Chatbot
A program that talks to people by text, following fixed rules or using AI, to answer repetitive questions and route what needs a human.
Also known as: chatbot · chat bot · support bot · support robot · virtual assistant
Try CRPRO free for 7 daysA chatbot is a program that talks to people by text. In support, it exists to solve what repeats — and, above all, to hand off well what cannot solve itself.
The two types, and why the difference matters
Rule-based (or flow) bot. Follows a fixed script: an options menu, conditions, canned replies. It is predictable, cheap and never makes up an answer. In exchange, it breaks when the customer writes something outside the script.
AI bot. Interprets what the person wrote in natural language, with no menu. It handles the unexpected and replies in context. In exchange, it needs clear boundaries — otherwise it answers what it should not.
In practice, good operations use both: rules for what is deterministic (a duplicate invoice, order status) and AI for what is open-ended.
Where a chatbot genuinely helps
- Outside business hours — that is where it stops competing with a human and starts replacing silence.
- The usual questions — price, timeline, address, payment methods.
- Initial qualification — collecting the three pieces of information the salesperson would have to ask anyway.
- Triage — routing each conversation to the right queue.
The mistake that makes customers hate it
The problem is almost never the bot itself — it is a bot with no way out. A flow that does not understand, repeats the question, and never offers "talk to an agent" turns automation into a wall. The practical rule: at any point in the flow, there must be a path to a human — and the human should receive the history along with it, so the customer does not have to start over.
See also humanized support, which is not the opposite of automation.
Frequently asked questions
What is a chatbot?
It is a program that talks to people by text, following a fixed script or interpreting natural language with AI, to answer repetitive questions and route the rest.
What is the difference between a rule-based chatbot and an AI chatbot?
The rule-based one follows a defined flow and only understands what has been anticipated — it is predictable and never invents answers. The AI one interprets free text and handles the unexpected, but needs explicit boundaries so it does not answer beyond what it should.
Does a chatbot replace a human agent?
It should not. It replaces the wait. The real gain is covering off-hours, handling the repetitive part, and handing the human an already-qualified conversation with history.
Does a WhatsApp chatbot need the official API?
To operate stably with several agents, yes. Solutions that automate the regular app operate outside Meta's terms and put the number at risk of being blocked.
Related pages
Related glossary terms
Generative AI for sales
Generative AI for sales is the use of language models (such as OpenAI's, Anthropic's and Google's) in the CRM and on WhatsApp to reply, qualify and summarize chats.
Humanized support
A support approach that treats the customer by their own context — history, name and real problem — instead of applying an identical script to everyone.
Multi-agent WhatsApp support
Multi-agent WhatsApp support is when several agents answer from the same number at the same time, each with their own login and each chat with an owner.
Support SLA
An agreed deadline for replying to or resolving a support request, used as an operational target and measured against each conversation's real time.
Automatic message
A message the system sends with no human action, fired by an event like a first contact, off-hours, or a keyword.