AI Chatbot Builder — build a custom chatbot for your website
CooVex lets you build and deploy a custom AI chatbot trained on your business data. Answer visitor questions, capture leads, and qualify prospects automatically.
The CooVex AI Chatbot Builder lets you create a custom chatbot for your website — trained on your products, FAQs, pricing, and documentation. Visitors get instant, accurate answers. You capture leads and qualify prospects while you sleep.
What the chatbot does
- Answers visitor questions — trained on your knowledge base, pricing page, and product docs
- Captures leads — asks for name and email when a visitor shows buying intent, sends the lead directly to your CooVex pipeline
- Qualifies prospects — asks qualifying questions (company size, use case, timeline) and scores the conversation
- Books demos — connects with your calendar to offer meeting slots (Calendly integration required)
- Escalates to humans — when a conversation needs a human, it notifies your team via Slack or email
Setting up the chatbot
Step 1 — Train on your content
Go to Agent → AI Chatbot and click Add Knowledge Sources. You can add:
- Your website URL (CooVex crawls and indexes it automatically)
- Uploaded documents (PDFs, Word docs, text files)
- Manual Q&A pairs (specific questions with specific answers)
- Your CooVex product and pricing data (imported automatically)
Step 2 — Configure behavior
Set the chatbot’s name, avatar, and greeting message. Define:
- When to ask for lead information (immediately vs. after a threshold of engagement)
- Which questions to ask for qualification
- What happens when the chatbot cannot answer (escalate to human, offer email follow-up, or show a contact link)
Step 3 — Embed on your website
Copy the embed snippet from the Chatbot dashboard and paste it before the closing </body> tag on your site. The chatbot widget appears immediately as a floating button in the corner of every page.
If you use WordPress, install the CooVex plugin and enable the chatbot with one toggle — no code required.
Lead capture and pipeline integration
Every lead captured by the chatbot is automatically added to your CooVex lead pipeline with:
- Name and email
- The full conversation transcript
- An AI score based on qualification answers
- Source: Chatbot (for attribution tracking)
High-scoring chatbot leads trigger an immediate Agent Signal so you can follow up while the prospect is still on your site.
Updating the chatbot’s knowledge
Re-crawl your website anytime to pick up new pages and content. CooVex also monitors your site and suggests a knowledge refresh when it detects significant new content. Changes to your pricing or product information in CooVex are reflected in chatbot answers automatically.