OttBot Build
One Clear Workflow for Every Task
Plan each step, check it with your team and start the workflow when you are ready.
The problem it solves
Save timeBuild repeat tasks once and use them again.
Keep everyone clearGive your team one simple plan to follow.
Keep work movingMake sure the next step happens at the right time.
When work is scattered, important steps get missed.
OttBot Build brings every step into one clear, visual plan. Your team can see what happens next, make changes together and keep follow-up moving. When the workflow is ready, send customer message tasks to OttBot Connect or customer record tasks to OttBot Data.
What it does
Tell OttBot what you need. Check each step. Start the workflow.
01
Tell it the goal
Describe the job you want OttBot to do. It creates the first set of steps for you.
02
Check and change the steps
See the workflow on screen. Add, remove or move steps until it works the way you want.
03
Start it when you are ready
Check the workflow with your team. Then send it to Connect or Data so it can start working.
AI Workflow Assistant
Start with the result you want.
Tell the AI Workflow Assistant what you want to happen. It creates a first version of the workflow for you.
You can then change the steps, messages and rules. OttBot also shows where your team must make a choice.
Request written in everyday words
Workflow you can edit
Choices shown clearly
Workflow Editor
Build the workflow on screen.
The Workflow Editor shows each step on one screen. Add messages, choices, customer updates and follow-up tasks, then move them into the right order.
- Pick the steps you need and place them on the screen
- Ask the AI Workflow Assistant to create or improve a workflow
- Save your work, start it when ready or stop it when needed
Deployment
Choose where the workflow will run.
Build creates the plan. Connect or Data then runs it and keeps the right customer details up to date.
CO
Use OttBot Connect for messages
Choose Connect when a workflow starts with a customer message. It works with Instagram, Messenger, WhatsApp, Threads, website chat and email.
DA
Use OttBot Data for customer records
Choose Data when a customer record starts the workflow. This could happen when a contact is added, a detail changes or someone needs a follow-up.
Dashboard & analytics
See what is ready, live and working.
The dashboard shows your saved workflows, live activity and monthly use. You can also see what happened at each step.
- Saved and live workflowsSee which workflows are being written, tested, used or stopped.
- Workflow activitySee when workflows run and which actions they complete.
- Monthly useCheck how much of your monthly allowance you have used.
- Activity historySee messages, actions, results and times in one place.
Workflow Manager
See how all your workflows connect.
Workflow Manager shows where each workflow starts, what it updates and what happens next. This helps your team find missing steps and avoid building the same workflow twice.
The AI assistant can check your workflows, point out missing steps and suggest useful new ones.
Instagram
@maxsmartdigital
Channel
Instagram
New comment or DM arrives
Workflow
Lead capture
Qualifies the enquiry and captures intent
OttBot Data
CRM update
Creates or enriches the customer record
Workflow
Follow-up
Sends the next best message or handoff
Manager
Analytics
Shows status, gaps, usage and outcomes
Controls
MCP controls
Permissions, tools and integration rules
Workflow Manager view
See where every automation starts, what it touches, and whether anything is missing.
Safe connections
Connect your business tools safely.
OttBot is designed to connect with other business tools while keeping access controlled.
Your team decides what each connection can see and what it is allowed to do.
Use cases
Useful workflows for every customer team.
MK
Marketing
Welcome new leads, send campaign follow-ups and share the right message with each group.
SA
Sales
Collect sales details, manage quote or booking requests and follow up after working hours.
SU
Support
Send each support request to the right person and keep replies consistent across every channel.
Answers
Questions about OttBot Build
Is OttBot Build available now?
Yes. OttBot Build is available now.
Can I use OttBot Build on its own?
OttBot Build can only be purchased when OttBot Connect or OttBot Vision are purchased.
Who is OttBot Build for?
It is for anyone who wants to automate repeat tasks or build workflows to use with OttBot Create.
How does OttBot Build work with OttBot Data?
OttBot Build creates workflows that help your business gain more leads, send emails and connect with customers on social media or your website. OttBot Data records and stores customer information in its customer relationship manager (CRM). It can also record customer service details, giving your team a clear history of each customer’s needs and support. This information can then be used to send follow-up emails, improve sales and nurture new clients.
How does OttBot Build work with OttBot Connect?
Build creates the workflow. Connect runs it when a message, comment, email or website chat arrives.
Ready to build your first workflow?
Use OttBot Build to plan each step, check it with your team and start it when you are ready.