How To Use Tekmatix's Guided Form Bot to Build AI Conversations in Under 3 Minutes

Creating a chatbot doesn’t have to be complicated! With Tekmatix’s new Guided Form Bot setup inside Conversation AI, you can now build smart, structured bots without writing a single prompt. This feature is perfect for lead capture, appointment booking, and automated data collection—helping you streamline operations while delivering a consistent customer experience.

Why This Feature Matters

• No prompt writing required
  

• Build bots in under 3 minutes
  

• Smart skip logic for already known info
  

• Drag-and-drop question setup
  

• Perfect for lead qualification and appointment flows

Step-by-Step Guide: Setting Up a Guided Form Bot in Tekmatix

Step 1: Start the Guided Bot Setup

• Go to Settings > Conversation AI > Bots

• Click Create Bot

• The Guided Form setup will launch by default.

🔁 Prefer the classic prompt-based setup? Use the dropdown to switch back anytime.

Step 2: (Optional) Add Brand Information

• Fill in Business Name, Industry, and Tone of Voice
  

• This helps the bot respond more accurately and in line with your brand.
  
  

Step 3: Configure Basic Settings

• Set an Initial Message (e.g., “Hi there! I’m here to help. Let’s get started.”)
  

• Choose your communication channel
  

• Adjust response delay timing to suit your style

Step 4: Define Your Objectives

This is where the magic happens. Think of each “Objective” as a question the bot will ask.

Examples of Objectives:

• Ask for Name
  

• Ask for Email
  

• Ask for Phone Number
  

• Ask for Preferred Appointment Time
  

• Ask what the contact needs help with

💡 Smart Skip: Enable the toggle to skip questions if the data already exists in the contact’s record.

🔃 Drag and drop to rearrange your questions any time.

Step 5: Set Up Actions

Want to take action after collecting info? You can:

• Connect your Calendar for booking appointments
  

• Trigger a Workflow after data collection or appointment booking

Step 6: Final Review

• Use Edit Bot to make changes to brand info, settings, or questions
  

• Add Additional Instructions for advanced control (optional)
  

• Publish your bot—and you’re done!
  

Sample Scenario: Lead Capture on Website Chat

Let’s say you run a digital marketing agency and want to qualify leads through your website chat.

Your Objectives Could Be:

1. Ask for the visitor’s name
   

2. Ask for their email
   

3. Ask what services they’re looking for
   

4. Offer a link to book a strategy call
   

Once set up, your bot will follow this structure every time—auto-skipping any info it already has from returning users.

Bonus: Why Clients Love This

• Beginner-Friendly: You don’t need to understand prompt logic
  

• Fast Setup: Build and publish in under 3 minutes
  

• Consistent Conversations: Reduce human error

• Smart Automation: Combines info capture + next steps in one flow