Have you ever dreamed of having an assistant who:

• Understands your prospects

• Responds 24/7 with your brand's tone

• Automatically qualifies leads

• Triggers the right actions in your CRM

• And NEVER takes vacations or asks for raises?

That's exactly what CrocoBot AI does.

Based on our own technology, coupled with the power of CrocoClick, and optimized for the French-speaking market, it combines conversational power and intelligent automation.

Understanding CrocoBot AI

CrocoBot AI is a conversational agent capable of:

• Understand the intent behind each message

• Hold a natural conversation over several exchanges

• Trigger actions (CRM updates, sending emails, making appointments, etc.)

• Adapt to each prospect thanks to personalized data

• Learning from your corrections and feedback

We have designed three modes to meet your needs:

• OFF: Bot inactive (for configuration and testing)

• Suggestions: The bot suggests responses that you can approve or modify before sending

• Autopilot: The bot responds automatically without human intervention

Steps to create your first CrocoBot AI

Step 1: Go to CrocoBot AI

1. Log in to CrocoClick

2. Go to Settings → CrocoBot AI

Step 2: Create your first CrocoBot

1. Click on "Create a Bot"

2. Choose a starting template:

   1. General Q&A: For managing customer support and common questions

   2. Appointment Scheduling: To automatically schedule appointments

Step 3: Configure the bot using the configuration form

The form consists of 3 steps:

#1. Verbal identity

Define the style of your CrocoBot and essential information about your company (tone, vocabulary, presentation, target audience, offers, etc.).

Your verbal identity settings are saved and can be reused by other CrocoBots if needed.

#2. CrocoBot settings

Select where your bot will be able to respond:

• SMS

• Live Chat on your website

• Facebook Messenger

• Instagram Direct

• WhatsApp Business

• Google Business Profile

You can also define the first message that the bot will send to each new contact.

#3. The purpose of CrocoBot

Specify the main purpose of the bot:

• Enriching the contact record in your CRM

• Automatic appointment scheduling

Step 3 bis: Configure the bot manually (based on a prompt)

If you choose the "Create a bot based on a prompt" option:

1. Click on "Start from scratch."

2. You will be taken to an interface similar to the simplified mode, but with more settings grouped under "Bot Objectives."

3. You can add more advanced actions, such as:

   • Trigger automation under certain conditions

   • Automatically changing response channels

   • Launching specific sequences based on detected intent

CrocoBot AI doesn't just talk—it acts.

• Schedule appointments: connect your calendar, ask qualifying questions, and automatically block a slot

• Update the CRM: tags, scoring, record enrichment

• Trigger workflows: follow-ups, emails, Slack notifications

• Auto Follow-Up: automatic follow-up if the prospect does not respond

Step 4: Train your CrocoBot AI

The more your bot knows about your offerings and your company, the better it will respond. To do this, go to Bot Training and "feed" it using the various methods above:

1. Web Crawler

• Add the URL of your website or a specific page

• The AI analyzes and integrates the content to respond accurately

2. Google Docs

• Share the doc in "accessible with link" mode

• Paste the URL into CrocoClick → content integrated automatically

3. Manual FAQ

• Add your frequently asked questions with the correct answer

4. Continuing education

• Use 👍 / 👎 on the bot's answers

• Correct errors → AI learns in real time

Step 7: Test and optimize

• Use the built-in Test Mode to simulate conversations

• Set the response delay (2 to 5 seconds = natural)

• Set a maximum number of messages before human transfer

• Analyze your results weekly in the "Dashboard" tab

3. Best practices for an effective CrocoBot AI

• Start simple (FAQ or appointment scheduling)

• Train it regularly with your real conversations

• Use a tone that is consistent with your brand

• Update the knowledge base whenever your offering changes

• Track key metrics: response rate, qualified leads, appointments made, conversions

Conclusion

Creating your first CrocoBot AI takes less than an hour, but can transform the way you manage prospects and customers.

Start small, let it learn, and continuously improve it. Very quickly, you'll have a 24/7 virtual assistant that not only responds, but takes action and converts leads into customers.