the data collected by Chatbot be saved? Is there any data that Chatbot needs to showcase to customers in case it is requested? Are there any third-party apps or software that you want Chatbot to interact with?  These are some of the key questions that you need to answer in order to decide which chatbot integrations are required. If you are planning to use Chatbot for lead generation, then it is very likely that you would like to save your leads in your CRM for your future use. Similarly, suppose you are using Chatbot for customer support. In that case, you might want to integrate it with your existing customer support ticketing system to request the status of existing tickets or raise new ones. In case you are using Chatbot for meeting booking, you might want to integrate it with your google calendar so that any booking made should land directly in your calendar, Also there are no double bookings for the same slot. Similarly, there are many other use cases for third-party app or software integration depending on the software or use case you are choosing. 

7. Conduct internal testing and revisions

Next, you must test the Chatbot created internally before you launch it Before you go live with the Chatbot created it is advisable to test it thoroughly. You must make sure that the conversation is engaging, there must not be any dead ends or loops in the conversation, integrations are working as expected. If there are any bugs that you have identified, you must make the conversation changes to give a smooth experience to your customers.

8. Deploy the Chatbot

Next, you can deploy the Chatbot in live environment  Usually, deployment is pretty easy with all the chatbot builder platforms. But it can be tricky in case you are planning to deploy a chatbot on your website. You can follow these steps to deploy Chatbot on your website. Deployment on Facebook, Instagram, WordPress, etc can be done with just a few clicks. While deployment you must take care of configuring your Chatbot based on:

  1. How soon chatbot should pop-up while the user lands on your website or the platform?
  2. At what time or location Chatbot will be accessible to your customers?
  3. If a customer has closed the chatbot window, shall it try again to engage customers?
  4. Chatbot window size and placement on your website or any other platform

Once Chatbot is deployed on the platform you are all set to enjoy its service. Chatbots can really help you save a lot of time, energy and money.

9. Collect chat data

Once Chatbot is functional it will collect lots of data, be prepared to store it.  Chatbots used for lead generation or customer support will throw interesting conversations to look at. It is a good idea to analyze the chatbot conversations with your customers. You will be able to find if there are any areas of improvement. Some of the bots are self learning and they keep on learning from their mistakes but others have to be taught. 

10. Make timely revisions

Once Chatbot is functional it will collect lots of data, be prepared to store it.  Even though you think that your bot is doing really well with leads or customer support. With all the data of conversations at your disposal it is a good idea to analyze and make changes as required. Also, it is important to give a new experience to your repeat customers. If you keep updating your chatbot conversation, it will only help give your customers a better experience. 


If you follow all the above steps carefully, you are bound to get great results. Just keep your approach precise and straightforward while designing your Chatbot and the accompanying chat flow. You will see your business grow faster and more efficiently with the right chatbot platform by your side. BotPenguin is one of the leading chatbot maker platforms which you can use to build your Chatbot.  

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Table of Contents

  • So here are 10 easy steps that you can follow to join the chatbot revolution:
  •  Conclusion: