Use Cases
Four common setups. Pick the closest to yours — most teams mix two.
Customer support
Auto-resolve tier-1 questions from your help center. Hand off to a human when the bot can’t.
- Escalation — visitor clicks the escalate button (or you run Human-Only mode). The chat enters a Pending → Active → Resolved flow handled in the Live Chat.
- Live chat — real-time message delivery, agent presence, and organized agent replies.
- Quick Questions — up to 3 preset prompts on the welcome screen to nudge visitors into self-service.
- Feedback — thumbs up / down on every bot reply.
- Attachments — visitors can attach files in escalated chats; agents see them inline.
Sources to add: help center URLs, sitemap, support PDFs. Start here: Create a bot → enable escalation in Widget Settings.
Sales and pre-sales
Qualify visitors on your marketing pages. Capture leads before they leave.
- Email capture — opportunistic prompts during escalation flows; the captured email becomes the conversation handle.
- Quick Questions — “Compare plans”, “Book a demo”, etc., as starter chips.
- Visitor tracking — IP geolocation, browser, country surface in the Conversations page so sales can prioritize hot leads.
- Identity Verification — HMAC-sign visitors who are already logged in elsewhere; skip the email wall entirely. See Identity Verification.
Sources to add: pricing, features, case studies, comparison pages. Start here: Embed the Widget → tune copy in Widget Settings.
Product documentation
Natural-language answers across your docs site. Every grounded answer cites its source.
- Source citations — every answer links the document(s) it pulled from. Widget renders a Sources block.
- Fast replies — visitors see answers quickly, without leaving the page.
- Content gap review — unanswered questions become a backlog for improving docs.
Sources to add: docs site root URL, sitemap.xml, Markdown / PDF uploads.
Start here: Train your bot — start with a Sitemap for fastest coverage.
Internal knowledge base
Private bot for runbooks, onboarding, and tribal knowledge. Team-scoped, auth-gated.
- Team isolation — every bot, source, and document lives inside a Team. Cross-team access blocked.
- Content Gaps — questions the bot couldn’t answer surface in Content Gaps so you can close doc holes systematically.
- Document Usage — see which articles get cited most / never; trim dead weight.
- Scheduled refresh — Website Links sources re-crawl Daily / Weekly / Monthly so the index stays current as docs change.
- Identity Verification — logged-in employees land pre-identified. No email wall.
Sources to add: internal wiki sitemap, runbooks, onboarding PDFs. Start here: Create a bot → add your wiki → enable Identity Verification for logged-in employees.
Mixing use cases
Most teams run more than one bot: a public support bot, a logged-in product bot, an internal staff bot. Each has its own sources, theme, and analytics. Billing rolls up at the team level.
What’s next
- Getting Started — build your first bot.
- Knowledge Sources — everything FluentBot can ingest.
- Human Escalation — escalation in depth.