DewBot Guide: Setup & Customization
Configure, train, and optimize DewBot — your AI chatbot that qualifies leads, answers support questions, and books meetings, all connected to your CRM.
In This Guide
What Is DewBot?
DewBot is the AI-powered chatbot within Dewx that you can deploy on your website, client portal, and messaging channels. It handles customer conversations 24/7 — qualifying leads, answering questions, booking meetings, and routing complex requests to your team.
Unlike standalone chatbot tools, DewBot is connected to your entire Dewx ecosystem. It reads your CRM to personalize conversations with returning visitors. It searches your knowledge base for accurate answers. It creates leads and tasks directly in your system.
For a broader perspective on chatbot strategy, see our chatbot strategy guide. For more on the AI behind DewBot, check the Dew AI guide.
DewBot capabilities:
DewBot Use Cases
DewBot serves three primary functions depending on where and how you deploy it.
Lead generation bot
Deployed on your website to engage visitors, ask qualifying questions, capture contact information, and route hot leads to sales. Replaces static contact forms with conversational lead capture.
Best for: Marketing websites, landing pages, pricing pages
Support bot
Deployed in your client portal or help center to answer customer questions, troubleshoot issues, and escalate to human agents when needed. Reduces ticket volume by handling common questions.
Best for: Customer portal, help center, support pages
Scheduling bot
Handles meeting scheduling conversations, checks calendar availability, and books appointments directly into your calendar. Eliminates the back-and-forth of finding meeting times.
Best for: Consultants, agencies, sales teams
Setup & Configuration
Getting DewBot running on your site takes less than an hour. Follow these steps for a smooth setup.
Define your primary use case
Decide whether DewBot will focus on lead generation, support, scheduling, or a combination. This determines the conversation flows you build.
Upload your knowledge base
Add FAQs, product information, pricing details, and common customer questions. The more knowledge you provide, the better DewBot responds.
Build conversation flows
Create the main conversation paths: greeting, qualification questions, support routing, and escalation to humans. Start simple and add complexity later.
Customize appearance
Match DewBot to your brand: colors, logo, avatar, position, and greeting message. First impressions matter for engagement rates.
Connect CRM integration
Link DewBot to your GTM Hub so captured leads automatically create CRM records with conversation history attached.
Deploy and test
Add the widget to your website, test all conversation flows, and refine based on real interactions over the first week.
Training Your Knowledge Base
DewBot intelligence depends on the quality of your knowledge base. Here is how to build one that delivers accurate, helpful responses.
Start with your top 20 questions
List the 20 questions your team answers most frequently. These become the foundation of your knowledge base and cover the majority of chatbot interactions.
Write clear, direct answers
Keep answers concise and actionable. Avoid marketing fluff. Customers asking questions want direct answers, not sales pitches.
Include variations
People ask the same question in different ways. Include common variations so DewBot recognizes the intent regardless of phrasing.
Update regularly
Review and update your knowledge base monthly. Add new questions from real conversations, update outdated answers, and refine based on customer feedback.
Test with real questions
Ask DewBot questions as if you were a customer. Note where it gives incomplete or incorrect answers and improve those areas.
Connect to your docs
Link your existing help documentation, guides, and FAQs. DewBot can search these resources to answer questions beyond your explicit Q&A pairs.
Conversation Flows
Well-designed conversation flows guide visitors toward their goal while collecting the information your business needs.
Greeting & intent detection
Start with a friendly greeting and identify what the visitor needs: support, pricing, demo, or general information.
Lead qualification path
For interested prospects: company size, use case, timeline, and budget questions that score and route leads.
Support resolution path
For existing customers: identify the issue, search knowledge base, provide solution, or escalate to human.
Scheduling path
For meeting requests: check availability, collect contact details, confirm the meeting, and send calendar invites.
Fallback handling
When DewBot does not understand: acknowledge, offer alternatives, and provide a clear path to human support.
Follow-up sequences
After the conversation: send email summaries, create CRM records, trigger follow-up sequences based on the interaction.
Returning visitor handling
Recognize returning visitors via CRM data. Reference their previous interactions and fast-track to relevant conversations.
Off-hours messaging
When your team is offline: collect information, set expectations for response time, and create tickets for morning follow-up.
Appearance & Branding
DewBot should look and feel like part of your brand, not a generic widget.
Visual customization
- Brand colors and accent matching
- Custom avatar or logo
- Widget position and size
- Greeting message and tone
Our take: Match your website design. Visitors should feel like the bot is a natural part of your site, not a third-party add-on.
Behavioral customization
- Trigger rules (time on page, scroll depth, exit intent)
- Page-specific greetings and flows
- Language detection and auto-switching
- Mobile-optimized interactions
Our take: Smart triggers increase engagement without being annoying. Wait 5-10 seconds before showing the bot for the first time.
Channel Deployment
DewBot can be deployed across multiple channels, each with its own strengths.
Website widget
The primary deployment. Embed on your marketing site, pricing page, or help center. Configure page-specific greetings and flows.
Client portal
Deploy within the CX Hub client portal for customer self-service. DewBot has access to the customer context for personalized support.
WhatsApp integration
Connect DewBot to WhatsApp Business for conversational support and lead generation through messaging. Especially effective in markets where WhatsApp dominates.
Social messaging
Connect to Facebook Messenger and Instagram DMs. Engage prospects and customers where they already spend time.
CRM & Lead Integration
The power of DewBot is its connection to your CRM. Every conversation can create, update, and enrich CRM records automatically.
Auto-create contacts
When a visitor provides their email, DewBot automatically creates a CRM contact with the full conversation history attached.
Lead scoring from conversations
DewBot scores leads based on their responses to qualifying questions. Hot leads are flagged immediately for sales follow-up.
Smart routing
Route qualified leads to the right team member based on geography, deal size, or product interest. Ensure the best-fit rep handles each lead.
Conversation-to-deal
For high-intent conversations, DewBot can create a deal in your pipeline with the qualification data pre-populated.
Existing customer recognition
When a returning customer interacts with DewBot, their CRM profile loads automatically. DewBot references their history for personalized responses.
Follow-up automation
After a DewBot conversation, trigger automated email sequences based on the conversation outcome and lead score.
Optimization Strategies
Launching DewBot is just the start. Continuous optimization turns a good chatbot into a great one.
Not reviewing conversation logs
Review DewBot conversations weekly. Identify where visitors drop off, where answers are unhelpful, and where new knowledge base entries are needed.
Overly aggressive triggers
If DewBot pops up immediately on every page, it annoys visitors. Use smart triggers: time on page, scroll depth, or specific page visits.
No human escalation path
Every DewBot conversation should have a clear path to a human. Frustrated visitors who cannot reach a person will leave and never return.
Stale knowledge base
If your product, pricing, or policies change but DewBot still gives old answers, trust erodes fast. Update the knowledge base whenever your business changes.
Not measuring performance
Track engagement rate, completion rate, lead conversion rate, and customer satisfaction. Without metrics, you cannot improve.
DewBot in the Dewx Ecosystem
DewBot is not a standalone chatbot bolted onto Dewx — it is powered by Dew AI and integrated with every module. Leads flow into the GTM Hub, support tickets route through the CX Hub, and conversations sync with the Portal inbox.
This ecosystem integration means DewBot conversations do not exist in isolation. They are part of the complete customer journey, from first website visit to long-term customer relationship.
DewBot ecosystem advantages:
- Powered by Dew AI with full business context
- Leads auto-create in CRM with conversation history
- Support tickets route to CX Hub with customer data
- Conversations sync with unified inbox
- Knowledge base shared across bot and support team
- Included in every Dewx plan — no per-conversation fees
DewBot Guide FAQ
What is DewBot?
DewBot is the AI-powered chatbot within the Dewx platform that you can deploy on your website, in your client portal, or across messaging channels. Unlike generic chatbots, DewBot is connected to your CRM, knowledge base, and business data, enabling intelligent conversations that qualify leads, answer support questions, and book meetings.
Does DewBot require coding to set up?
No. DewBot is configured through a visual interface. You define conversation flows, upload knowledge base content, set triggers and routing rules, and customize the appearance — all without writing code. Advanced users can use the API for custom integrations.
Can DewBot qualify leads and create CRM records?
Yes. DewBot can ask qualifying questions, score responses, create or update CRM contacts, and route qualified leads to the right team member. When a visitor becomes a lead through DewBot, the full conversation history is attached to their CRM record.
How does DewBot learn about my business?
DewBot learns from three sources: your knowledge base (FAQs, guides, product docs), your conversation history (past chats and resolutions), and your CRM data (product information, pricing, policies). You can also directly train DewBot with custom Q&A pairs for specific scenarios.
Can DewBot hand off to a human agent?
Yes. DewBot can automatically escalate to a human agent based on conversation sentiment, question complexity, or visitor request. The handoff includes the full conversation context so the agent does not need to ask the visitor to repeat themselves.
Deploy DewBot on your website
AI chatbot connected to your CRM, knowledge base, and inbox. Set up in under an hour.