LiftBot
LiftBot Guide
Learn LiftBot.
Everything you need to create, train, deploy and manage your AI employees.
01
Getting Started
Create your account
Set up your LiftBot workspace.
Create your first AI employee
Choose a role and configure your employee.
Understand your dashboard
Learn where everything lives.
02
AI Employee Setup
Choose a role
Define what your employee is responsible for.
Set personality
Choose how your employee communicates.
Add instructions
Tell your AI employee how it should operate.
Define business rules
Set boundaries and escalation behaviour.
03
Knowledge
Add business information
Provide the information your AI employee needs.
Manage knowledge
Keep your information organized and up to date.
Test your knowledge
Check how your AI employee responds.
04
Deployment
Connect your website
Install your LiftBot widget.
Customize
Configure the appearance and behaviour of the experience.
Test
Run conversations before going live.
Launch
Make your AI employee available to customers.
05
Conversations
- View conversations.
- Search interactions.
- Review customer questions.
- Take over when necessary.
06
Leads
- Capture leads.
- Review lead information.
- Qualify enquiries.
- Manage lead status.
07
Analytics
- Monitor conversations.
- Review available metrics.
- Understand customer interactions.
- Track performance.
Ready to start?
Create your first AI employee.
Follow this guide step by step, or reach out if you need a hand getting set up.