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How to create a Sales Chatbot

How to create a Sales Chatbot in 4 easy steps in 2025

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AI has unfolded across several industries, from marketing to finance, operations, and human resources management. Of course, one should also note the huge impact of AI usage in sales. If businesses can find a viable way to use AI to increase sales productivity, there can be great benefits from effectively embedding AI in a sales operation. 

When operations embed AI into sales teams, they typically experience an increase in their overall productivity and also lead generation by 50%. As such, it made sense to embed AI into selling as a strategic approach. Where do sales chatbots fit into the picture?

AI in selling is referred to as a wide umbrella, describing so many possible definitions of artificial intelligence solutions, algorithms, and capabilities being used throughout the selling process. The focus of AI in selling is to improve the efficiency of sales operations while ensuring a great buying experience for all customers.

Businesses utilize various techniques and solutions in machine learning for AI in sales. They utilize AI to predict sales, gain customer insights, and even analyze customer behavior. Additionally, AI in sales does proactive data analytics, producing faster insights.

In this blog, we will discuss the steps to build your sales chatbots, followed by a list of benefits and the top sales chatbots that are running wild in the market. So, let’s get started. 

How to create a sales chatbot?

The 4 basic steps that must be followed to build your sales chatbot at Copilot.live are listed below for your reference. 

Step 1: Visit the official website and sign up for free

Signing in

In the first step, navigate to our official website and visit us at Copilot.live on the Google search engine results page (SERP). Here’s the link for you: https://www.Copilot.live/

Step 2: Name and design your chatbot

In the next step, as soon as you log in, you'll see a tab with multiple menus on the Copilot dashboard. By configuring your chatbot's identity and personality through the setup menu, you can create a persona. Details of the chatbot's interactions with clients are displayed on the inbox page.

Step 3: Train your chatbot

Crafting conversation flows

You must select the data source choice in the third step and provide any necessary data. Keep in mind that your sales chatbot will use the information you provide it at this point to respond to inquiries from patrons. Therefore, watch what you feed it.                            

Step 4: Test and deploy

Your sales chatbot is now ready. However, we advise you to test it by installing it in your app and WhatsApp, wherever you intend to install it, to prevent any further issues. Remember to turn on Copilot.live's "Fresh Chat Inbox" option before installing it, since it will make it simple for your chatbot to transition from a device to a human.

Note: The aforementioned steps will help you build your sales chatbot, but if you are willing to build your restaurant chatbot, customer service chatbot, order tracking chatbot, or banking chatbot, you can connect with us on Copilot.live

Benefits of sales chatbots for your business

The top 6 benefits of implementing sales chatbots that would prove a win for both the business and customer perspectives are listed below for your reference. 

1. Improved productivity

Chatbots allow companies to be more efficient by taking away the efforts of repetitive tasks and then additional time-consuming tasks like answering the same question over and over, processing orders, or even updating customer information by automating the process. This can allow agents to use the time to focus on work with higher value, or handle situations requiring a human touch.

2. Automated multilingual support

AI chatbots also make it easy to automate support in a variety of languages to reach a global audience and also to create customer satisfaction in various regions. This is advantageous for companies looking to expand their global reach and support multiple languages for multiple customers automatically and at scale.

3. Scalability

AI chatbots can support numerous conversations simultaneously, which makes them very scalable. For example, AI chatbots can support the maximum volume of chat and adapt to the changing demand for the service whether that be in the event of a seasonal increase in inquiries or if they’re inundated with chat requests because of a one-off promotion or large marketing campaign. The scalable benefits are disproportionately beneficial for industries like e-commerce, travel, and hospitality, as just a few examples.

4. Cost reduction

A primary advantage of an AI chatbot is that it can simultaneously assist with many customer inquiries and take over repetitive tasks, limiting the need for human agents, which means businesses must hire fewer agents. Less hiring typically leads to decreased training and operating costs associated with a large sales or customer service team.

5. Prompt responses to customer questions

When a customer has a question, they want a quick response to their question if possible. AI chatbots can respond in seconds to customers at any time of day, including at 2:00 AM, and provide only the service that the customer was seeking, without having to wait for a human agent to assist them. 

It also doesn't matter if the inquiry is about a product in the middle of the night, a service issue, or a reservation booking - chatbots always ensure no customer is left waiting. Having an instant response enhances the customer experience.

6. 24/7 accessibility

A live agent simply cannot do this. Chatbots are available and provide 24/7 omnichannel customer service by engaging with customers across various platforms—whether they are on your website, mobile app, or social media and instant messaging apps, namely WhatsApp, Facebook Messenger, Instagram, LINE, WeChat, Telegram, and hundreds more. 

Top 3 sales chatbot platforms

Listed below are the top 3 best sales chatbot platforms for your reference if you plan to build your sales chatbot soon. 

1. Copilot.Live

Copilot.live supports automation, helps with documentation, and programming. With Copilot.live sales chatbots, you can maximize a great many features and incredible AI and customize and integrate the tools into your customers' total experience. 

Copilot.live offers 50+ language support and is a multimodal tool that connects customers through various media, for example, websites, WhatsApp, and Instagram. Copilot.live has a simple 4-step implementation and seamless agent-to-human handoff as your primary chatbot service tool. Copilot.live is an AI-first platform that provides reasonable costs per unit message and can be connected to 100+ platforms. 

Features

  • Effortless Bot Creation: You can create your chatbots exactly the way you'd like. You can use AI to generate one instantly, use a ready-to-use template, build a bot yourself, or even import an existing bot that your friend has shared with you.  
  • Deep Customization: You can customize how your chatbot looks and feels comfortably through built-in themes, or if you want to control the design instruction, like your fonts, colors, and other UI elements, you can. The Persona tool allows you to configure the tone, behaviors, and response attributes of your chatbot to provide an overall brand voice.  
  • Multiple Ways to Interact with Copilot: Copilot allows text + voice interactions, unlike the majority of platforms, meaning you CAN do real-time AI phone calls for a true conversational experience. Many people do not want to type it away at their keyboards.  
  • Multi-Channel Deployment: You can deploy your chatbot where your users are - including a website, WhatsApp, phone calls, a custom public link, or package it in mobile apps via the SDK.  
  • Language Inclusivity: Copilot supports 50+ world languages, so you can service diverse user communities from different regions and geographies.  

2. Ada

ADA

Ada is a great resource for shipping and logistics companies to ensure their customers receive great customer service. Once Ada has had the initial conversation with your customers, your salespeople can focus on more important things. 

When customers get the answers they need accurately and efficiently with Ada, they are more likely to be satisfied with your service. Organizations save money by having Ada respond to emails instead of hiring a bunch of employees to do the same. 

Features 

  • Ada works 24/7 and replies to customer emails instantly. 
  • Ada also asks for and records important shipping information, like shipment dimensions, destination, and required time. 

3. Drift

drift

Drift is a revenue acceleration platform that enables live chat for sales and offers AI-powered chatbots to communicate more intuitively with your visitors over traditional one-way contact form applications.

Features

  • Live chat creates more conversions through Drift because you can meet your leads at the peak of their interest and in the right contextual environment.
  • Your SDRs are also more nimble and leverage sales techniques like calendar invites, record custom walkthroughs, and send video case studies with the speed to convert.

Conclusion

In conclusion, chatbots are a critical communication channel for organizations. With more growing chatbot advantages for businesses, customer engagement, sales, service, and overall customer experience, it is evident that chatbots hold value for enterprises as well as for the customers. 

Chatbots facilitate great automation processes, enable personalized support at all hours, omnichannel customer service, and efficient usability between platforms.

Copilot.live allows you to build custom chatbots tailored for your specific use case. Whether you're a developer looking for control or a non-technical user interested in a convenient setup, Copilot.live has a custom chatbot solution for you. Sign up for a free trial today and see it to believe it.

FAQs

When you want to build a sales chatbot, start by understanding the chatbot's goals. Whether you are looking to use a chatbot for generating leads, giving product recommendations, or offering customer support, it is important to be clear about the chatbot's role. Then, you will need to choose a chatbot-building platform that suits your particular business needs and offers the expertise you have in the field.

No, many modern chatbot platforms, like Copilot.live provide no-code or low-code solutions, allowing users without programming backgrounds to create chatbots in a maximum of 4-5 easy steps.

To enhance customer engagement, design your chatbot to handle common inquiries, provide personalized product recommendations, and offer prompt responses. Incorporating natural language processing (NLP) can help the chatbot understand and respond to user inputs more naturally, improving the overall interaction quality.

Sales chatbots can be integrated across various platforms, including websites, social media channels like Facebook Messenger, and messaging apps such as WhatsApp.

Training involves feeding your chatbot with a comprehensive knowledge base of potential questions and appropriate responses. Regularly updating this database based on customer interactions helps the chatbot improve over time.

Effectiveness can be gauged through metrics such as customer engagement rates, conversion rates, and customer satisfaction scores. Monitoring these metrics helps identify areas for improvement and assess the chatbot's impact on your sales processes.

Full documentation in Finsweet's Attributes docs.

When you want to build a sales chatbot, start by understanding the chatbot's goals. Whether you are looking to use a chatbot for generating leads, giving product recommendations, or offering customer support, it is important to be clear about the chatbot's role. Then, you will need to choose a chatbot-building platform that suits your particular business needs and offers the expertise you have in the field.

No, many modern chatbot platforms, like Copilot.live provide no-code or low-code solutions, allowing users without programming backgrounds to create chatbots in a maximum of 4-5 easy steps.

To enhance customer engagement, design your chatbot to handle common inquiries, provide personalized product recommendations, and offer prompt responses. Incorporating natural language processing (NLP) can help the chatbot understand and respond to user inputs more naturally, improving the overall interaction quality.

Sales chatbots can be integrated across various platforms, including websites, social media channels like Facebook Messenger, and messaging apps such as WhatsApp.

Training involves feeding your chatbot with a comprehensive knowledge base of potential questions and appropriate responses. Regularly updating this database based on customer interactions helps the chatbot improve over time.

Effectiveness can be gauged through metrics such as customer engagement rates, conversion rates, and customer satisfaction scores. Monitoring these metrics helps identify areas for improvement and assess the chatbot's impact on your sales processes.

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